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93 client associate jobs at 51 companies in Oxnard, CA

2mo
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Client Associate/Registered Client Associate
Beverly Hills, California, United States
$50k-$77k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; Series 7 and 66 (or 63/65) licenses; strong communication and client service skills; detail-oriented.
Microsoft Office, Desktop tools, Data entry systems
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2w
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Client Associate
El Segundo, California, United States
$55k-$75k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOEPreferred Series 7 and 66 licenses, ~2 years client service/finance experience preferred, bachelor's preferred, excellent communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
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1w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
Apollon Wealth Management
Apollon Wealth Management: Provides personalized financial planning and investment advisory services.
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
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1mo
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Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
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
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1d
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Client Services Associate
Santa Barbara, California, United States
$19-$21/hr OnsiteFull Time
SPS
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
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1mo
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Associate, Client Accounting
Beverly Hills or Los Angeles
$71k-$75k/yr OnsiteFull Time
United Talent Agency
United Talent Agency: Provides representation and strategic advisory services for artists and creators.
3+ YOEBachelor's degree preferred; 3+ years accounting experience; proficiency in Excel, Outlook, and NetSuite; strong communication, organization, and customer-service skills; understanding of accrual accounting and revenue recognition.
Microsoft Excel, Microsoft Outlook, NetSuite
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4d
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Client Acquisition Associate
Encino, California, United States
$90k-$100k/yr HybridFull Time
Ascent Developer Solutions
Ascent Developer Solutions: Private mortgage lender providing construction and bridge financing to developers.
3+ YOEBachelor's degree in business/communications/finance/marketing, 3+ years sales experience with 1+ year cold-calling success, strong communication, analytical skills, and proficiency in Microsoft Excel/PowerPoint/Word.
Microsoft Excel, PowerPoint, Word
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1w
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Registered Client Service Associate
Beverly Hills, California, United States
$70k-$80k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
3+ YOESeries 7 and 66 licenses for registered CSAs, ideally 3-5 years client service experience in finance, bachelor’s degree preferred (financial markets), strong communication and Microsoft Office proficiency.
Microsoft Office Suite
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5d
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Eide Bailly
Eide Bailly: A certified public accounting and business advisory firm.
Bachelor's in accounting preferred; knowledge of general ledger accounting, month-end close, reconciliations and financial reporting. Proficiency with Microsoft Word/Excel and QuickBooks. CPA/CMA preferred but not required.
Microsoft Word, Microsoft Excel, QuickBooks
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5d
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Client Accounting Services Associate
Woodland Hills, California, United States
$79k-$99k/yr OnsiteFull Time
Eide Bailly
Eide Bailly: Provides accounting, tax, and business advisory services to organizations.
Bachelor's in accounting preferred; CPA/CMA preferred; knowledge of general ledger accounting; proficiency with Microsoft Word and Excel and QuickBooks; strong communication and analytical skills; authorized to work in the US.
Microsoft Word, Microsoft Excel, QuickBooks
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1w
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Part Time Seasonal Client Associate - Topgana CA
Canoga Park, California, United States
$20-$22/hr OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
Retail or customer-facing experience valued; flexible schedule and passion encouraged; transferable skills welcome.
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1mo
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Client Experience Associate SAFE ACT, Assistant Vice President
Beverly Hills, California, United States
$94k-$141k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years relevant experience in financial services, strong analytical and interpersonal skills, ability to manage onboarding/KYC and client relationships, FINRA SIE/Series 7/Series 66 (or Series 63 & 65) required/obtainable, bachelor's degree or equivalent.
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1w
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Client Support Coordinator
Woodland Hills, California, United States
OnsiteFull Time
U.S. Legal Support
U.S. Legal Support: Provides court reporting, record retrieval, and litigation support services.
3+ YOE3+ years customer service/client solutions experience, high school diploma required (associate preferred), professional phone/email etiquette, strong attention to detail and problem-solving skills.
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1mo
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Senior Client Service Associate (Santa Barbara, CA)
Santa Barbara, California, United States
$45k-$75k/yr OnsiteFull Time
Raymond James
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.
CRM, Microsoft Excel
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2mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
Fox Rothschild
Fox Rothschild: National law firm providing comprehensive legal services.
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
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3w
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Associate, Global Client Group (Enterprise)
Santa Monica, California, United States
$81k-$118k/yr HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree required, 2+ years financial services experience, strong analytical and quantitative skills, Excel and Access proficiency, SIE/Series 7/63/66 licenses required within 12 weeks, strong communication skills.
Microsoft Excel, Microsoft Access
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3w
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Associate Therapist
Westlake Village, California, United States
$40-$44/hr HybridFull Time
New U Therapy Center & Family Services
New U Therapy Center & Family Services: A clinic providing multidisciplinary mental health and psychiatric services.
Master's degree, associate-level licensure (ACSW, AMFT, APCC), 1,000+ post-graduate clinical hours, strong communication and organizational skills, commitment to client outcomes and documentation.
Electronic Health Record (EHR)
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1mo
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Operations Associate - Flex
Northridge, California, United States
$23-$26/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-focused experience, able to lift up to 50 lbs, strong organization and communication, availability for nights/weekends/holidays, and ability to support inventory, merchandising, and client service.
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2w
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Sales Associate
Sherman Oaks, California, United States
$17-$19/hr OnsitePart Time
Janie and Jack
Janie and Jack: Designs and retails premium clothing and accessories for children.
Customer-focused retail sales skills, strong communication, passion for selling, availability for nights/weekends/holidays, ability to maintain store presentation and build client relationships.
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1mo
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Alterations Associate
Beverly Hills, California, United States
OnsiteFull Time
Ralph Lauren
Ralph LaurenNYSE: RL: Designs and sells premium lifestyle products including apparel and home goods.
Altering and tailoring garments to brand standards, providing client service during fittings, operating tailoring machinery, entering alterations data, and handling garments with care; attention to detail and communication skills required.
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