HR Pals LLC
Customer Experience Associate (Hybrid)
HR Pals LLC, Santa Monica, California, United States, 90403
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 humanvalue. 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
HR Pals & Recruiting Pals: My Company | LinkedIn.
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 humanvalue. 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
HR Pals & Recruiting Pals: My Company | LinkedIn.