Client Relationship Manager in Illinois

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...