Job details

Client Relationship Manager

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Probitas is a wealth management firm dedicated to providing affluent executives, business owners, and their families with a first-class, highly personalized approach to wealth management. We deliver unparalleled, concierge-level service and strive to elevate our clients’ wealth through comprehensive financial planning and guidance across all aspects of their lives.

We have an immediate opening for a Client Relationship Manager (CRM) in our Newport Beach office. The ideal candidate will have experience in financial services, including operational business processing and client service; marketing experience a plus, but not required. This role supports the firm’s president and senior advisor, focusing on delivering a superior client experience.

Summary of Essential Duties

The Client Relationship Manager (CRM) supports firm operations, including client service, operations, and marketing. This position requires strong communication skills, a can-do attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads, meet deadlines, and maintain attention to detail is critical.

General Responsibilities

Serve as the primary contact for client service inquiries, issues, and resolutions.
Address client questions and manage account needs.
Participate in client meetings as needed.
Plan and execute multi-faceted marketing campaigns using automated tools.
Maintain and update the firm’s website.
Provide general administrative support as needed.

Expected Outcomes

A successful CRM will:

Ensure smooth daily operations and increase the firm’s operational efficiency.
Maintain high client satisfaction through exceptional service, prompt follow-ups, and proactive problem-solving.
Ensure accurate and timely processing of paperwork.
Create capacity for the firm’s president by efficiently managing tasks and responsibilities.

Knowledge, Skills & Attributes

Minimum 3 years of experience in the financial services industry.
At least 2 years in a client service/operations role.
Series 7 and 66 or 65 licenses are strongly preferred but not required.
Strong problem resolution and organizational skills with the ability to multi-task and meet deadlines.
High level of accuracy and attention to detail.
Proficiency in Mac operating system.
Exceptional oral, written, and interpersonal communication skills.
Ability to maintain confidentiality and integrity.
Positive attitude, professional demeanor, and eagerness to learn.
Ability to manage a heavy workload with energy and enthusiasm.

We value our team and offer*:

Competitive salary - $70k - $80k, commensurate with education and experience.
Holidays, vacation (starting in year two of employment), and sick leave.
Opportunities for growth and professional development.
Work-life balance with 32–40-hour week flexibility after the training period.
A friendly, collegial environment.

*Waiting periods may apply.

Ready to Apply?

If this role resonates with you, we want to hear from you! Submit your application through this listing. No agencies, please.

We appreciate your interest and will contact candidates who best match our firm’s needs.

Average salary estimate

$75000 / YEARLY (est.)

min

max

$70000K

$80000K

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What You Should Know About Client Relationship Manager, Build My Great Team

Join Probitas as a Client Relationship Manager (CRM) and become a vital part of our wealth management firm nestled in Newport Beach. We pride ourselves on offering an exceptional, personalized service to affluent executives, business owners, and their families. In this role, you'll support our firm's president and senior advisor, ensuring that our clients experience an unparalleled level of service. Your responsibilities will include managing client inquiries, handling account needs, and participating in client meetings. You’ll also have the opportunity to utilize your marketing skills by planning and executing multi-faceted campaigns and maintaining our firm's website. What sets you apart is not just your experience in the financial services sector but your enthusiasm and strong communication skills that foster a proactive and positive environment. At Probitas, we value accuracy and attention to detail, along with your ability to manage a busy workload with energy. You'll help in enhancing the firm’s operations, increasing efficiency, and ensuring that client satisfaction remains high. We also offer a competitive salary, flexibility, and opportunities for professional growth, all within a friendly and collegial atmosphere. If you’re ready to bring your skills in client service and operations to a firm that prioritizes personalized and concierge-level service, we can't wait to hear from you!

Frequently Asked Questions (FAQs) for Client Relationship Manager Role at Build My Great Team

What are the key responsibilities of a Client Relationship Manager at Probitas?

As a Client Relationship Manager (CRM) at Probitas, you'll play an essential role in supporting our operations. Your key responsibilities will include being the primary contact for client inquiries, managing account needs, and assisting in planning and executing marketing campaigns. Additionally, you'll participate in client meetings to ensure their needs are met and satisfaction remains high.