615 client services jobs at 229 companies in Port Hueneme, CA
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Client Services Manager
Simi Valley, California, United States
$75k-$85k/yrOnsiteFull Time
Entertainment Earth: Online retailer of licensed pop culture toys and collectibles.
4+ YOE4+ years managing client-facing teams including supervisors, strong leadership and communication, experience with CX metrics, reporting, process improvement; bachelor\u0002s preferred.
Gerber Kawasaki: Independent wealth management and personalized financial planning services.
3+ YOE3+ years client services or operations experience in wealth management preferred; proficiency with custodial platforms, Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign; strong communication, organization, and attention to detail.
Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, DocuSign
Sony Pictures EntertainmentNYSE: SONY: Develops, produces, and distributes films and television programming worldwide.
3+ YOE3+ MgmtBA/BS required; 3+ years film/TV sales servicing experience with team management; knowledge of material distribution, digital delivery, video/audio/subtitle elements, rejection resolution; skilled with Xytech and Microsoft Office.
Lyon Stahl Investment Real Estate: Provides commercial real estate brokerage services specializing in multifamily properties.
2+ YOERequires 2+ years in customer service or a client-facing role, strong writing and verbal communication, organizational skills, Microsoft Office Suite, Google Workspace, social media familiarity, and Canva experience.
Microsoft Office Suite, Google Workspace, Canva, Salesforce
Eide Bailly: Provides accounting, tax, and business advisory services to organizations.
5+ YOEBachelor's degree preferred,5+ years accounting/bookkeeping experience,CPA or CMA preferred,advanced general ledger knowledge,QuickBooks and Microsoft Word/Excel proficiency,client communication and multitasking skills.
Senior Client Services Manager, Partnerships & Business Development
Santa Monica, California, United States
$96k-$107k/yrHybridFull Time
The Recording Academy: Produces the GRAMMY Awards and supports music industry professionals.
8+ YOEBachelor's degree and 8+ years in client-facing roles managing complex partnerships; 6+ years brand marketing/event production; 4+ years paid/earned social media; strong project management and advanced PowerPoint/Excel skills.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, MS Copilot, Claude Cowork
Hope The Mission: Provides housing and essential services to people experiencing homelessness.
High school diploma or GED required; social services or shelter experience preferred. Requires de-escalation, documentation, communication, safety, computer, and flexible-schedule skills.
Bachelor's degree required; strong communication, interpersonal, organizational, time-management, computer, problem-solving, and client service skills. Financial services experience is helpful but not required.
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yrHybridFull Time
Angeles Investment Advisors: Provides customized institutional-quality investment and wealth advisory services.
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOE1–2 years veterinary hospital customer service experience; ability to promote services, assist clients, process documentation, handle finances, schedule appointments, and perform administrative tasks.
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.
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness, and lift/move up to 50 lbs. Weekend and flexible shift availability required.
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yrOnsiteFull Time
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.
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
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
1+ YOEHigh school diploma,1–2 years client-facing experience preferred (veterinary/healthcare/customer service),proficiency with scheduling and POS systems,experience with AVImark or Cornerstone helpful,strong communication and multitasking skills.
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