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Client Service Associate, The Rice Partnership Wealth Management
Firm InformationThe Rice Partnership 1304 Santa Rosa Street San Luis Obispo, CA 93401www.TheRicePartnership.com The Rice Partnership is a boutique wealth management firm with offices in San Luis Obispo, Honolulu, and Maui. We offer wholistic wealth management services including asset management, family office, and financial advisory services. Position DescriptionTitle: Client Service AssociateReports to: Lead Advisor, San Luis Obispo Office Benefits: NoStatus: Part-time Job DescriptionThe Client
The Rice PartnershipAllocation Associate (Tobin James Cellars)
Summary: Responsible for promoting wine sales through inbound and outbound P.O. and in-house orders, order review and processing from all sales channels, as well as problem research, resolution and follow-up. The primary emphasis of this position is to implement the daily shipping, wine club resources, and wholesale orders. This will pertain to UPS/Fed-Ex/GSO labels, wine club shipping assistance, quality control of outbound packages, inventory control, and POS operations. Certain times of year (during
TOBIN JAMES CELLARS