Jobs
>
Santa Monica

    Client Experience Associate - Santa Monica, United States - Quantum Financial Advisors

    Quantum Financial Advisors
    Quantum Financial Advisors Santa Monica, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    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 planning, investment management, outside professional coordination, etc. We are a small, close-knit team which collaborates often and immensely values each others' skills. We are primarily located in Santa Monica and El Segundo.

    Our Core Values:

    • Rationality – We are committed to objectivity, grounded evidence and reasonably assessing facts as they are presented.
    • Inclusivity – We want to work with clients and teammates with differing perspectives and opinions, while encouraging constructive debate.
    • Commitment to Excellence – We strive to consistently provide our clients with the very highest level of service.
    • Justice – We judge everyone based solely on the content of their character.
    • Respect – We believe in respect for the individual, for clients, for choices.
    • Client-centric – The welfare and success of our clients is our top priority.

    Primary role responsibilities:

    • You're excited about providing the highest level of care for our 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 our 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

    Benefits include:

    • $70K starting salary
    • 401K match
    • Bonus potential
    • 90% of employee's health insurance covered, 50% of family
    • Profit Sharing
    • Excellent family leave benefits
  • Dr. Squatch

    Customer Experience Associate

    3 weeks 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 ...

  • Seed & Stock LLC

    Restocker / Client Experience & Facilities Associate

    4 days ago

    Seed & Stock LLC Santa Monica, United States

    : · Seed & Stock is an office coffee and pantry service provider servicing companies in California. We focus on mid-sized to large companies that are often ranked as "best workplaces" and provide them with the support they need to keep their employees fueled and happy. · To assis ...

  • Compound

    Visitor Experience Associate

    3 weeks 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

    3 weeks 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

    3 weeks 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

    3 weeks 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 ...

  • HR Pals LLC

    Customer Experience Associate

    3 weeks 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 service ...

  • Quantum Financial Advisors

    Client Experience Associate

    1 week 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 ...

  • FIGS

    Customer Experience Associate

    4 days ago

    FIGS Santa Monica, United States

    **JOIN OUR TEAM - 100% Awesome Individuals Only** · **FIGS IS...** · **BREAKING THE MOULD** · The medical apparel industry is antiquated, highly fragmented and, until FIGS, was driven solely by low-cost providers offering a limited selection of poor quality products sold through ...

  • Quantum Financial Advisors

    Client Experience Associate

    5 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 p ...

  • Quantum Financial Advisors

    Client Experience Associate

    6 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 ...

  • HR Pals

    Customer Experience Associate

    1 week 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 ...

  • Village Workspaces

    Member Experience Associate

    1 week ago

    Village Workspaces Los Angeles, United States

    Village Workspaces is a creative and flexible workspace located in Los Angeles, CA. Designed to meet the diverse needs of micro businesses, freelancers, entrepreneurs, and professionals, our technologically advanced workspace offers modern individual offices, vibrant co-working s ...

  • NeueHouse

    Member Experience Associate

    3 weeks 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

    2 weeks 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 ...

  • NeueHouse

    Member Experience Associate

    1 week 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

    3 weeks 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

    3 days ago

    NeueHouse Marina del Rey, United States Part time

    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 day ago

    Dr. Squatch Marina del Rey, United States Full time

    · 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 ...

  • Ralph Lauren Corporation

    Client Experience and Hospitality Associate

    3 weeks 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 ...