Description

Robert Half is seeking to fill a one-month temporary position in Santa Barbara for a highly motivated and detail-oriented individual to provide exceptional client service and team support in a dynamic and fast-paced environment. This role is ideal for someone who thrives in a client-focused setting, is proactive in identifying and addressing needs, and is adept at managing and handling sensitive information.

• Deliver consistent, exceptional service to clients.

• Proactively identify and address client needs.

• Address client inquiries and requests promptly and professionally.

• Assist clients with understanding and managing information related to financial, insurance, investments, legal, and tax matters.

• Build and foster strong relationships with clients and professionals in various fields.

• Maintain confidentiality and handle sensitive information with the utmost discretion.

• Collaborate effectively with team members and other departments.

• Maintain a high level of integrity and professionalism at all times.

• Travel locally to provide services to clients as needed.

• Gather information and perform research to assist clients and Family Office CFO Services Team colleagues.

• Compile and organize client data for recordkeeping and further use by other team members.

• Maintain organized records of client statements, correspondence, and reference material.

• Continually seek improvements and efficiencies in daily operations.

• Assist with accounting tasks as needed.

• Effectively utilize a CRM system to build and maintain client information.

• Manage time tracking system and generate reports for team members.

• Collaborate with the company IT manager to provide onsite team support.

  Requirements

• Proficiency in Microsoft Excel, Microsoft Office Suites, Microsoft Outlook, and Microsoft Word

• Bachelor's degree in business, finance, or a related field.

• Prior Family Office experience strongly preferred.

• One to three years of experience in a client service role in finance, banking, insurance, legal, or other professional services capacity preferred.

• Strong understanding of Cash Activity

• Knowledge of Compliance procedures and standards

• Excellent Customer Service skills

• Ability to effectively manage and prioritize tasks

• Excellent written and verbal communication skills

• Strong attention to detail

• Ability to work independently and as part of a team

• Proven problem-solving skills

• Strong organizational skills

• Ability to maintain confidentiality of sensitive information

• Proactive attitude and willingness to learn

• Ability to handle multiple tasks and meet deadlines

• Strong analytical and critical thinking skills

• Excellent interpersonal skills

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .