Client Relationship Manager in California

Probitias is a wealth management firm offering affluent executives, business owners and their families a first class, highly personalized approach to wealth management. We strive to deliver 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 for someone who is excited about helping us deliver a superior client experience.

Summary of Essential Duties

The Client Relationship Manager (CRM) supports firm operations, including client service, operations, and marketing. The CRM delivers...

Probitias is a wealth management firm offering affluent executives, business owners and their families a first class, highly personalized approach to wealth management. We strive to deliver 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 for someone who is excited about helping us deliver a superior client experience.

Summary of Essential Duties

The Client Relationship Manager (CRM) supports firm operations, including client service, operations, and marketing. The CRM delivers...

Introduction:

Are you a relationship-building expert with a passion for understanding clients’ needs and delivering tailored solutions? Do you thrive on creating meaningful connections and ensuring client satisfaction while driving business growth? If you’re a strategic thinker who excels at managing client accounts and fostering long-term partnerships, then our client has the perfect role for you. We’re looking for a Client Relationship Manager (aka The Client Champion) to lead client engagement efforts, build trust, and deliver exceptional results.

As the Client Relationship Manager at our client, you’ll play a pivotal role in managing key accounts, understanding client needs, and aligning services to meet business objectives. This role isn’t just about maintaining relationships—it’s about becoming a trusted advisor who anticipates client needs, drives satisfaction, and ensures mutual...