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IMA Financial Group

Client Manager

IMA Financial Group · Anaheim, CA; Pasadena, CA

Posted about 2 months ago

or apply directly on IMA Financial Group's site. We never take the application ourselves.

Is this posting real?

This role has been open
72 days
IMA Financial Group's roles stay open a median of 79 days
Reposted
No
Salary listed
No
1% of IMA Financial Group's roles list one
Ghost-job risk at IMA Financial Group
high
88 stale, 4 reposted of 88 open
Hiring momentum
129 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from IMA Financial Group's own greenhouse board since 2026-08-03. Full hiring picture for IMA Financial Group.

About this role

The Client Manager is responsible for overseeing a dedicated book of business primarily consisting of lower-complexity clients. This role involves acting as the primary point of contact for clients, managing Salesforce for workflow and data quality, resolving client issues, and supporting all phases of the client lifecycle. Additionally, the Client Manager may coach junior team members and is expected to uphold the company's core values.

Our read on this posting2.6out of 5
benefits
5/5
freshness
1/5
career value
3/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IMA Financial Group as an employer.

What you need

  • Active Life & Health License
  • 2+ years relevant experience
  • Technical application skills: OE guide applications, Salesforce
  • Effective oral & written communication skills
  • Problem solving
  • Emotional intelligence

What you get

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision

Worth weighing

  • Salary range provided is $85,000 — $105,000 USD
  • Role involves managing a book of primarily low-complexity clients
  • No specific mention of advanced client management skills or high-complexity client experience required

Summarised from IMA Financial Group's posting. Read the full original.

Listed by IMA Financial Group on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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