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New Aspect Financial Services LLC. · 1 day ago

Bilingual Client Service Manager (CSM)

Novato, CA

Full-time

Onsite

Mid Level

$75K/yr - $90K/yr

3+ years exp

New Aspect Financial Services LLC. is a dynamic and growing financial services firm specializing in retirement planning and employee benefits. The Bilingual Client Service Manager (CSM) plays a critical role in delivering a high-touch client experience and managing daily client service needs while supporting strategic advisor activities.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Serve as the primary service contact for assigned client relationships, including employers and individual plan participants

Conduct one-on-one and group educational meetings with employees on retirement plans and employee benefits options

Prepare and present plan reviews, enrollment presentations, and investment education sessions

Proactively address service issues, resolve inquiries, and escalate when appropriate

Coordinate onboarding and plan setup with internal teams and external partners (recordkeepers, TPAs, carriers)

Maintain up-to-date client files (physical and digital) and CRM systems (e.g., Redtail)

Process applications, transactions, and account maintenance tasks accurately and efficiently

Prepare meeting materials and finalize minutes from client meetings

Support lead advisors in developing and retaining business through timely service, marketing initiatives, and event support

Assist in organizing and executing client seminars and community events

Establish and maintain strong working relationships with strategic partners and third-party vendors

Qualification

Client Relationship ManagementFinancial Services ExperienceBilingual (English/Spanish)Securities Industry Essentials (SIE)FINRA Series 6 LicenseFINRA Series 65 LicenseCalifornia Life Insurance LicenseMicrosoft Office SuiteCRM PlatformsInterpersonal SkillsPresentation SkillsProblem-Solving SkillsOrganizational AbilitiesAttention to Detail

Required

Bachelor's degree required or equivalent relevant experience

Minimum 3 years in the financial services industry, preferably with client-facing responsibilities in retirement or benefits administration

Securities Industry Essentials (SIE) Exam must be completed within the first 6 months of employment

A FINRA Series 6 license is required to assist employees with retirement plan investment options and must be obtained within 12 months of hire

A FINRA Series 65 license is required to provide investment advice to plan participants and must be obtained within 12 months of hire

A California Life, Accident, and Health Insurance License is required to support employee benefits services and must be obtained within 12 months of hire

Bilingual: Proficiency in both English and Spanish (written and verbal) is required

Technical Skills: Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook), CRM platforms (Redtail), Zoom, Adobe, and online scheduling tools (Calendly)

Excellent interpersonal and presentation skills

Strong problem-solving and organizational abilities

High attention to detail and ability to manage multiple priorities

Maintains a professional demeanor with the ability to work independently and within a team