Client Relationship Manager

Greetings Students,

We have an interesting job opportunity close by! Check it out and fax your resume to the number below!

Client Relationship Manager

My practice is a faith-based financial planning practice in Murrieta, CA that has been blessed with consistent growth.  My mission is to help clients become good stewards of their money.  The Client Service Assistant will provide high quality administrative assistance to the financial planner and exceptional service to clients.  This person will be a valued member of a small team office environment.

Client Service Assistant’s duties include:

  • Prepare client reviews and updates
  • Respond to client phone calls, e-mails and questions
  • Process new account, transfers and distribution paperwork
  • Update clients on status of transactions
  • Coordinate client communications
  • Investigate and solve operational problems
  • Maintain current documented procedures for this position
  • Organize and maintain client files and records
  • Prepare and communicate relevant tax information for clients’ tax returns

Client Service Assistant must:

  • Be a natural self-starter
  • Have strong character
  • Maintain a positive attitude
  • Have excellent communications and organizational skills
  • Be detail-oriented
  • Have the ability to create systems and processes to better serve clients

The Client Service assistant will also work closely with the associate planner and office manager.  Ideally, this person would be proficient in Microsoft Word, Excel and Access, be open to obtaining industry licenses, and be capable of communication with customers/clients.

Full-time position, competitive pay, medical benefits, retirement plan

Location:  Murrieta, CA


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Categories: job-internship, School of Business

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