Wealth manager offers affluent executives, business owners and their families a first class, highly personalized approach to wealth management. Delivering unparalleled, concierge-level service, we strive to elevate our client’s wealth with comprehensive financial planning and guidance across the scope of their lives.
We have an immediate opening for a Client Relationship Manager in our Newport Beach, CA office. The ideal candidate will bring financial services experience in marketing, operational business processing and client service. This role supports the firm’s president, our senior advisor, and is excited about helping us deliver a superior client experience.
Summary of Essential Duties
The Client Relationship Manager supports firm operations, including client service, operations, and marketing. The CRM delivers Probitas’ client experience through direct client interaction and marketing touchpoints. The position requires strong written and verbal communication skills, a can-do attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential. Organization skills and attention to detail are critical.
Outcome
A successful Client Service Relationship Manager will:
Ensure smooth day-to-day operations and increase operational efficiency of the firm
Support high client satisfaction rates through excellent service, prompt follow-up and proactive problem solving
Ensure that paperwork is processed accurately and timely
Create capacity for the senior advisor
General Duties
Act as the primary contact for client service questions, issues, and problem resolution
Work seamlessly with the B/D and firm partners to handle client service requests
Participate in client meetings as needed
Plan and execute multi-faceted marketing campaigns leveraging the firm’s automated resources
Review and update firm website and social media
Support general administrative needs as necessary
Knowledge, Skills & Attributes
Required Qualifications
Minimum of two (2) years financial services industry experience
Minimum of two (2) years in a client service / operations role / client facing experience
Strong problem resolution skills
Detail-oriented with a high degree of accuracy
Exceptional organizational skills: ability to multi-task and follow up with and meet deadlines
Highly competent computer skills, advanced knowledge of Microsoft Office Suite
Exceptional oral, written, and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Positive attitude, personal organization, and the ability to handle a heavy workload
Professional appearance and demeanor
Energetic and eager to learn