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6 client associate jobs at 5 companies in Santa Barbara, CA

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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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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Registered Client Service Associate
Santa Barbara, 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 for financial advisors; knowledge of financial products, advanced Microsoft Office skills, and industry licensing preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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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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Associate Manager, Commercial Operations & Analytics
Boston or Thousand Oaks or San Diego or Princeton or New York City or Evanston or Emeryville or Durham
HybridFull Time
Beghou Consulting
Beghou Consulting: Strategic consulting and data analytics for life sciences companies.
6+ YOESenior-level associate manager with 6+ years in data and analytics within life sciences/pharmaceuticals; strong coding (SAS, Python, VBA); experience with BI tools (Tableau/Power BI); leadership and client engagement skills.
SAS, Python, VBA, Tableau, Power BI, Microsoft Office
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FT Key Holder - Montecito Country Mart
Santa Barbara, California, United States
$24-$26/hr OnsiteFull Time
La Ligne
La Ligne: Designs and sells striped luxury apparel and everyday staples.
2+ YOEHigh School/GED required; 2+ years retail experience; Associate or Bachelor’s degree preferred; strong client relationships; customer service oriented.
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