Client Case Manager for Financial Planning Firm

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, in the San Jose, CA area 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!

Minimum Requirements:

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

This position also required that you possess the following 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

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
Maintaining accurate information and updates in our CRM, including but not limited to:

Client’s info
(2)New application submissions (updates/progress)

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

Salary+Bonus

$80K-$120K

Benefits

Medical Insurance
Future company stock options

Hours

Flexible: Hybrid

Presented by Advisor Employee Services Thank you for your interest in the Client Case Manager for Financial Planning Firm role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

NIM Retirement Group

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Client Case Manager for Financial Planning Firm