We have other current jobs related to this field that you can find below
-
Customer Service Representative
2 weeks ago
Santa Barbara, United States Johnson Service Group Full time $20Job DescriptionJob DescriptionJohnson Service Group (JSG) is seeking a Customer Service Representative for a Retail Bank in Santa Barbara, CA.Monday- Friday, 8:00 A.m. to 5:00 P.M. - On-SiteHourly: $20.00 per hourIn this role, you will independently perform basic to moderately complex banking transactions. Actively assist customers with transactions and...
-
Customer Service Representative
2 weeks ago
Santa Barbara, United States Johnson Service Group Full time $20Job DescriptionJob DescriptionJohnson Service Group (JSG) is seeking a Customer Service Representative for a Retail Bank in Santa Barbara, CA.Monday- Friday- On-Site, 8:00 A.M. to 5:00 P.M.Hourly: $20.00 per hour In this role, you will independently perform basic to moderately complex banking transactions. Actively assist customers with transactions and...
-
Customer Service Representative
7 days ago
Santa Barbara, United States Johnson Service Group Full time $20Job DescriptionJob DescriptionJohnson Service Group (JSG) is seeking a Customer Service Representative (Bank Teller) for a Retail Bank in Santa Barbara, CA.Great opportunity for a candidate to be trained and learn the banking industry!Monday- Friday- 8:00 A.M. to 5:00 P.M. On-SiteHourly: $20.00 per hourTemp to hire opportunity.In this role, you will...
-
Customer Service Representative
4 weeks ago
Santa Barbara, United States Johnson Service Group Full timeJob DescriptionJob DescriptionJohnson Service Group (JSG) is seeking a Customer Service Representative for a Retail Bank in Goleta, CA.Monday- Friday- 8:00 A.M. to 5:00 P.M. On-Site Hourly: $20.00 per hour In this role, you will independently perform basic to moderately complex banking transactions. Actively assist customers with transactions and offer...
-
Client Services Representative I
5 days ago
Santa Barbara, California, United States Santa Barbara County, CA Full timePosition OverviewAs an Eligibility Worker I, you will embark on a journey to understand and fulfill the diverse needs of our community members. This role is pivotal in ensuring that individuals from various socioeconomic backgrounds receive the support they require.Key ResponsibilitiesConduct Interviews: Engage with clients through structured interviews to...
-
Client Support Representative
6 days ago
Santa Barbara, California, United States ZipRecruiter Full timePosition Overview:A reputable organization is seeking a Customer Service Specialist to enhance their team on a temporary-to-permanent basis. The successful candidate should possess a minimum of 3-5 years of relevant experience and be proficient in Microsoft and Google applications.Compensation: $25/hourCommencement: ImmediateTemporary to Permanent RoleKey...
-
Client Service Representative
3 months ago
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...
-
Client Service Representative
2 weeks ago
Santa Rosa, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team at VCA Petcare East Veterinary Hospital in Santa Rosa, CA. We take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s...
-
Client Service Representative
1 month ago
Santa Rosa, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Petcare East Veterinary Hospital in Santa Rosa, Ca, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously.With every opportunity, we aim to exceed each pet owner’s...
-
Client Services Representative
3 weeks ago
Santa Monica, United States Company3Method Studios Full timeCompany: Company 3 Position: Client Services Representative Location: Santa Monica, CA *Pay Range: $20.00 USD hourly POSITION SUMMARY: The Client Services Representative is a part of Company 3's Client Services Team and is driven by a commitment to maintain its reputation at the forefront of the industry by providing the most gracious and savvy...
-
Client Services Representative
3 weeks ago
Santa Monica, United States Company3Method Studios Full timeJob DescriptionJob DescriptionCompany: Company 3Position: Client Services RepresentativeLocation: Santa Monica, CA*Pay Range: $20.00 USD hourlyPOSITION SUMMARY:The Client Services Representative is a part of Company 3's Client Services Team and is driven by a commitment to maintain its reputation at the forefront of the industry by providing the most...
-
Client Service Representative
3 months ago
Santa Rosa, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Petcare East Veterinary Hospital in Santa Rosa, Ca, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were...
