Explore 1M+ Live Opportunities.
Direct applications, high-package MNC listings, and exclusive insider referrals updated daily across 50+ niches worldwide.
Live Jobs|Remote & Onsite|Apply in 1 Click
Join Our WhatsApp Job ChannelDirect applications, high-package MNC listings, and exclusive insider referrals updated daily across 50+ niches worldwide.
The Trusted Advisor Toolkit · Sorrento Valley
In order to be considered for this position please email follow-up questions
to McKenna@AdvisorPACT.com
About the Role
A small, client-focused financial services business in San Diego is seeking a highly organized Client Service Manager to work directly with the CEO. This role is focused on coordinating projects, keeping the team on track, and ensuring client communication is handled consistently, professionally and to coordinate all administrative aspects of the business.
This is not a purely task-based role. You will be responsible for making sure things move forward, deadlines are met, and nothing falls through the cracks.
Coordinate projects and ensure tasks move from start to finish
Track deadlines and follow up with team members to ensure work is completed on time
Help manage the process of coordinating Subject Matter Experts on our team
Coordinate client progress, including scheduling and tracking client meetings
Communicate directly with clients to gather information and keep projects moving
Handle client outreach primarily by phone, with voicemail and email follow-up as needed
Organize and maintain office workflows using spreadsheets and internal tracking systems
Manage the CEO’s calendar and assist with client and vendor communication
Document key interactions and ensure important details are properly recorded
Client Communication
This is a relationship-driven business, and communication is a critical part of the role. You must be comfortable picking up the phone and speaking with clients and remote team members regularly.
What This Role Requires
Strong attention to detail with consistent follow-through
Ability to manage multiple moving parts without losing track of priorities
Clear and confident communication, especially on the phone
Comfort working with spreadsheets and tracking systems
Able to figure things out with minimal direction once trained
Reliable, organized, and accountable to deadlines
This role does not require prior experience in financial services. Training will be provided. However, you are expected to take ownership of your responsibilities quickly and contribute to keeping operations running smoothly.
Compensation and Schedule
Full-time position
This is a full-time, in-office position located in the Sorrento Valley area of San Diego, CA 92121.
About the Business
This is a small, well-established business serving a select group of affluent clients who expect a high standard of care. The focus is on coordinating multiple aspects of each client’s financial life and ensuring a consistent, high-quality experience.
Please email your responses to the follow-up questions listed below to McKenna@AdvisorPACT.com:
Describe a specific situation where you’ve had
good relations
working with a
supervisor
Describe a specific situation where you’ve had
challenging
relations with a
supervisor
Describe a specific situation where you’ve had
good relations
with a
client
Describe a specific situation where you’ve had
challenging
relations with a
client
Where do you want to be both professionally and personally 5 years from now?
Details
| Company | The Trusted Advisor Toolkit |
| Location | Sorrento Valley |
| Type | FULL TIME |
| Niche | Full-time |