Client Case Manager — Financial Planning Operations

A financial planning firm is looking for a Client Case Manager in San Jose, CA. This role requires at least 3 years of administrative office experience along with a background in the financial services industry. The successful candidate will handle business applications, maintain strong client relationships, and ensure efficient operations. The position offers a salary range of $80,000 to $120,000 per year and includes benefits such as medical insurance and future stock options. #J-18808-Ljbffr