Position Overview:
As a fiduciary, the Core Financial Management team has proudly guided thousands of clients nationwide in planning and achieving the retirement they deserve. We seek a dedicated Client Service Manager to join our team in Agoura Hills, CA. This role is integral to supporting our local financial advisors in guiding clients through some of their most critical financial decisions and continually optimizing their assets to meet unique goals. The ideal candidate will be personable, detail-oriented, organized, and proactive, capable of managing various tasks to ensure client satisfaction and smooth day-to-day operations.
Key Responsibilities:
Provide exceptional service while maintaining client accounts.
Prepare necessary documents and applications for client accounts.
Assist clients with transactions and inquiries pertaining to their accounts.
Ensure accurate and up-to-date data management for daily operations.
Communicate with clients to schedule and confirm appointments and seminars/classes.
Support advisors in the execution of educational events.
Prepare key financial plan elements under the guidance of a Financial Advisor.
Provide administrative support as needed to ensure the efficient operation of the office.
Qualifications:
College degree preferred (AA, BA, MA, etc)
Minimum of 2 years' experience in client service, administrative support, or a related field.
Experience in mortgage processing, insurance, or financial services is a strong advantage.
Strong organizational skills and attention to detail.
Excellent communication and interpersonal skills.
Proficiency in Apple IOS and other relevant software.
Ability to handle multiple tasks and prioritize effectively.
A personable, competent, proactive, and client-focused attitude that puts clients at ease and establishes you as a professional.
Ability to lift 35-pounds as this role frequently moves office and classroom supplies.
Desired Skills:
Experience in the financial services or insurance industry.
Knowledge of client account management and related documentation.
Familiarity with scheduling software and CRM systems.
Ability to work independently and as part of a team.
Problem-solving skills and the ability to handle challenging situations with professionalism.
Position Details:
Full-time position
Primarily an office environment with 4 to 6 customer educational classroom events each month
Opportunity for advancement in a respected and high-growth company
Attractive base salary with additional financial participation in your team’s success
Benefits:
Health Insurance – We offer at monthly stipend toward your own policy
Retirement plan access through CalSavers @5% in a Roth IRA
Bonuses and incentives for performance
Paid vacation, after probationary period
Hands-on, comprehensive training and development
Flexible work-life balance
Family-oriented environment
Why Join Core Financial Management?
Simply put, CFM has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire. Our advisors help clients focus on their retirement needs and then use our system to help them realize their goals. As we approach our 16th year in business , we not just a company – we're a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of our “Retirement 101 Professors concept, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you'll become part of a group shaping the future of retirement solutions. Our goal-based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision.
Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.
Please provide a resume and a brief note as to why this position caught your eye.
