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Client Experience Manager — Advisor Support
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-08-30
Listing for:
Jonus Group
Full Time
position Listed on 2026-08-30
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Jonus Group is seeking a Client Service Manager to support a high-touch financial services team in Walnut Creek, CA. You will manage client relationships, prepare paperwork, and coordinate advisor-focused education and reporting.
The role requires solid communication, strong organizational skills, and familiarity with CRM systems to document activity and sustain client satisfaction. Enthusiasm for compliance and teamwork is essential.
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