Client Services Associate

Company: West Coast Financial
Location: Santa Barbara
Posted on: July 29, 2022

Job Description:

Job DescriptionSalary: $54k+ DOEInstead of wax poetic about the specific job duties of this role, we're sharing qualities that everyone in our Client Services Team embodies. If you're reading this and thinking to yourself, "Yes, this is me!" – make sure you apply. You might be exactly who we're looking for! You are genuinely enthusiastic about supporting others. In fact, you can sense when help is needed rather than waiting to be asked. You live and breathe for learning. You may not have a degree or background in finance, but that doesn't stop you from being the problem solving aficionado that you are. Wait… problems? Yeah, you solve those in your sleep. Working in the "gray area" doesn't scare you—it's an exciting challenge. We provide solid training and direction, but we're not going to micro manage. You thrive with that kind of autonomy. Flexibility and understanding are your thing. You'll be just fine reworking your day's plans when a client calls with an urgent request. You've already figured out that kindness and compassion are non-negotiable. You are patient and empathetic with everyone you encounter—whether they're a colleague, client, vendor, or other professional. Finally, you love people. You love them for who they are, and take pride in understanding their quirks. You want your clients to have an enjoyable, personalized experience, because ultimately, this will support them in living a more fulfilled life. A little bit about the role… As a member of our Client Services Team, you'll be the back bone of your assigned Advisory Team (that's typically you, an Advisor, and an Analyst). Your team supports anywhere from 40-100 clients, and you're the point-person for any administrative requests. You'll spend a great deal of your time on the phone with clients, responding to their emails, and managing projects in our CRM system. This is a fast-paced, dynamic role that requires stamina and sound judgment. All while managing the unique characteristics of your team, clients, and others around you. We view this as a long-term career opportunity and hopefully you do, too! Our star people earn opportunities to advance based on merit, not time served. A little bit about the benefits… Access to a complete healthcare package: medical (HMO, PPO with HSA/FSA options), dental and visionAccess to a retirement plan: 401(k) with a company match and safe harbor contributionFlexible time offWellness ProgramEqual Opportunity EmployerWest Coast Financial provides equal employment opportunities to all applicants without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, gender identity or expression, family responsibilities, disability, political affiliation or veteran status in accordance with applicable federal, state and local laws governing non-discrimination in employment.Equal Employment Opportunity (EEO) Employee Polygraph Protection Act (EPPA)WCF Mandatory Vaccination Policy

Keywords: West Coast Financial, Santa Barbara , Client Services Associate, Other , Santa Barbara, California