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
Minimum 3 years of experience in the financial services industry
At least 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 p/h), commensurate with experience
Health Insurance allowance
Paid for applicable licensing fees
Paid time off and sick leave
Paid holidays
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.
