9 Client Services Associate Jobs in Santa Barbara, CA
Robert Half is Hiring a Client Services Associate Near Santa Barbara, CA
Robert Half has partnered with a wealth management firm to recruit for a Client Services Associate. As a Client Services Associate you will play a crucial role in providing exceptional support and service to our esteemed clientele. In this dynamic position, you will work closely with our team of wealth advisors and investment professionals to deliver personalized financial solutions and ensure a seamless client experience. Your excellent communication skills, attention to detail, and dedication to meeting client needs will be pivotal in fostering strong relationships and contributing to the overall success of our firm.
Responsibilities:
- Ensuring "white glove” client service process
- Provide exceptional service to all prospects and clients
- Act as the primary point of contact for clients, responding to inquiries, requests, and resolving issues promptly and professionally.
- Assist in the onboarding process for new clients, ensuring all necessary documentation is complete and compliant with regulatory standards.
- Process account maintenance requests, such as address changes, beneficiary updates, and investment transfers.
- Monitor account activity and alert advisors to any unusual transactions or potential compliance concerns.
- Support advisors in gathering client data for financial plans and updating plans as needed.
- Assist in the preparation of financial projections and recommendations for clients.
- Ensure timely communication with clients on market updates, investment strategy, and portfolio performance.
- Schedule and coordinate client meetings, preparing meeting materials and follow-up documents.
- Adhere to industry regulations and internal compliance policies, safeguarding client data and maintaining confidentiality.
- Assist with maintaining client records, ensuring all documentation is up-to-date and compliant.
- Manage protocols for onboarding new clients, processes, maintaining existing clients, and provide systematic communication to improve communication.
- Move large sums money (ACH, wires, check).
- Provide clients documentation, via DocuSign or hard copies per client preference.
- Participate in special project as assigned.
- Document all communications in Wealthbox.
- Utilize Orion (financial reporting software), Custodian Websites (Fidelity TD Ameritrade, Schwab), Teams (intraoffice communication), Zoom, Last Pass, Adobe) systems
Job Summary
Full Time
$47k-60k (estimate)
11/29/2023
05/22/2024
roberthalf.com
Menlo Park, CA
>50,000
Related Companies
The job skills required for Client Services Associate include Client Service, Communication Skills, Attention to Detail, Wealth Management, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
