Client Service Representative

6 days ago


Santa Barbara, California, United States Heather Stern Full time

About Heather Stern

We are a dynamic and forward-thinking firm, dedicated to delivering exceptional financial solutions to our valued clientele.

As a Client Service Associate at Heather Stern, you will play a pivotal role in providing outstanding support to our clients. You will 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 be instrumental in nurturing robust relationships and contributing to the overall success of our firm.



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