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Client Service Associate
1 week ago
Stifel Financial Corporation Santa Barbara, United StatesUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Fin ...
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Guest Services Associate
1 week ago
Santa Barbara Botanic Garden Inc Santa Barbara, United StatesJob Description · Job DescriptionA Day in the Life: · As the first point of contact for our visitors, the Guest Services Associate role is an important one. You perform a variety of visitor-focused tasks, including welcoming people in a friendly and engaging manner, directing tra ...
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Digital Library Federation Santa Barbara, United StatesEducation Requirements · At the time of application, an ALA-accredited Master's degree in Library or Information Science (or equivalent foreign degree) or an advanced degree in a relevant field. · Minimum Compensation in Local Currency · The posted UC Salary Scales set the mini ...
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University of California, Santa Barbara Santa Barbara, United StatesPosition overview · Position title: · Systems Librarian for Technical Services & Associate Director · Salary range: · The posted UC Salary Scales set the minimum pay determined by rank and step at appointment. See 26A for the salary range. A reasonable estimate for this posit ...
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Digital Library Federation Santa Barbara, United StatesEducation Requirements · At the time of application, an ALA-accredited Masters degree in Library or Information Science (or equivalent foreign degree) or an advanced degree in a relevant field. · Minimum Compensation in Local Currency · The posted UC Salary Scales set the mini ...
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Guest Service Associate
2 weeks ago
European Wax Center Santa Barbara, United States_**Guest Service Associate/Sales Associate**_ · - **LOVE TO HELP OTHERS LOOK AND FEEL GORGEOUS? JOIN OUR TEAM**_ · Are you passionate about people and beauty? Are you naturally confident and outgoing? Does the idea of earning excellent commission drive you? If so, you need to joi ...
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Guest Service Associate
3 days ago
Go Rentals Santa Barbara, United States**About Us** · Go Rentals was founded in 1995 to meet a clear need for a high-touch, quality vehicle rental service for discerning business and leisure travelers. Since its launch, Go Rentals has grown into a leading car rental service company with unrivaled knowledge, experience ...
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Guest Services Associate
3 weeks ago
Santa Barbara Botanic Garden Inc Santa Barbara, United States**A Day in the Life**: · As the first point of contact for our visitors, the Guest Services Associate role is an important one. You perform a variety of visitor-focused tasks, including welcoming people in a friendly and engaging manner, directing traffic flow in the parking lot, ...
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Client Service Associate
3 weeks ago
Anderson Financial Solutions & Insurance Services Santa Barbara, United States**Position Summary**: · **Key Responsibilities**: · - Perform clerical functions related to opening client accounts and ongoing account updates based on account features chosen by the client. · - Work with the Director of Operations and clients to obtain required documents based ...
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Customer Service Sales Associate
1 week ago
The Hertz Corporation Goleta, United StatesThe Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales suppor ...
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Customer Service Associate
2 weeks ago
Moss Motors, Ltd. Goleta, United StatesJOB POSTING · - **Customer Returns Associate**_ · **FSLA Status**: Full-Time Non-Exempt · **Compensation**: Hourly Range of $18.00 to $19.00 DOE · **Department**: Quality Assurance - 256 · **Report to**: Quality Assurance Manager · Moss Motors is seeking an individual to fill a C ...
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Undergraduate Intake Advisor
2 weeks ago
University of California Santa Barbara, United States Part timeJob Posting Details · Payroll Title: Blank Assistant 3 · Job Code: 004722 · Job Open Date: 4/16/24 · Application Review Begins: 5/1/24; open until filled · Department Code-Name: ENGR - Dean, College of Engineering · Percentage of Time: 50% · Employee Class (Appointment Type): St ...
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Bank Teller
3 weeks ago
KORE1 Santa Barbara, United StatesSummary: · The Customer Service Representative conducts customer and bank transactions with accuracy, speed, efficiency and professionalism to meet the high quality service delivery standards of the bank. The incumbent consistently follows all security and safety measures and act ...
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Information Technology Administrator
1 week ago
University of California Santa Barbara, United States Full timeJob Posting Details · Payroll Title: INFO SYS ANL · Job Title: Information Technology Administrator · Job Code: 7308 · Job Open Date: 4/24/24 · Application Review Begins: 5/8/24 · Department Code (Name): ASTD (ASSOCIATED STUDENTS) · Percentage of Time: 100 · Union Code (Name): ...
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2023-2024 Paraprofessional Job opening
2 weeks ago
Soliant Santa Barbara, United StatesMinimum 1+ years paraprofessional or special education experience required. · Soliant is currently seeking candidates for a paraprofessional that would be working near Santa Barbara, CA. · The paraprofessional must meet all requirements: · High School Diploma or Associates degree ...
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Certified Occupational Therapy Assistant
3 weeks ago
Zenex Partners Santa Barbara, United StatesWe are seeking a dedicated and compassionate Certified Occupational Therapy Assistant to join our team. As a Certified Occupational Therapy Assistant, you will work under the supervision of an Occupational Therapist to provide therapeutic services to patients of all ages. This is ...
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Office Administration
4 days ago
Leonard Unander Associates, Inc. Santa Barbara, United StatesOFFICE MANAGER / ADMINISTRATION (Santa Barbara) · Leonard Unander Associates, Inc. (LUA) is a high-end "boutique" custom home builder in Santa Barbara. As a family-owned and operated firm, we are committed to providing Clients with an unparalleled standard of quality and craftsma ...
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Educational Facilities Planner
1 week ago
University of California Santa Barbara, United States Full timeJob Posting Details · Payroll Title: PLNG SPEC 3 · Job Code: 7083 · Job Open Date: 3/28/2024 · Application Review Begins: 4/15/2024 · Department Code (Name): BAPO (BUDGET & PLANNING OFFICE) · Percentage of Time: 100% · Union Code (Name): 99 · Employee Class (Appointment Type): S ...
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Senior Account Executive
4 days ago
BBJ La Tavola Santa Barbara, United StatesCOMPANY · At BBJ La Tavola, we are invested in helping you develop your career. There are countless ways for our team members to learn and grow, including internal mobility. Our company culture builds connections, careers, and employee opportunities by creating a workplace that v ...
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associate governmental program analyst
3 weeks ago
State of California Santa Barbara County, United StatesJob Posting: AGPA Regional Business Specialist · Department of Rehabilitation · JC AGPA Regional Business Specialist · ASSOCIATE GOVERNMENTAL PROGRAM ANALYST $5, $7,329.00 per Month · Final Filing Date: 6/7/2024 · Application Methods: Electronic (Using your CalCareer Accou ...
Client Service Associate - Santa Barbara, United States - Heather Stern
Description
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
Client Service Associate professionals in Santa Barbara
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Adam Biederman
Senior Copywriter, Co-Founder
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Lyndsay Maas
Business Management and Finance Professional