Client Services Associate, Robert Half

Client Services Associate

Robert Half

Location:

United States, Santa Barbara

Category:

Banking

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

We are offering a short term contract employment opportunity for a Client Services Associate in the financial services industry, based in Santa Barbara, California. In this role, you will act as a vital link between our clients and our wealth advisors, providing first-rate support and contributing to a smooth and personalized client experience.

Job Responsibility:

Act as the first point of contact, managing inbound calls and emails from clients
Understand and respond to client needs by providing timely and accurate information
Facilitate client account transactions, including deposits, withdrawals, and other essential activities
Collaborate with various teams to resolve client issues and improve service delivery
Stay updated with our products/services to provide comprehensive support
Participate in the creation of client service strategies to enhance the customer experience
Handle client documentation and maintain accuracy in records and data entry
Monitor client accounts, contracts, and agreements to ensure compliance
Assist in the onboarding process for new clients
Address client inquiries and concerns promptly, ensuring high levels of satisfaction

Requirements:

Proven experience in the financial services sector
Familiarity with the banking industry and its practices
Proficiency in executing wire transfers and funds transfers
Demonstrable expertise in wealth management
Exceptional client service skills
Strong verbal and written communication abilities
Ability to work in a fast-paced environment and handle multiple tasks
High attention to detail and accuracy
Solid problem-solving and decision-making skills
Proficiency in using financial software and tools
Excellent interpersonal skills, with the ability to work well in a team
Bachelor's degree in Finance, Business Administration, or a related field

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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