-
Client Service Representative
3 months ago
Rancho Santa Fe, United States Helen Woodward Animal Center Full timeJob DescriptionJob DescriptionPOSITION: Client Service Representative (CSR - Adoptions)Hours: Part Time (Various days and hours, including weekends and holidays)Hourly Pay Rate: $18/hr Do you enjoy providing high quality customer service while making a positive difference in the world? Come join our team as a Client Service Representative within the...
-
Client Services Representative
3 months ago
Santa Ana, United States Precision Solutions Inc. Full timeJob DescriptionJob DescriptionDo you believe that all it takes is a little communication and a smile to solve most problems?Are you passionate about introducing solutions to clients they haven't even been aware of?Are you ready to grow your career and work for a company that you believe in?Three times yes? Then we need to meet you!Precision Solutions is...
-
Junior Client Service Representative
3 weeks ago
Santa Clara, United States Apex Syndicate Full timeJob DescriptionJob DescriptionIn response to the continued growth of our business, Apex Syndicate is looking for a Junior Client Service Representative to serve the San Jose area. The Junior Client Service Representative will be assigned an external existing customer and new customer base that our clientele provides for us. Our firm is a leading management,...
-
Client Services Representative
5 days ago
Santa Clara, California, United States AppleOne Full timeJob OverviewAre you looking for a position where your contributions can make a difference in the lives of others? Do you thrive in a dynamic environment where you interact with diverse individuals daily? If you are fluent in both English and Spanish, this Client Services Representative role presents a unique opportunity to deliver outstanding support to the...
-
Client Relationship Banker
2 hours ago
Santa Barbara, California, United States Johnson Service Group Full timeJob OverviewJohnson Service Group (JSG) is in search of a Client Relationship Banker. This role involves engaging with clients to provide exceptional banking services and support.Working Schedule: Monday to Friday, 8 AM to 5 PM.Compensation: Competitive hourly rate based on experience.Employment Type: Temporary to Direct Hire.Essential Qualifications:At...
-
Financial Services Representative
1 month ago
Santa Barbara, United States Covenant Trust Full timeJoin a company that is making a difference, and where contributions are recognized and valued. At Covenant Trust Company, we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference...
-
Financial Services Representative
2 months ago
Santa Barbara, United States Covenant Trust Full timeJoin a company that is making a difference, and where contributions are recognized and valued. At Covenant Trust Company, we serve families and institutions with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. We thrive on helping our clients to achieve their purposes and make a difference...
-
Client Service Associate
2 months ago
Santa Barbara, United States Heather Stern Full timeAs 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,...
![Mission Wealth](https://media.trabajo.org/img/noimg.jpg)
Client Service Representative
2 months ago
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth management, working with a team that will inspire your professional and personal best As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Ranked one of the top RIAs in the country, Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
Day-to-Day as Client Services Representative:
- Provide professional and targeted support to the Central/East Coast Operations team, with this position being based in Greensboro, NC
- Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity, Schwab & TD), and prepare Alternative Investments paperwork
- Facilitate account transactions, maintain account registrations, submit, and track account transfers, and assist in obtaining cost basis
- Scan and upload registration documents to Salesforce CRM
- Assist clients with accessing our client portal and uploading documents for clients to access
- Perform administrative office duties including processing all incoming and outgoing mail
- Provide client account information to other departments as required and assist with projects as needed
- Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day
- Bachelor’s degree
- 2+ years’ proven experience in a client service role, within the financial industry
- Curiosity and problem-solving ability
- High emotional intelligence coupled with a passion for client service and experience
- Demonstrated operational experience with Fidelity/Schwab/TD custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
- An impeccable eye for detail plus excellent multi-tasking and time management skills
- Strong knowledge of modern office methods and procedures
- Proficient with the full MS Office Suite
- Proven working knowledge of Salesforce
- Exceptional ability to read, analyze, interpret, and present information
- Adept with mathematical concepts, writing reports, and business correspondence
For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary + team-based bonus plan | medical/dental/vision benefits | 401K | PTO and VTO.
Salary: $55k-$60k plus bonus