Build My Great Team® by Atticus®
Client Experience Specialist
Build My Great Team® by Atticus®, Newport Beach, California, us, 92659
3 days ago Be among the first 25 applicants
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Build My Great Team by Atticus provided pay range
This range is provided by Build My Great Team by Atticus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$25.00/yr - $32.00/yr Probitas Financial
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. 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
Requirements
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
3+ years of experience in the financial services industry 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
Benefits
Why Join Probitas?
Competitive compensation ($25 - $32/hr), commensurate with experience Paid holidays Paid vacation Health Insurance allowance Applicable Licensing fees 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Industries Non-profit Organizations and Primary and Secondary Education Referrals increase your chances of interviewing at Build My Great Team by Atticus by 2x Sign in to set job alerts for “Client Specialist” roles.
Irvine, CA $60,000.00-$70,000.00 2 weeks ago Sr. Client Relations Manager - South Coast Plaza
Santa Ana, CA $75,000.00-$200,000.00 2 weeks ago Client Support Specialist - Newport Beach, CA
Newport Beach, CA $20.00-$28.00 1 month ago Irvine, CA $65,000.00-$75,000.00 1 week ago Irvine, CA $60,000.00-$97,000.00 2 weeks ago Hospitality Specialist - Rolex Boutique, South Coast Plaza
Santa Ana, CA $56,160.00-$58,240.00 1 month ago San Juan Capistrano, CA $25.00-$29.00 2 weeks ago Newport Beach, CA $55,900.00-$74,700.00 1 month ago Irvine, CA $55,000.00-$65,000.00 6 days ago Brea, CA $85,000.00-$100,000.00 3 days ago Orange County, CA $24.00-$25.00 3 weeks ago Executive Assistant to the President, ADHC
Newport Beach, CA $19.00-$20.00 3 months ago Newport Beach, CA $22.00-$24.00 2 days ago Newport Beach, CA $90,000.00-$110,000.00 1 week ago Newport Beach, CA $87,000.00-$93,000.00 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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This range is provided by Build My Great Team by Atticus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$25.00/yr - $32.00/yr Probitas Financial
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. 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
Requirements
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
3+ years of experience in the financial services industry 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
Benefits
Why Join Probitas?
Competitive compensation ($25 - $32/hr), commensurate with experience Paid holidays Paid vacation Health Insurance allowance Applicable Licensing fees 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Industries Non-profit Organizations and Primary and Secondary Education Referrals increase your chances of interviewing at Build My Great Team by Atticus by 2x Sign in to set job alerts for “Client Specialist” roles.
Irvine, CA $60,000.00-$70,000.00 2 weeks ago Sr. Client Relations Manager - South Coast Plaza
Santa Ana, CA $75,000.00-$200,000.00 2 weeks ago Client Support Specialist - Newport Beach, CA
Newport Beach, CA $20.00-$28.00 1 month ago Irvine, CA $65,000.00-$75,000.00 1 week ago Irvine, CA $60,000.00-$97,000.00 2 weeks ago Hospitality Specialist - Rolex Boutique, South Coast Plaza
Santa Ana, CA $56,160.00-$58,240.00 1 month ago San Juan Capistrano, CA $25.00-$29.00 2 weeks ago Newport Beach, CA $55,900.00-$74,700.00 1 month ago Irvine, CA $55,000.00-$65,000.00 6 days ago Brea, CA $85,000.00-$100,000.00 3 days ago Orange County, CA $24.00-$25.00 3 weeks ago Executive Assistant to the President, ADHC
Newport Beach, CA $19.00-$20.00 3 months ago Newport Beach, CA $22.00-$24.00 2 days ago Newport Beach, CA $90,000.00-$110,000.00 1 week ago Newport Beach, CA $87,000.00-$93,000.00 4 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr