Client Experience Specialist

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Build My Great Team by Atticus provided pay range

This range is provided by Build My Great Team by Atticus. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$25.00/yr - $32.00/yr

Probitas Financial

About Probitas Financial

Probitas Financial is a boutique wealth management firm based in Newport Beach, committed to serving affluent executives, business owners, and their families with concierge-level service. We offer a highly personalized, comprehensive approach to financial planning that supports our clients' goals across every aspect of their lives.

Probitas Financial

Newport Beach, CA 92660 | In-Office | Part-Time or Full-Time Opportunity

About Probitas Financial

Probitas Financial is a boutique wealth management firm based in Newport Beach, committed to serving affluent executives, business owners, and their families with concierge-level service. We offer a highly personalized, comprehensive approach to financial planning that supports our clients' goals across every aspect of their lives.

About The Role

We are seeking a Client Experience Specialist to join our team. This in-office role supports the firm's president and senior advisor and plays a key part in delivering an exceptional client experience. The ideal candidate will bring prior experience in financial servicesespecially in client service and operational business processing. Marketing knowledge is a plus but not required.

Key Responsibilities

The Client Experience Specialist supports firm operations across client service, administration, and marketing. This role requires excellent communication, a can-do attitude, and the ability to stay organized while juggling multiple priorities.

• Serve as the main point of contact for client service requests and account support
• Manage account servicing needs, follow up on client inquiries, and ensure prompt resolution
• Participate in client meetings and assist with follow-up actions as needed
• Coordinate and execute marketing campaigns using automated tools
• Maintain and update the firm's website
• Provide general administrative and operational support
  
  

Requirements

What Success Looks Like

• Ensure smooth daily operations and boost overall efficiency
• Deliver a consistently high-quality client experience through proactive communication and service
• Accurately process client paperwork and maintain well-organized records
• Create capacity for leadership by taking ownership of day-to-day responsibilities
  
  

Qualifications

• 3 years of experience in the financial services industry
• 2 years in a client service or operational role
• Strong organizational skills, attention to detail, and ability to prioritize effectively
• Confident communicator with excellent written and verbal skills
• Proficiency in Mac OS and comfort with technology
• Professional, positive, and proactive mindset
• Ability to maintain confidentiality and exercise sound judgment
• Self-starter who thrives in a collaborative, high-integrity environment
  
  

Benefits

Why Join Probitas?

• Competitive compensation ($25 - $32/hr), commensurate with experience
• Paid holidays
• Paid vacation
• Health Insurance allowance
• Applicable Licensing fees
• Opportunities for professional growth and advancement
• Flexible schedule (25-40 hours per week) to support work-life balance
• A collegial and professional in-office environment
• Note: Waiting periods may apply for certain benefits
  
  

Ready to Apply?

If this role resonates with you, we'd love to hear from you. Please submit your resume and a brief note sharing why you're interested.

No agencies or direct inquiries, please. We appreciate your interest and will contact candidates who best meet the firm's needs.

Seniority level

• Seniority level Mid-Senior level
  
  

Employment type

• Employment type Full-time
  
  

Job function

• Job function Administrative
• Industries Non-profit Organizations and Primary and Secondary Education
  
  

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