Client Service Associate

4 weeks ago


Santa Barbara, United States Heather Stern Full time

As a Client Services Associate, you’ll be integral in delivering outstanding support to our valued clientele. In this dynamic role, you’ll collaborate closely with our team of wealth advisors and investment professionals to provide personalized financial solutions, ensuring a smooth and tailored client experience. Your exceptional communication skills, keen attention to detail, and commitment to meeting client needs will play a pivotal role in nurturing robust relationships and contributing to the overall success of our firm.

Tasks

Responsibilities:

Day-to-day operations support, including answering inbound calls and emails as the primary point of contact for clients.

Interact with clients to understand their needs and provide timely, accurate information.

Assist in onboarding new clients and guide them through the process.

Address client inquiries and concerns promptly, ensuring high levels of satisfaction.

Verify and facilitate client account transactions, including but not limited to deposits, withdrawals, Required Minimum Distributions (RMD’s) and other pertinent activities.

Collaborate with cross-functional teams to resolve client issues and enhance service delivery.

Maintain up-to-date knowledge of products/services to offer comprehensive support.

Contribute to the development of client service strategies to optimize customer experience.

Manage client documentation and ensure accuracy in records and data entry.

Monitor client accounts, contracts, and agreements to ensure compliance.

Requirements

Qualifications:

Preferably a bachelor’s degree in business, communications, or a related field.

Proven experience in client services or a similar customer-facing role.

Strong communication and interpersonal skills.

Detail-oriented with excellent organizational abilities.

Ability to multitask and prioritize in a fast-paced environment.

Familiarity with CRM systems and proficiency in MS Office suite.

Problem-solving skills and a proactive approach to client satisfaction.

Knowledge of the industry and market trends is a plus.

Ability to work collaboratively within a team and independently.

Exceptional time management skill



  • Santa Barbara, United States Tech Tammina Full time

    We are currently seeking an Director of Client Services - Hybrid Remote to fill a vacant position with one of our Client, located in Santa Barbara, CA. If you possess the necessary qualifications and are interested in pursuing this opportunity, we kindly request that you provide us with your most up-to-date resume. We appreciate your consideration and look...


  • Santa Barbara, United States CJ Corporation Full time

    Job Description As a Client Partnerships Associate, you will be a vital team player to your CJ account team, but you will also frequently collaborate with advertisers. You will be responsible for supporting digital marketing strategies with reporting and insights that will help to determine how to enhance marketing initiatives for successful campaigns. What...


  • Santa Barbara, United States CJ Full time

    **Company Description** From helping to invent the affiliate industry, to performance marketing and what comes next, we’ve earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barbara, California in 1998, CJ (formerly Commission Junction), leads the industry...

  • Executive Chef

    6 days ago


    Santa Barbara, United States NETSPIDER DIGITAL MARKETING AND CLIENT SERVICES Full time

    Job DescriptionJob DescriptionJob Description:We are seeking an& Executive Chef& for Covenant Living Samarkand, in Santa Barbara, CA. While surrounded by all this natural beauty, city-lovers will enjoy our proximity to the cultural sophistication and year-round vibrancy of Santa Barbara. Nestled in the hills just above the town, Covenant Living at the...


  • Santa Barbara, United States Balance Financial Management Full time $120,000 - $150,000

    We are a finance management firm, based in Santa Barbara, Calif., focusing on providing a premium service to our clients to create opportunities for greater impact in the world. Our business is about people and gaining fulfillment through our work! Balance is looking to add a Director of Client Accounting to our team. This position is an extension role to...


  • Santa Clara, United States CSC (Corporation Service Company) Full time

    **Client Service Partner** Santa Clara, California Monday-Friday, 9:00am - 6:00pm AST Hybrid - Believe in doing work you can be proud of? _ - We're the same.As a Client Service Partner, you will be responsible for working with taking and fulfilling orders, as well as managing a portfolio of domain names. Additionally, you will be working with the Product...


  • Santa Barbara, United States Ewing Outdoor Supply Full time

    We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer service for our business and distribute products promptly to our customers. You will represent our company in a professional and cost-effective manner to increase our profitability and customer satisfaction. Candidates with strong communication skills who can make...


  • Santa Barbara, United States NDH Group Ltd Full time

    Senior Accounting Associate NDH Advisors LLC (“NDH”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, Philadelphia, and a strategic...


  • Santa Barbara, United States Ewing Outdoor Supply Full time

    We are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer service for our business and distribute products promptly to our customers. You will represent our company in a professional and cost-effective manner to increase our profitability and customer satisfaction. Candidates with strong communication skills who can make...


  • Santa Barbara, United States Ewing Outdoor Supply Full time

    Job DescriptionJob DescriptionWe are looking for a Customer Service Associate/ Delivery Driver to provide excellent customer service for our business and distribute products promptly to our customers. You will represent our company in a professional and cost-effective manner to increase our profitability and customer satisfaction. Candidates with strong...


  • Santa Barbara, United States CareerBuilder Full time

    If a four-day workweek caring for cats and dogs sounds like your dream job, we'd like to hear from you! As an Animal & Client Care Specialist at Santa Barbara Humane you'll provide compassionate care for animals, bring and keep families together, and perform purpose-driven work in a fun, team environment. This position isn't for everyone - it can be...

  • Accounting Associate

    1 month ago


    Santa Barbara, United States Hutchinson & Bloodgood LLP Full time

    Job DescriptionJob DescriptionAre you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look...


  • Santa Maria, United States Bank of America Full time

    **Job Description:** Financial Center Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. Were looking for the next...

  • Sales Associate

    4 weeks ago


    Santa Barbara, United States Ace Cash Express Full time

    At ACE, you'll MAKE IT EASY for our customers by providing the best customer service! Educate customers on products Listen to customer needs Maintain store security Provide card services Process Money. Gram transactions Complete Bill Pay transactions Sales Associate, Associate, Sales, Retail


  • Santa Barbara, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...


  • Santa Barbara, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...


  • Santa Maria, United States Client Full time

    Sr Field Service Technician - Heavy equipment $35ph - $55ph + Career Progression + Local territory + Lots of Training + Company Vehicle + Overtime + Excellent Benefits & Healthcare planSanta Maria, CA (Commutable from: Orcutt, Los Alamos, Lompoc, Solvang, Pismo Beach, San Luis Obispo)Are you a Sr Field Technician/Mechanic with heavy equipment experience,...


  • Santa Ana, United States Diamond Executives Full time

    Job DescriptionJob DescriptionAt Diamond Executives, our ability to analyze and adapt customer service strategies has given our clients the product recognition and market success they seek. While our clients develop the highest quality technology in telecommunications, we are responsible for delivering it to the local region. We focus on listening,...


  • Santa Barbara, United States Monarch Wealth Strategies Full time

    Position Summary: We are a boutique wealth management firm in downtown Santa Barbara dedicated to providing outstanding services to our clients. The part-time administrative assistant/receptionist will provide administrative support to our three Financial Advisors, ensuring client satisfaction through direct contact with clients and vendors, while adhering...


  • Santa Barbara, United States Monarch Wealth Strategies Full time

    Position Summary: We are a boutique wealth management firm in downtown Santa Barbara dedicated to providing outstanding services to our clients. The part-time administrative assistant/receptionist will provide administrative support to our three Financial Advisors, ensuring client satisfaction through direct contact with clients and vendors, while adhering...