Job Description

Job Description

Tremblay Financial Services, a leading independent financial services firm in Santa Barbara, is seeking a skilled Client Service Associate to assist staff and advisors with investment processes. The ideal candidate will be a quick learner who takes initiative and is able to work independently and efficiently, but who also enjoys working with others in a team environment.

REQUIREMENTS:

• Undergraduate Degree (or relevant work experience)
• Ability to pass a background check
• Experience in a professional office setting
• Positive attitude and eagerness to learn new skills
• Robust interpersonal skills
• Ability to take initiative when moving from task to task

JOB DUTIES WILL INCLUDE.

• Creating reports and reviews of clients’ financial portfolios for advisors’ use
• Generating the relevant paperwork for new client on boarding, opening accounts, and investing monies
• Following up on investment paperwork to ensure processing in a timely manner
• Answering phones when needed and providing clients with an excellent service experience

WHAT WE OFFER - COMPENSATION AND BENEFITS:

We offer a team-friendly work environment for prospective employees to learn the financial services industry. Because of the nature of our size, management takes a personal interest in the success of your career. You will be trained by people dedicated to helping you learn what it takes to succeed in this industry. We offer competitive compensation and health benefits based on experience.

Company Description

Tremblay Financial has been locally owned and operated in Santa Barbara, CA for over 20 years. It was founded on one simple principal: we do what's best for our clients. And we've been doing that ever since. We are truly independent, meaning we don't have any sales quotas or extra incentives for choosing some products and services over others. Our recommendations are based entirely on the client's goals and objectives; we do what's best for our clients. We're all about family. When you call in, an actual person will answer the phone because we think talking to our clients is more important than convenience. We know you're calling because it's important and we want to help you as soon as we can; we do what's best for our clients. And when it comes to service, we have the best, most hard-working staff on the Gold Coast. Come and work with us, and you'll soon find out!