Family Service Advisor Job at Robert Half (Culver City)

Customer Service Advisor

One of our major oil and gas clients is seeking a Customer Service to work on a ...

Location

United States , The Woodlands

Salary:

Not provided

Airswift Sweden

Expiration Date

Until further notice

Requirements

3-5 years or relevant work experience
Proficient in Microsoft Excel, Microsoft Word, and Outlook
Ability to resolve difficult and complex issues and to work with cross-functional departments
Demonstrate organizational skills
Demonstrate sense of urgency, flexibility, and adaptability
Proven ability to multi-task in a fast-paced and often high stressed environment
Willing to meet and exceed customer expectations daily with willingness to own situations as they arise
Chemical or Oil/Gas Industry

Job Responsibility

This position works in a fast- passed and collaborative team environment to ensure delivery of excellent customer service through fast and accurate processing of orders, communication, and coordination with other departments to resolve inquiries
Builds sustainable relationships, and trust with customer accounts through open and interactive communication
Deliver excellent customer service by being reliable, responsive, empathic & competent
Manages open orders by adhering to established internal processes & procedures to ensure consistency within the department
Establishes and maintains effective communication with customers, responding to inquiries on orders, products and assisting with general information
Send shipping documents to customers prior to delivery to ensure the customer has all paperwork needed to offload
Serves as primary point of contact with existing key accounts
Works with accounts from placement of order through delivery
Responsible to ensure alignment of customer PO details with the order (accurate legal entity, Incoterms, payments terms, pricing)
Works closely with sales team to understand trends and identify growth opportunities and upcoming projects

Customer Service Advisor

Join Our Team as a Customer Service Advisor! Are you ready to make a difference ...

Location

United Kingdom , Bournemouth

Salary:

14.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

A cheerful disposition and a passion for helping others
Strong communication skills, both verbal and written
A knack for problem-solving and attention to detail
Previous experience in customer service is advantageous, but not mandatory

Job Responsibility

Handling Inbound/Outbound Calls
Processing Invoices and Managing Payments
Setting Up Direct Debits and Tailored Payment Plans
Investigating Account Discrepancies
Supporting Families through Sensitive Estate Matters
Using Systems for Card Payments

What we offer

Free Parking
Training Provided
Supportive Environment
Up to 29 days paid holiday
Access to free eye care vouchers
Access Online Discounts for 1000s of stores and brands
Access to wellbeing platforms
Free access to linked in learning courses

Fulltime

Family Services Advisor

The Family Services Advisor serves as a compassionate and knowledgeable resource...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of customer service
sales
hospitality
counseling
funeral services
or family services experience preferred
Experience in cemetery
mortuary
hospice
healthcare

Job Responsibility

Meet with individuals and families to discuss burial
cremation
mausoleum
memorialization
and funeral service options
Assist families with both pre-need planning and at-need arrangements in a caring and professional manner
Educate families on available products
services
payment options
and memorial packages

What we offer

Medical
vision
dental
and life and disability insurance
Company 401(k) plan
Free online training
Competitive compensation

Fulltime

New

Wealth Management Advisor

The Wealth Management Advisor (WMA) position is the investment planning and inve...

Location

United States , Miamisburg

Salary:

65000.00 - 80200.00 USD / Year

U.S. Bank National Association

Expiration Date

July 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Three to five years of experience in a financial sales position, preferably working with the affluent client segment
FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license

Job Responsibility

Facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance
Partnering with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios
Advising clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Estate Planning Attorney

We are partnering with a long-standing, highly respected law firm in the Twin Ci...

