Admin / Client Service Manager

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 :

Desired Skills :

Position Details :

Benefits :

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.