Client Relationship Manager

Probitias is a wealth management firm offering affluent executives, business owners and their families a first class, highly personalized approach to wealth management. We strive to deliver unparalleled, concierge-level service, we strive to elevate our client’s wealth with comprehensive financial planning and guidance across the scope of their lives. We have an immediate opening for a Client Relationship Manager in our Newport Beach, CA office. The ideal candidate will bring financial services experience in marketing, operational business processing and client service. This role supports the firm’s president, our senior advisor, and is for someone who is excited about helping us deliver a superior client experience.

Summary of Essential Duties

The Client Relationship Manager (CRM) supports firm operations, including client service, operations, and marketing. The CRM delivers Probitas’ clients’ experience through direct interaction and marketing touchpoints. This career opportunity requires strong written and verbal communication skills, a can-do attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential. Organizational skills and attention to detail are critical.

General Duties

• Act as the primary contact for client service questions, issues, and problem resolution
• Resolve client questions and account needs
• Participate in client meetings as needed
• Plan and execute multi-faceted marketing campaigns leveraging the firm’s automated resources
• Review and update firm website
• Support general administrative needs as necessary

Outcome

A successful Client Service Relationship Manager will:

• Ensure smooth day-to-day operations and increase operational efficiency of the firm
• Support high client satisfaction rates through excellent service, prompt follow-up and proactive problem solving
• Ensure that paperwork is processed accurately and timely
• Create capacity for the president

• Minimum of three (3) years financial services industry experience
• Minimum of two (2) years in a client service/operations role
• Strong problem resolution skills
• Detail-oriented with a high degree of accuracy
• Exceptional organizational skills: ability to multi-task and follow up with and meet deadlines
• Highly competent computer skills, advanced knowledge of Microsoft Office Suite
• Exceptional oral, written, and interpersonal communication skills
• Impeccable ability to maintain confidentiality and integrity
• Positive attitude, personal organization, and the ability to handle a heavy workload
• Professional appearance and demeanor
• Energetic and eager to learn

Very competitive salary commensurate with your education and experience.

If this position resonates with you and seems to be a perfect fit, we want to hear from y

• Holidays
• Vacation (starting in year two of employment)
• California Sick Leave law
• Growth potential
• Work/life balance with 32-40 hour week flexibility after training period
• Friendly, collegial environment

*Waiting period may apply. Subject to change without notice.

Applications will only be accepted through this listing. No agencies please.

We will be contacting those candidates who we feel may be the best fit for our firm.