Location

United States , Edina

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

J.D. from an accredited law school and admission to practice in Minnesota (or ability to obtain promptly)
Minimum of 5 years of experience in estate planning, trust administration, and probate
Demonstrated experience working with high-net-worth clients and complex estates
Strong technical knowledge of estate, gift, and generation-skipping transfer tax issues
Excellent drafting, analytical, and communication skills
High level of professionalism, discretion, and client service

Job Responsibility

Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, and advanced planning strategies
Advise clients on tax-efficient wealth transfer, business succession planning, and asset protection
Manage trust and estate administration matters from start to finish
Handle probate proceedings and related court filings
Build and maintain strong client relationships, particularly with high-net-worth individuals and families
Collaborate with financial advisors, accountants, and other professionals to deliver integrated solutions

What we offer

Competitive compensation and performance-based bonus structure
401(k) retirement and savings plan
Comprehensive medical, dental, and vision insurance
Group and voluntary life insurance, plus short-term and long-term disability coverage
On-site fitness center access and convenient proximity to a wide range of local amenities
Opportunity to work on sophisticated legal matters within a collaborative boutique environment

Fulltime

Employment Pathways Advisor

Employment Pathways Advisor - On-Site. Part time. We’re looking for an Employmen...

Location

Australia , Alstonville

Salary:

Not provided

Aruma

Expiration Date

Until further notice

Requirements

Strong administration skills and high attention to detail
Ability to negotiate and have a solution-based mindset to manage barriers and opportunities
Great time‑management and organisational skills
Confident using systems, technology and digital platforms
Excellent written and verbal communication
Strong customer focus and community engagement skills
Demonstrated customer service excellence and team focus
Ability to build and maintain strong community and industry relationships
Current driver’s licence
Ability to travel within the region as required

Job Responsibility

Build trust with applicants and families through clear, person-centred, and confidential communication
Facilitate workplace tours, interviews, and onboarding processes in line with NDIS requirements
Support our business and programs to understand each applicants support needs and role suitability
Manage administration for onboarding and recruitment, following processes and procedures and utilising a range of systems to ensuring accurate documentation
Engage with community partners, schools and attends events to source candidates and promote Aruma employment pathway opportunities

What we offer

Salary Packaging up to $15,900 for living expenses and additional $2,650 for meal and entertainment expenses each year tax free
Continuous Learning Opportunities
Work-Life Balance
Supportive Team Environment
Incredible Perks: professional development, Fitness Passport and confidential counselling through Employee Assistance Program
A Culture Like No Other

Parttime

New

Banker SAFE Act

The Banker SAFE Act is a strategic professional who stays abreast of development...

Location

United States , Houston

Salary:

169600.00 - 254400.00 USD / Year

Citi

Expiration Date

June 08, 2026

Requirements

10+ years of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities
Fluency in foreign language, as required
Creative and innovative
Able to prioritise
Able to work as part of a team
Thrives in a business development environment

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation
Anticipate events in a client's life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

Fulltime

New

Resident Advisor

Mandarin-Speaking Resident Advisor. Location: Croft Court, Bristol. Contract: Pa...

Location

United Kingdom , Bristol

Salary:

17495.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Fluent in Mandarin and English
Strong communication and customer service skills
A proactive and positive attitude
Ability to work independently and as part of a team

Job Responsibility

Acting as a first point of contact for residents, providing excellent customer service both in person, over the phone and via email
Supporting Mandarin-speaking residents and their families, helping them settle into their new home and community
Helping to build a positive living environment by organising social events and activities
Managing resident communications via social media platforms and traditional communication methods
Supporting the wider site team with administrative tasks, including welcoming residents at reception and processing rental payments
Working collaboratively with colleagues on site and across the wider Fresh business

What we offer

A dedicated Training team to assist you with development of your on-job training
A generous holiday entitlement of 25 days, plus bank holidays to recharge and enjoy life beyond work
An in-house Learning & Development team to support you with personal and professional development including vocational qualifications
Health cash plan to contribute to everyday healthcare expenses
Access to ‘Your Wellbeing’ programme & OpenUp – a confidential wellbeing platform
Stay active and take advantage of our cycle to work scheme
Access to exclusive shopping discounts to help your money go further!
Life Insurance for peace of mind

Parttime

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Family Service Advisor

Job Description

Job Responsibility

Requirements

What we offer

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