12 client services associate jobs at 5 companies in Goleta, CA

2w
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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
1mo
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Registered Client Service Associate
Santa Barbara, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; Series 7 and Series 66 (or Series 63 and 65) required; BLS/CPR not applicable. Two+ years industry experience preferred; strong Microsoft Office skills and client service experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
5d
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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
5d
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Registered Client Service Associate
Santa Barbara, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client support for FAs/PWAs, execute money movements, maintain accounts, strong interpersonal and Microsoft Office skills; Series licenses preferred and industry experience preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Registered Client Service Associate
Oxnard, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; Series 7 and 66 (or 63 and 65) required; 2+ years industry experience preferred; advanced Microsoft Office and client service skills; knowledge of financial products.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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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
6d
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Part Time (30 Hours) Associate Banker, Betteravia Branch, Santa Maria, CA
Santa Maria, California, United States
$23-$28/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle transactions and cash devices, use digital banking tools, and build trusted client relationships. High school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, tablet
3mo
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Part Time Associate Banker Santa Barbara - Ventura Area (30 hours)
Ventura, California, United States
$23-$28/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma; customer service experience; cash handling preferred; ability to greet clients; process transactions; educate on technology solutions.
2mo
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Part Time Sales Associate - Karl Lagerfeld Paris
Las Vegas or Orlando or Woodstock or Rosemont or Wrentham or Elizabeth or Central Valley or Camarillo
OnsitePart Time
G-III Apparel Group
G-III Apparel GroupNASDAQ: GIII: Designs, manufactures, and markets apparel and accessories brands.
0+ YOE6 months customer service, HS diploma preferred; strong communication; client outreach; bilingual in Cantonese/Spanish a plus.
1mo
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Part Time Associate Banker Simi Valley - Camarillo, Oxnard Area (30 hours)
Oxnard or Camarillo or Simi Valley
$23-$28/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication and problem-solving, ability to learn products and technology, cash handling experience preferred.
Chase Mobile App, Chase.com, ATM
4d
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Part Time (30 Hours) Associate Banker, Betteravia Branch, Santa Maria, CA
Santa Maria, California, United States
$23-$28/hr OnsitePart Time
JPMorgan Chase
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.
1mo
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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.