Jobs
>
Santa Monica

    Customer Experience Associate - Santa Monica, United States - HR Pals LLC

    HR Pals LLC
    HR Pals LLC Santa Monica, United States

    1 week ago

    Default job background
    Description

    Our client is seeking a Customer Experience Associate to join their team

    Our client is a comprehensive financial advisory firm that focuses on helping their clients thrive. They work with clients of all sizes and types but focus on clients who are complex and value the services they provide. Their specialties include financial planning, investment management, outside professional coordination, etc. They are a small, close-knit team which collaborates often and immensely values each others' skills. They are primarily located in Santa Monica and El Segundo.

    Core Values:

    • Rationality - They are committed to objectivity, grounded evidence and reasonably accessing facts as they are presented
    • Inclusivity - They want to work with clients and teammates with differing perspectives and opinions, while encouraging constructive debate
    • Commitment to Excellence - They strive to consistently provide their clients with the very highest level of service.
    • Justice - They judge everyone based solely on the content of their character
    • Respect - They believe in respect for the individual, for clients, for choices
    • Client-centric - The welfare and success of their clients is our top priority
    Responsibilities:
    • You're excited about providing the highest level of care for their clients.
    • You love to solve challenges, either technology or process related. You don't mind saying "I don't know" but always follow up once you've tracked down a solution.
    • You are a self-starter. Taking initiative comes easily to you.
    • You'll be there to onboard new clients with well laid out steps and paperwork
    • When clients need something, and they know how helpful and responsible you are, they'll reach out directly to you with questions, requests to transfer money, etc
    • You'll help keep things running smoothly by ensuring that ongoing work for clients is completed on-time, efficiently and most importantly, correctly.
    Optimal Talents and Candidate Strengths:
    • Ability to work from the Santa Monica office 2-3 days/week
    • Client service oriented (a calm, friendly and helpful personality)
    • Excellent verbal and written communication skills
    • Detail oriented and methodical
    • Embraces new technology
    • Problem solver
    • Ability to adapt: independent as well as a team player
    • Bachelor's degree preferred
    • Very strong computer proficiency/macOS preferred
    • Ideally have experience with:
      • Excel (Not afraid of an Excel pivot table, can do basic calculations and comfortable with large data sets)
      • Basic proficiency or understanding of accounting related work
      • Gmail, Google Sheets and Docs
      • Salesforce
      • Orion portfolio management
    • Likes dogs a plus. There are two four-legged friends in the office.
    • $70K / Excellent benefits:
      • 401K match
      • Bonus potential
      • 90% of employee's health insurance covered, 50% of family
      • Profit Sharing
      • Excellent family leave benefits
    Our client acknowledges that equal opportunity for all persons is a fundamental human
    value. Each employee and applicant will be considered on the basis of individual ability and merit, without regard to race, color, religion, age, sex, sexual orientation, gender identity, gender expression, pregnancy, national origin, marital status, physical disability, mental disability, medical condition, genetic information, protected military or veteran status, or any other characteristics.

    For more job opportunities, follow us at .
  • Dr. Squatch

    Customer Experience Associate

    1 week ago

    Dr. Squatch Marina del Rey, United States

    **Why We Exist and What We Do**: · **About the Role**: · The Customer Experience Associate will be an integral member of a highly cross-functional team at Dr. Squatch. They will be a key component in resolving day-to-day customer service issues, working directly with our outsourc ...

  • Compound

    Visitor Experience Associate

    1 week ago

    Compound Long Beach, United States

    **Visitor Experience Associate** · - Organization Overview_ · Compound is a cultural complex in the heart of the Zaferia district of Long Beach. Compound is dedicated to the intersection of art, wellness and community engagement. It is a new space for culture and community to pro ...

  • Retro Fitness of Mesquite

    Member Experience Associate

    1 week ago

    Retro Fitness of Mesquite Pasadena, United States

    **Benefits and Perks**: · - Flexible scheduling · - Growth Opportunities · - Complimentary Gym Membership · **Job Expectations**: · - Work your scheduled shifts and arrive on time every shift · - Arrive for your shift in full uniform: brand-approved shirt, khaki or black athletic ...

  • HR Pals LLC

    Customer Experience Associate

    1 week ago

    HR Pals LLC Santa Monica, United States

    Our client is seeking a Customer Experience Associate to join their team · Our client is a comprehensive financial advisory firm that focuses on helping their clients thrive. They work with clients of all sizes and types but focus on clients who are complex and value the services ...

  • FIGS

    Customer Experience Associate

    1 week ago

    FIGS Santa Monica, United States

    **Customer Experience Associate** · at FIGS Santa Monica, CA FIGS is looking for a Customer Experience Associate to work directly with FIGS customers to ensure that they have a memorable and awesome experience. As part of the Customer Experience team, you will provide support to ...

