Hybrid Client Experience Specialist bei Probitas Financial

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

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.