Client Relationship Manager at Probitas Financial

Probitas Financial is a wealth management firm dedicated to providing affluent executives, business owners, and their families with a first-class, highly personalized approach to wealth management. We deliver unparalleled, concierge-level service and strive to elevate our clients’ wealth through comprehensive financial planning and guidance across all aspects of their lives.

We have an immediate opening for a Client Relationship Manager (CRM) in our Newport Beach office. The ideal candidate will have experience in financial services, including operational business processing and client service; marketing experience a plus but not required. This role supports the firm’s president and senior advisor, focusing on delivering a superior client experience.

Summary of Essential Duties

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