Client Case Manager for Financial Planning Firm - Financial Firm - San Jose, CA
Client Case Manager for Financial Planning Firm - Financial Firm - San Jose, CA
Posted on :
04-06-2025
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1 Vacancy
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Job Description
Client Case Manager for Financial Planning Firm
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful company Our financial planning firm NIM Retirement Group in the San Jose CA area is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment please apply today!
Minimum Requirements:
- 3 years of administrative office experience in a fast-paced environment
- Financial Services industry experience required
- Understanding of insurance and annuity products
- Proficient skills in MS Office Suite specifically Excel
- Desire to obtain long-term employment
- CRM experience HubSpot preferred
- Insurance company suitability experience preferred
- Experiences with financial services back-office case management work preferred
- RIA side of management with custodians (Schwab Fidelity Vanguard etc.) preferred
This position also required that you possess the following skills:
- Ability to prioritize projects and manage time
- Strong follow-through
- Excellent communication; both verbal and written with clients
- Ability to demonstrate persistence to achieve quality
- Strong organizational skills detailed oriented proactive and resourceful
- Reliable with exceptional work ethic
- Demonstrate maturity and poise under pressure
- Flexibility to contribute as part of a team as well as independently
Responsibilities:
- Thoroughly fill out and check all new business applications and in-force paperwork for completion and accuracy
- Track the progress of pending business and keep agents and office apprised of the current status
- Resolve issues with incorrect or incomplete submissions
- Follow up on annuity 1035 exchanges and transfers
- Work with Insurance carriers and upline IMO office to assure that business is handled efficiently accurately and as timely as possible
- Keep office updated with insurance carrier changes with regards to processing
- Maintaining accurate information and updates in our CRM including but not limited to:
- Clients info
- (2)New application submissions (updates/progress)
- Correspondence with agents/advisors/carriers
- Work closely with the other departments to reach the firms goals and objectives.
- Maintain current knowledge of all products and changes for the Insurance carriers affiliated with the firm
- Build strong relationships with our customers
- Maintain application cycle times in line or below industry averages
SalaryBonus
- $80K-$120K
Benefits
- Medical Insurance
- Future company stock options
Hours
- Flexible: Hybrid
Presented by Advisor Employee Services Thank you for your interest in the Client Case Manager for Financial Planning Firm role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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