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Client Service Manager Job Opening In La Mesa – Now Hiring Transcend Practice Management


Job description

Job Title: Client Service Manager
Location: La Mesa, CA
Status: Part-time HYBRID Flexible hours (20-25 hours/week)
Compensation: $35/hr-$45/hr

We are a tight knit wealth management team dedicated to helping individuals, families, professionals and business owners meet their individual financial goals.

We provide honest, objective, and intelligent advice based on a comprehensive planning process with customized tools.

We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence.

We work on a referral-only basis.

Sound appealing? We operate with a set of shared values: hard work, humility, optimism, responsiveness, and doing whatever needs to be done.

We are building a team with people who share our vision and want to make a real impact.

This is an exciting opportunity to welcome a Client Service Manager to the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service.

The attributes that we are looking for in a teammate include:

  • Unwavering attention to detail and accuracy
  • Client first attitude
  • Strong relationship management skills
  • Ability to anticipate needs and think strategically
  • Natural problem-solving instincts with proposed solutions in hand
  • Passion for caring for and serving others
  • Self-motivated, organized, and deadline-oriented
  • Exceptional verbal and written communication skills
  • Professional integrity and discretion in handling confidential matters
  • Ability to work independently

As a Client Service Manager, you can expect to:

  • Complete paperwork to a high degree of accuracy and in a timely manner (open new accounts, generate and process paper and electronic documents, use DocuSign)
  • Process account transfers (follow up to ensure assets fully transfer)
  • Document rationale for recommendations for IRA’s
  • 529 Plan accounts (open new accounts, service existing accounts, monthly automatic contributions, address changes, etc.)
  • Process account maintenance requests (SWP/PIP, contribution requests, ICP)
  • Monitor and encourage establishment of Trusted Contact record by clients (prepare and process paperwork, generate and mail introductory trusted contact letters)
  • Confirm client and prospect meetings (request documentation)
  • Attend client/prospect meetings with the Advisor
  • Assist with the financial planning process (develop and execute retirement planning for clients, enter data into MoneyGuidePro, maintain plan data over time)
  • Monitor the firm’s social media presence (create annual social media plan, recommend social media campaigns, lead social media outreach efforts)
  • Support work to address insurance needs presented by clients

Qualifications for this role include:

  • Strong computer skills, including proficiency with CRM and MS Office Suite (Word, PowerPoint and Excel)
  • Strong knowledge of financial plans and financial planning software
  • Attention to detail
  • Possesses excellent organization and time management skills
  • Superior verbal communication skills
  • Works well collaboratively and independently
  • Enjoy interacting with people face-to-face and over the telephone
  • Handle multiple tasks/prioritize and operate under tight deadlines
  • Demonstrated ability to work in a fast-paced environment
  • Cultivate an amazing attitude and extraordinary client service
  • Strong work ethic

Whatever path you choose, your commitment to our team will be met with mentorship, learning opportunities, and room to grow.

As a Client Service Manager, you’ll work alongside driven, caring professionals helping successful individuals and families pursue their dreams with clarity and confidence.

Your work will directly impact clients’ lives — and you’ll grow personally and professionally along the way.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you.

We look forward to meeting you!

Required Skill Profession

Operations Specialties Managers


  • Job Details

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Unlock Your Client Service Potential: Insight & Career Growth Guide


Real-time Client Service Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Client Service in La Mesa, United States, highlighting market share and opportunities for professionals in Client Service roles.

133701 Jobs in United States
133701
524 Jobs in La Mesa
524
Download Client Service Jobs Trends in La Mesa and United States

Are You Looking for Client Service Manager Job?

Great news! is currently hiring and seeking a Client Service Manager to join their team. Feel free to download the job details.

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Transcend Practice Management adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying United States laws and regulations

What Is the Average Salary Range for Client Service Manager Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in La Mesa. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Client Service Manager?

Key qualifications for Client Service Manager typically include Operations Specialties Managers and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

How Can I Improve My Chances of Getting Hired for Client Service Manager?

To improve your chances of getting hired for Client Service Manager, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

Interview Tips for Client Service Manager Job Success

Transcend Practice Management interview tips for Client Service Manager

Here are some tips to help you prepare for and ace your Client Service Manager job interview:

Before the Interview:

Research: Learn about the Transcend Practice Management's mission, values, products, and the specific job requirements and get further information about

Other Openings

Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

Dress Professionally: Choose attire appropriate for the company culture.

Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

During the Interview:

Be Punctual: Arrive on time to demonstrate professionalism and respect.

Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

Follow Up: Send a thank-you email to the interviewer within 24 hours.

Additional Tips:

Be Yourself: Let your personality shine through while maintaining professionalism.

Be Honest: Don't exaggerate your skills or experience.

Be Positive: Focus on your strengths and accomplishments.

Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

Turn Off Phone: Avoid distractions during the interview.

Final Thought:

To prepare for your Client Service Manager interview at Transcend Practice Management, research the company, understand the job requirements, and practice common interview questions.

Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Transcend Practice Management's products or services and be prepared to discuss how you can contribute to their success.

By following these tips, you can increase your chances of making a positive impression and landing the job!

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