Irvine, CA | Full-Time | On-Site
Cooper McManus is an established and flourishing wealth management firm built on the belief that exceptional client service starts with genuine human connection.
We are seeking a Client Success Coordinator who combines empathy, professionalism, organization, and follow-through. This role is ideal for someone who loves building relationships, anticipates needs before they’re voiced, and takes pride in helping clients feel supported during important life transitions.
Many of our clients are navigating significant personal circumstances. The ability to listen carefully, communicate thoughtfully, and make people feel genuinely cared for is just as important as staying organized and managing details.
If you’re the type of person who naturally remembers birthdays, notices when someone needs help before they ask, and enjoys being the person who keeps everything running smoothly behind the scenes, we’d love to meet you.
The job:
Serve as a Trusted Point of Contact
- Build meaningful relationships with clients and ensure they feel valued, informed, and supported
- Conduct proactive client check-ins throughout the onboarding process and beyond
- Coordinate introductions between new clients and their advisory team
- Monitor client satisfaction and help create an exceptional client experience
- Support Referral Partners and New Client Intake
- Serve as an initial point of contact for referral partners
- Monitor inbound referrals and coordinate internal handoffs
- Prepare advisors and support staff with key client information
- Help ensure a smooth and welcoming onboarding experience
Keep the Details Running Smoothly
- Track onboarding progress and follow up on required documentation
- Maintain accurate client records in Salesforce
- Coordinate client appreciation efforts and special touchpoints
- Notify advisors of important client milestones and life events
- Support advisors and team members with client service initiatives and special projects
What We’re Looking For
Required
- Exceptional interpersonal and communication skills
- Strong organizational skills and attention to detail
- A naturally warm, professional, and service-oriented personality
- Ability to manage multiple priorities in a fast-paced environment
- Strong problem-solving skills and ownership mentality
- Collaborative team-player attitude
Preferred
- Bachelor’s degree
- Experience supporting clients in wealth management, legal services, healthcare, case management, hospitality, or other high-touch service environments
- Experience working with individuals navigating trauma, loss, major life transitions, or emotionally sensitive situations
- Experience with Salesforce, Microsoft Office, Outlook, Teams, DocuSign, and Zoom
Why Join Cooper McManus?
- Be part of a growing and highly respected wealth management firm
- Work in a relationship-driven environment where people come first
- Make a meaningful impact in clients’ lives
- Join a collaborative team that values professionalism, empathy, and excellence
- Grow your career alongside experienced financial professionals
If you’re passionate about helping people, building trust, and delivering an outstanding client experience, we encourage you to apply through our recruiting partner, Widger Talent.