Client Experience & Settlement Planning Lead

Posted today

kaas settlement consultingNewport Beach (CA)

SENIORITY

Senior

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About the role

Kaas Settlement Consulting in Newport Beach, California, is seeking a compassionate and proactive Settlement Planning Case Manager. This role focuses on guiding clients through the settlement planning process from engagement to implementation. The ideal candidate excels at managing multiple cases while ensuring clients feel supported and informed throughout. Strong organizational and communication skills are essential for success in this position.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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