Client Relationship Manager

Client Relationship Manager

Castle watch Wealth | Glendale, California

Full-Time | Hybrid Eligible After Six Months

Castle watch Wealth is seeking a highly organized, detail-oriented Client Relationship Manager to support our advisors and deliver an exceptional experience to our clients. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.

The ideal candidate is fully licensed, comfortable working with financial planning technology, and interested in growing their career within the financial services industry.

Key Responsibilities

• Prepare client files, reports, and supporting materials for client meetings.
• Attend client meetings, take detailed notes, and document follow-up items.
• Enter and maintain accurate client information within the firm’s systems.
• Assist with new account applications and other client paperwork.
• Support the financial planning process using Money Guide Pro .
• Review and help manage advisor inboxes to ensure client requests are addressed promptly.
• Communicate with clients regarding service needs and obtain advisor verbal authorization when required.
• Coordinate follow-up tasks after client meetings and track items through completion.
• Maintain accurate, organized, and compliant client records.
• Collaborate with advisors and other team members to provide a high level of client service.
• Identify opportunities to improve processes and enhance the overall client experience.

Why Join Castle watch Wealth?

At Castle watch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. We are committed to supporting the professional development of our employees and creating opportunities for continued growth within the practice.

Equal Employment Opportunity & Reasonable Accommodation

Castle watch Wealth is committed to providing reasonable accommodations to qualified applicants and employees with disabilities. Applicants who require an accommodation during the application or interview process may request one.

Castle watch Wealth is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, national origin, ancestry, age, disability, medical condition, genetic information, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.

Background Check

Employment with Castle watch Wealth is contingent upon the successful completion of a background check.

Qualifications

• Current and active securities licenses required - series 7, series 66 and CA life & health.
• Previous experience in wealth management, financial services, or a similar client relationship role strongly preferred.
• Experience with Money Guide Pro  or comparable financial planning software preferred.
• Familiarity with financial calculators and the ability to understand and apply basic financial calculations.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and follow through on time-sensitive requests.
• Professional, service-oriented approach to working with clients and colleagues.
• Strong academic performance, with a college GPA of 3.5 or higher preferred.
• Bachelor’s degree preferred.

Work Schedule

This is an in-office position for the first six months to support training, relationship-building, and integration with the team. After six…