65 customer relationship associate jobs at 42 companies in Fillmore, CA
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Relationship Associate - PBB
Encino, California, United States
$17-$25/hrOnsiteFull Time
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
1+ YOERequires at least one year of customer service, cash handling, and basic computer experience, plus knowledge of banking operations, products, regulatory compliance, communication, organization, and problem solving.
Microsoft Word, Microsoft Excel, Microsoft Outlook
KARL STORZ: Developer and manufacturer of endoscopic medical equipment.
2+ YOERequires an associate degree and 4+ years, bachelor's degree and 2+ years, or 6+ years of equivalent customer service or account management experience. Strong communication, analytical, organizational, and business systems skills required.
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
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
Associate Relationship Banker - Santa Barbara Market - Santa Barbara, CA and Surrounding Areas
Santa Barbara, California, United States
$23-$30/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year sales experience in retail banking, financial services, or related industries; high school diploma/GED; strong communication and client service skills; ability to work weekends and some evenings.
Chase Mobile App, Chase.com, ATMs, National Mortgage Licensing System and Registry (NMLS)
Athlete to Athlete: Matches youth athletes with college mentors for 1-on-1 virtual coaching.
Strong written and verbal communication, organization, attention to detail, follow-through, and ability to manage high-volume customer relationships. CRM experience is helpful; customer-facing experience preferred.
Associate Service Leader Onsite Relationship Management 94534
Glendale, California, United States
$60k-$75k/yrOnsiteFull Time
New York Life: Provides life insurance, retirement income, and investment solutions.
2+ YOEBachelor's degree required; 2 years customer service/call center experience preferred; must complete FINRA 99 and SIE within 1 year; FINRA licensing and pre-hire fingerprinting required; willing to relocate within 12–24 months.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
0.5+ YOERequires 6+ months of customer interaction experience or equivalent experience, training, military experience, or education. Must follow regulations, manage cash accurately, build relationships, and learn digital banking tools.
Penske Media Corporation: Operates a portfolio of global media and entertainment brands.
1+ YOERequires 1–2 years in media planning, brand partnerships, or client and sales support, plus strong communication, relationship-building, and independent work skills.
The Trade DeskNASDAQ: TTD: Cloud-based programmatic advertising platform for data-driven media buying.
7+ YOE2+ MgmtRequires 7+ years of digital advertising experience, including 2+ years directly managing and developing a team, with proven client relationship, revenue growth, leadership, communication, negotiation, and organizational 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
Trek Bicycle: Designs, manufactures, and retails bicycles and related cycling gear.
Positive attitude, customer hospitality, listening and communication skills, motivation to assess customer needs, build relationships, and provide cycling recommendations. Bike expertise is welcome but training is provided.
Associate Service Leader Onsite Relationship Management 94534
Glendale, California, United States
$60k-$75k/yrOnsiteFull Time
New York Life Insurance: Providing life insurance, annuities, and long-term investment solutions.
2+ YOEBachelor's degree or equivalent, complete SIE and Operations Professional FINRA exam within 1 year, 2 years customer service/call center experience preferred, willingness to relocate and travel, strong communication and leadership skills.
Marc Jacobs: Designs and sells luxury apparel, accessories, and fragrances.
1+ YOERequires 1+ year of retail, sales, or customer service experience, sales and client relationship skills, communication, organization, and flexibility for evening, weekend, and holiday retail schedules.
Ken Garff Automotive: Operates a network of automotive dealerships and vehicle services.
Persuasive, relationship-oriented sales professional with a high school diploma, valid in-state driver's license, good driving record, U.S. work authorization, and customer interaction skills; sales or customer service experience preferred.
Sally Beauty HoldingsNYSE: SBH: Retailer and distributor of professional salon and beauty products.
Customer-facing retail duties: building customer relationships, recommending products, completing transactions, maintaining store environment, able to lift up to 25 lbs and stand for long periods.