Wealth Management Client Service Manager

Job Title:Client Service Manager Location: La Mesa, CA Status: Part-time HYBRID Flexible hours (20-25 hours/week) Compensation: $35/hr-$45/hr We are a tight knit wealth management team dedicated to helping individuals, families, professionals and business owners meet their individual financial goals. We provide honest, objective, and intelligent advice based on a comprehensive planning process with customized tools. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. We work on a referral-only basis. Sound appealing?We operate with a set of shared values: hard work, humility, optimism, responsiveness, and doing whatever needs to be done. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome aClient Service Managerto the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service. The attributes that we are looking for in a teammate include: • Unwavering attention to detail and accuracy • Client first attitude • Strong relationship management skills • Ability to anticipate needs and think strategically • Natural problem-solving instincts with proposed solutions in hand • Passion for caring for and serving others • Self-motivated, organized, and deadline-oriented • Exceptional verbal and written communication skills • Professional integrity and discretion in handling confidential matters • Ability to work independently As aClient Service Manager,you can expect to: · Complete paperwork to a high degree of accuracy and in a timely manner (open new accounts, generate and process paper and electronic documents, use DocuSign) · Process account transfers (follow up to ensure assets fully transfer) · Document rationale for recommendations for IRA’s · 529 Plan accounts (open new accounts, service existing accounts, monthly automatic contributions, address changes, etc.) · Process account maintenance requests (SWP/PIP, contribution requests, ICP) · Monitor and encourage establishment of Trusted Contact record by clients (prepare and process paperwork, generate and mail introductory trusted contact letters) · Confirm client and prospect meetings (request documentation) · Attend client/prospect meetings with the Advisor · Assist with the financial planning process (develop and execute retirement planning for clients, enter data into MoneyGuidePro, maintain plan data over time) · Monitor the firm’s social media presence (create annual social media plan, recommend social media campaigns, lead social media outreach efforts) · Support work to address insurance needs presented by clients Qualifications for this role include: • Strong computer skills, including proficiency with CRM and MS Office Suite (Word, PowerPoint and Excel) • Strong knowledge of financial plans and financial planning software • Attention to detail • Possesses excellent organization and time management skills • Superior verbal communication skills • Works well collaboratively and independently • Enjoy interacting with people face-to-face and over the telephone • Handle multiple tasks/prioritize and operate under tight deadlines • Demonstrated ability to work in a fast-paced environment • Cultivate an amazing attitude and extraordinary client service • Strong work ethic Whatever path you choose, your commitment to our team will be met with mentorship, learning opportunities, and room to grow. As aClient Service Manager, you'll work alongside driven, caring professionals helping successful individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives — and you’ll grow personally and professionally along the way. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you! Job Type: Part-time Pay: $35.00 - $45.00 per hour Expected hours: 20 – 25 per week Benefits: • 401(k) • Paid time off • Work from home Work Location: Hybrid remote in La Mesa, CA 91941