8 client associate jobs at 6 companies in Goleta, CA
1mo
Save
Mark Applied
Hide
1mo
Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; Series 7 and Series 66 or Series 63+65 required; strong Microsoft Office skills; client relationship and transaction processing experience.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
SPS: Global provider of document management and business process outsourcing.
High school diploma, strong customer service and communication, ability to lift up to 40–60 lbs, basic PC skills (Microsoft Office), and 1+ years preferred.
Microsoft Office, Greenhouse Applicant Tracking System
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support for financial advisors; knowledge of financial products, advanced Microsoft Office skills, and industry licensing preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Senior Client Service Associate (Santa Barbara, CA)
Santa Barbara, California, United States
$45k-$75k/yrOnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEHigh School diploma required; minimum 3 years financial services experience preferred; strong communication, organization, CRM and Excel skills; knowledge of investment products and industry regulations.
Part Time (30 Hours) Associate Banker, Betteravia Branch, Santa Maria, CA
Santa Maria, California, United States
$23-$28/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to build relationships, cash-handling experience preferred, comfortable using banking technology; bilingual Spanish preferred.
Part Time (30 Hours) Associate Banker, Cook St Branch, Santa Maria, CA
Santa Maria, California, United States
$23-$28/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to learn products/procedures, deliver friendly service, and manage branch operations; cash handling and bilingual English/Spanish preferred.