7 client services administrator jobs at 6 companies in Santa Barbara, CA
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Business Unit Administrator
Montecito, California, United States
$64k-$103k/yrOnsiteFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
Provide administrative, operational, logistical and project support; client servicing background; analytical, communication and technical skills (PeopleSoft, Microsoft Office).
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology support for financial advisors; strong computer literacy and communication skills required.
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
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
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
2+ YOE2+ years client service/reception experience in hospitality or corporate settings preferred; experience with dispatching/handling calls preferred; computer and office equipment skills required.