Advisor Talent Solutions
Client Case Manager for Financial Planning Firm - San Jose, CA
Advisor Talent Solutions, San Jose, California, United States, 95199
Job Title
Client Case Manager – Financial Planning Firm
About the Role 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, 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!
Location San Jose, CA
Base Pay Range $80,000 – $120,000 per year
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.
Maintain accurate information and updates in our CRM, including client’s info, new application submissions, correspondence with agents/advisors/carriers.
Work closely with the other departments to reach the firm’s 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.
Qualifications
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.
Additional 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.
Salary & Bonus
$80,000 – $120,000
Benefits
Medical Insurance
Future company stock options
Hours
8:30 am to 5:30 pm
Some evenings required for client events.
Contact Advisor Employee Services – reliable recruiting partner for financial advisors. Explore opportunities at
https://aesplacement.com/ .
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Other
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About the Role 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, 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!
Location San Jose, CA
Base Pay Range $80,000 – $120,000 per year
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.
Maintain accurate information and updates in our CRM, including client’s info, new application submissions, correspondence with agents/advisors/carriers.
Work closely with the other departments to reach the firm’s 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.
Qualifications
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.
Additional 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.
Salary & Bonus
$80,000 – $120,000
Benefits
Medical Insurance
Future company stock options
Hours
8:30 am to 5:30 pm
Some evenings required for client events.
Contact Advisor Employee Services – reliable recruiting partner for financial advisors. Explore opportunities at
https://aesplacement.com/ .
Seniority Level Mid‑Senior Level
Employment Type Full‑time
Job Function Other
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