Client Experience Specialist

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 services—especially 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

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

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.
Employment Type: Full-Time
Salary: $ 25.00 32.00 Per Hour