Client Services Associate
Company: West Coast Financial
Location: Santa Barbara
Posted on: July 29, 2022
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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
Click
here to apply!
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