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Client Relationship Specialist Irvine, CA
Job Location:
Job Location:
Irvine, CA - USA
Hourly Salary:
USD 25 - 30
Hourly Salary:
Posted:
29 September 2026 (17 hours ago)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Position: Client Relationship Specialist
Firm: BML Wealth Management
Location: Irvine CA
Overview:
BML Wealth Management is a retirement planning and wealth management firm located in Irvine CA. We believe everyone should be able to live the retirement theyve always wanted. As a trusted financial advisor in Irvine helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients.
We are seeking an experienced Client Relationship Specialist to join our reputable financial firm. You will oversee client scheduling ensuring all appointments are efficiently managed and rescheduled per the firms standards. This team-oriented role works closely with the Front Desk and regularly provides back up support.
What Youll Do:
- Calendar management including setting rescheduling and confirming appointments
- Regularly follow up with cancelled appointments in accordance with BMLs follow-up standards to reschedule and return appointments to the calendar
- Assist in obtaining required documents from prospects prior to their scheduled office visits ensuring all necessary information is received and available for the advisor and team
- Serve as back up to answering the phones & greet prospects and clients in a friendly warm manner
- Assist with the preparation and organization of seminars and workshops including set-up and clean-up before and after events
- Maintain the firms CRM system (Redtail) through accurate data entry and database management
- Assist clients with issues concerns and account inquiries
- Maintain office filing system both paper and electronic
- Order office supplies and keep track of inventory
- Back up Front Desk as needed
What Were Looking For:
- 2 years experience in a professional office environment
- Sales experience is a plus!
- Demonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (Redtail)
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters
- Thrive in a time sensitive environment and adaptable to change without affecting the quality of work
What Youll Get:
Pay & Perks:
- $25.00/hour - $30.00/hour based on experience bonus potential
- Medical dental and vision insurance
- Group Life and AD&D insurance
- 401k with company match
- PTO birthday off
- Wellness benefits
Schedule:
- Monday-Friday 8:30am-5:30pm
- Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
IC
