Client Services Director jobs in Santa Barbara, CA

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Client Services Associate
  • Robert Half
  • Santa Barbara, CA FULL_TIME
  • Robert Half has partnered with a wealth management firm to recruit for a Client Services Associate. As a Client Services Associate you will play a crucial role in providing exceptional support and service to our esteemed clientele. In this dynamic position, you will work closely with our team of wealth advisors and investment professionals to deliver personalized financial solutions and ensure a seamless client experience. Your excellent communication skills, attention to detail, and dedication to meeting client needs will be pivotal in fostering strong relationships and contributing to the overall success of our firm.


    Responsibilities:


    • Ensuring "white glove” client service process
    • Provide exceptional service to all prospects and clients
    • Act as the primary point of contact for clients, responding to inquiries, requests, and resolving issues promptly and professionally.
    • Assist in the onboarding process for new clients, ensuring all necessary documentation is complete and compliant with regulatory standards.
    • Process account maintenance requests, such as address changes, beneficiary updates, and investment transfers.
    • Monitor account activity and alert advisors to any unusual transactions or potential compliance concerns.
    • Support advisors in gathering client data for financial plans and updating plans as needed.
    • Assist in the preparation of financial projections and recommendations for clients.
    • Ensure timely communication with clients on market updates, investment strategy, and portfolio performance.
    • Schedule and coordinate client meetings, preparing meeting materials and follow-up documents.
    • Adhere to industry regulations and internal compliance policies, safeguarding client data and maintaining confidentiality.
    • Assist with maintaining client records, ensuring all documentation is up-to-date and compliant.
    • Manage protocols for onboarding new clients, processes, maintaining existing clients, and provide systematic communication to improve communication.
    • Move large sums money (ACH, wires, check).
    • Provide clients documentation, via DocuSign or hard copies per client preference.
    • Participate in special project as assigned.
    • Document all communications in Wealthbox.
    • Utilize Orion (financial reporting software), Custodian Websites (Fidelity TD Ameritrade, Schwab), Teams (intraoffice communication), Zoom, Last Pass, Adobe) systems
  • 1 Day Ago

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Client Services Associate
  • Avalan, LLC
  • Santa Barbara, CA PART_TIME
  • Client Services Associate Job 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...
  • 2 Days Ago

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Director of Client Accounting
  • Balance Financial Management
  • Santa Barbara, CA FULL_TIME
  • We are a finance management firm, based in Santa Barbara, Calif., focusing on providing a premium service to our clients to create opportunities for greater impact in the world. Our business is about ...
  • 16 Days Ago

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Non invasive cardiology
  • HealthEcareers - Client
  • Santa Barbara, CA FULL_TIME
  • Join an award-winning, 519-bed health system that is seeking a full-time Non-invasive Cardiologist to join their group and practice alongside 2 Interventional Cardiologists and 2 Non-invasive Cardiolo...
  • 4 Days Ago

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Environmental Services Director
  • Mission Park Healthcare Center
  • Santa Barbara, CA FULL_TIME
  • Apply Now! Full Time Position Monday-Friday; Dayshift Schedule. Full Benefits (Medical, Dental, Vision) Paid Time Off; Paid Sick Leave Same Day Pay Benefit Experience in Maintenance and Skilled Nursin...
  • 2 Days Ago

3
Director of Clinical Services
  • 360 Behavioral Health
  • Santa Barbara, CA FULL_TIME
  • Director of Clinical Services $93,500K-$100,000K- Based on experience $10,000 Sign-on bonus Relocation assistance bonus Your Role as Director of Clinical Services As a Director of Clinical Services (D...
  • 15 Days Ago

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0 Client Services Director jobs found in Santa Barbara, CA area

Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$196,572 to $290,405
Santa Barbara, California area prices
were up 2.5% from a year ago

Client Services Director in Elyria, OH
This position is accountable for overall client delivery outcomes as well as management of the team in terms of productivity, human resourcing, process improvements & training, and implementing new Bobsled Marketing programs.
December 06, 2019
Client Services Director in Johnstown, PA
We help clients to develop a coherent plan and work with them to identify and develop compelling news stories and features.
February 18, 2020
Client Services Director in Flagstaff, AZ
You'll learn all these processes and how they can be customized for specific client situations.
January 07, 2020