36 customer relationship associate jobs at 25 companies in Oxnard, CA
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Relationship Associate - PBB
Encino, California, United States
$17-$25/hrOnsiteFull Time
City National Bank: Commercial and private banking services for businesses and individuals.
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: Manufacturer of endoscopes and medical instruments.
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.
Apollon Wealth Management: Private registered investment adviser providing financial planning and investment management to individuals, families, and independent advisors.
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 Wealth Management: Employee-owned outsourced investment office building customized multi-asset portfolios for institutional and private-wealth investors.
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
1+ YOEBachelor’s degree, 1+ year of client support experience in an RIA or financial services industry, Series 65 or 66, strong communication and organizational skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
Senior Client Relationship Associate - Westlake Village, CA
Westlake Village, California, United States
$61k-$90k/yrOnsiteFull Time
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
4+ YOEBachelor's degree preferred in business, finance, economics, or relevant experience; 4–7+ years in investment advisory, asset management, or financial services; strong communication, judgment, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Associate Relationship Banker - Santa Barbara Market - Santa Barbara, CA and Surrounding Areas
Santa Barbara, California, United States
$23-$30/hrOnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
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: Private sports-tech platform connecting youth athletes with NCAA mentors for one-on-one athletic and personal development.
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.
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.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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: American manufacturer and retailer of bicycles and cycling equipment.
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.
Marc Jacobs: Luxury fashion brand designing and selling ready-to-wear clothing, handbags, shoes, accessories, fragrance, and beauty products worldwide.
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 Group: A large automotive dealership network treating people right.
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.
Client Experience Associate SAFE ACT, Assistant Vice President
Beverly Hills, California, United States
$94k-$141k/yrHybridFull Time
Citi Private BankNYSE: C: Private Bank is a private banking business serving ultra-high-net-worth individuals, families and family offices worldwide.
5+ YOE5+ years relevant experience in financial services, strong analytical and interpersonal skills, ability to manage onboarding/KYC and client relationships, FINRA SIE/Series 7/Series 66 (or Series 63 & 65) required/obtainable, bachelor's degree or equivalent.
Else Lingerie: Turkish luxury lingerie, loungewear, and swimwear brand serving modern women with ethically crafted designs.
2+ YOEMinimum 2 years of retail or luxury sales experience preferred, with strong communication, organization, customer service, interpersonal, sales, and relationship-building skills.
Cosmo Prof: Wholesale distributor of salon products serving licensed beauty professionals through-operated stores, consultants, and digital channels.
Customer-facing retail role focused on building relationships, recommending products, completing transactions; must be able to lift up to 25 lbs and stand for long periods; may be exposed to fumes/odors.
SWTHZ: Luxury contrast-therapy franchise offering private infrared sauna and cold-plunge suites to wellness members.
1+ YOEHigh school diploma/GED, AED/First Aid/CPR preferred, 1+ year sales or customer-service experience, ability to lift 50 lbs, reliable mobility, strong communication and relationship-building skills.
T-MobileNASDAQ: TMUS: The Un-carrier providing wireless and home internet services.
0.5+ YOEHigh school/GED required; ~6 months customer service or sales experience preferred; must be 18+ and authorized to work in the US; skills in coaching, communication, consultative selling, customer engagement and relationship building.