  • Quantum Financial Advisors

    Client Experience Associate

    2 days ago

    Quantum Financial Advisors Santa Monica, United States

    Who we are: · Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial pl ...

  • Quantum Financial Advisors

    Client Experience Associate

    2 weeks ago

    Quantum Financial Advisors Santa Monica, United States

    Who we are: · Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial p ...

  • HR Pals

    Customer Experience Associate

    3 days ago

    HR Pals Santa Monica, United States

    Job Description · Job DescriptionOur client is seeking a Customer Experience Associate to join their team · Our client is a comprehensive financial advisory firm that focuses on helping their clients thrive. They work with clients of all sizes and types but focus on clients who a ...

  • NeueHouse

    Member Experience Associate

    1 week ago

    NeueHouse Venice, United States

    In support of our Venice Beach location, the Membership Experience Associate is one of the most visible and connected/connective roles within NeueHouse. Reporting to the Membership Manager, this role sets the standard of service for all the NH Member Associate, Front Desk, Experi ...

  • NeueHouse

    Member Experience Associate

    6 days ago

    NeueHouse Marina del Rey, United States

    NeueHouse is a work and social club where creatives and though-leaders gather and connect. Our community of members align in their ambition to live a creative life, supported by an elevated experience bringing work and social together through iconic buildings, timeless design, th ...

  • Dr. Squatch

    Customer Experience Associate

    1 week ago

    Dr. Squatch Marina del Rey, United States

    Why We Exist and What We Do: · At Dr. Squatch ), we're raising the bar on men's personal care with our line of natural, high-performance products. We're on a high-growth, fast-moving ride, continually introducing new product categories, launching into retailers nationwide, and g ...

  • NeueHouse

    Member Experience Associate

    2 days ago

    NeueHouse Los Angeles, United States

    Job Description · Job DescriptionNeueHouse is a work and social club where creatives and though-leaders gather and connect. Our community of members align in their ambition to live a creative life, supported by an elevated experience bringing work and social together through icon ...

  • Ralph Lauren Corporation

    Client Experience and Hospitality Associate

    1 week ago

    Ralph Lauren Corporation Beverly Hills, United States

    The Hospitality Support Associate ensures that exceptional luxury service standards, product/brand expertise, and hospitality are consistently communicated to all customers through all customer contact points, including in-person and over the telepho Hospitality, Associate, Hospi ...

  • Ralph Lauren

    Client Experience and Hospitality Associate

    1 week ago

    Ralph Lauren Beverly Hills, United States

    Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have ...

  • Everything But Water

    Key Holder

    1 week ago

    Everything But Water Santa Monica, United States

    Position Location: Brentwood · The Key Holder, in partnership with the Store Management team, will create a customer centric environment through extraordinary customer service. Partnering with all Associates to support the Company's customer service model, brand standards and ope ...

  • Le Merigot Santa Monica

    Hostess - Ft

    5 days ago

    Le Merigot Santa Monica Santa Monica, United States

    **JOB OVERVIEW**: Greeting and escorting guests to tables in the restaurant, maintaining a courteous and efficient operation of the dining room to ensure guest satisfaction. · **REPORTS TO**: Food & Beverage Manager · **ESSENTIAL JOB FUNCTIONS**: · - Meet and greet guests as they ...

  • Le Merigot Santa Monica

    Hostess -

    5 days ago

    Le Merigot Santa Monica Santa Monica, United States

    **Description**: · **JOB OVERVIEW**: Greeting and escorting guests to tables in the restaurant, maintaining a courteous and efficient operation of the dining room to ensure guest satisfaction. · **REPORTS TO**: Food & Beverage Manager · **ESSENTIAL JOB FUNCTIONS**: · - Meet and g ...

  • Kite Pharma

    Associate Director of Global Marketing

    2 days ago

    Kite Pharma Santa Monica, United States

    At Gilead, we're creating a healthier world for all people. For more than 35 years, we've tackled diseases such as HIV, viral hepatitis, COVID-19 and cancer - working relentlessly to develop therapies that help improve lives and to ensure access to these therapies across the glob ...

  • Le Merigot Santa Monica

    Public Area Attendant

    1 week ago

    Le Merigot Santa Monica Santa Monica, United States

    **Description**: · DUTIES & FUNCTIONS · Essential: · - Approach all encounters with guests and employees in a friendly, service oriented manner. · - Maintain regular attendance in compliance with Crescent Hotels & Resorts standards, as required by scheduling which will vary accor ...

  • Le Merigot Santa Monica

    Public Area Attendant

    1 week ago

    Le Merigot Santa Monica Santa Monica, United States

    DUTIES & FUNCTIONS · Essential: · - Approach all encounters with guests and employees in a friendly, service oriented manner. · - Maintain regular attendance in compliance with Crescent Hotels & Resorts standards, as required by scheduling · which will vary according to the needs ...