Financial Case Manager
Listed on 2026-10-07
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Social Work
Human Services/ Social Work
We are seeking a highly organized, compassionate, and proactive Settlement Planning Case Manager to guide clients through the settlement planning process from initial engagement through implementation.
This role serves as the primary coordinator of the client experience, ensuring that cases move efficiently, clients remain informed and supported, and important details do not fall through the cracks.
The ideal candidate enjoys helping people during important life transitions, thrives on organization and follow-through, and can manage multiple complex cases simultaneously while maintaining a high level of professionalism and empathy.
Desired Outcomes- Clients feel informed, supported, and confident throughout the process
- Cases move efficiently from intake to implementation
- Communication is timely, professional, and proactive
- Case information, deadlines, and commitments are consistently managed with accuracy
$110,000 - $150,000 yearly
We are seeking a motivated Financial Case Manager to join Kaas Settlement Consulting in Newport Beach, CA, United States.
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