Client Services Manager

About the role

Kaas Settlement Consulting is a boutique, high-volume structured settlement and financial planning firm in Newport Beach. We guide injured individuals and their families through complex settlement planning: structured payments, special needs trusts, government benefit protection, and more. The work is consequential. We run like a financial emergency room — fast, precise, and deeply human.

What You'll Own

• Client Management: Manage cases A to Z: intake, file setup, documentation, correspondence, follow-up, policy issuance
• Serve as the primary client contact — responsive, calm, and reassuring from first call to final check
• Coordinate with attorneys, trust professionals, advisors, and partners to keep cases moving
• Escalate urgent concerns with sound judgment; consult with leadership on complex cases

Qualifications

• 2–10+ years in a client-facing financial services, legal, or professional services role (experience level informs comp)
• Proficiency in Microsoft Office, especially Excel; Salesforce experience a strong plus
• Exceptional written and verbal communicator
• High EQ: you read people well, stay even-keeled under pressure, and genuinely care
• Able to work fully on-site in Newport Beach