Hiring: Client Service Manager Company: The Jonus Group Location: Walnut Creek, CA Job Posted Time: 2026-09-15 12:51:31 Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office, Series 7 About the job Experience: •1-5 years of relevant experience as a Client Service Manager in financial services. •5 years of relevant experience as a Client Service Manager in financial services. Required Skills: •Serve as the primary point of contact for client requests, ensuring timely and accurate responses. •Maintain and update client and prospect accounts using CRM and other tools. •Prepare, process, and follow up on client paperwork, including applications, agreements, and disclosures. •Handle client transactions such as ACH/wire requests, distribution requests, and money movements. •Utilize CRM to document and manage all client activities. •Prepare Advisors for client and prospect meetings by scheduling appointments, drafting agendas, and creating necessary reports and presentations. •Present prepared client reports to select retirement plan clients and follow up on open items. •Assist in preparing Request for Proposals and scheduling employee education for retirement plans. Compensation: •$95,000 - $125,000 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!