102 customer relationship associate jobs at 55 companies in Santa Ana, 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
Samaritan's Purse: International Christian organization providing disaster relief and humanitarian aid.
English proficiency, excellent customer service, multitasking, ability to lift or move up to 50 pounds, and personal active relationship with Jesus Christ; volunteer management experience preferred.
Volunteer Management System, automated transaction system
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
High school diploma or GED; inside sales/retail or customer service experience; ability to build customer relationships, process orders, and work in a fast-paced environment; flexibility for overtime/weekend work.
Dollar TreeNASDAQ: DLTR: Operates discount variety stores selling household and seasonal merchandise.
High school diploma preferred, retail customer service experience preferred, ability to lift 30–50 lbs, follow instructions, strong communication, organization, problem-solving, and relationship management skills.
Arrowhead Credit Union: Provides financial banking services and loans to credit union members.
1+ YOEHigh school education, intermediate computer, multitasking, math, communication, cash-handling, and problem-solving skills; advanced service skills; one year of customer-service experience preferred.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-focused retail associate able to drive sales, build relationships, use store technology, and recommend eyewear; retail or customer service 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.
San Joaquin Valley College: Provides vocational and technical career training programs in California.
Associate degree or higher preferred; experience in staffing, recruiting, sales, or customer service preferred. Requires relationship-building, communication, organization, and goal-oriented skills.
San Joaquin Valley College: Private career college providing vocational and technical education programs.
Associate degree or higher preferred; experience in staffing, recruiting, sales, or customer service preferred. Requires strong communication, relationship-building, organization, and attention to detail.
National Student Loan Database System, Fraud and Abuse Control Information System
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED, client service experience, strong communication and relationship-building skills, ability to learn products/procedures, and deliver attentive customer service; cash handling experience preferred.
Janie and Jack: Designs and retails premium clothing and accessories for children.
Friendly, helpful, and enthusiastic sales professional with strong communication, customer relationship-building, problem-solving, and availability for nights, weekends, and holidays.
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.
Psycho Bunny: Premium apparel and accessories retailer
1+ YOEMinimum 1 year retail sales experience; strong communication and customer-service skills; ability to work flexible schedule including nights, weekends, and holidays; ability to use store computer/POS systems and build customer relationships.
KnitWell Group: Retailer operating a portfolio of iconic women's fashion brands.
Requires selling competence, fashion styling expertise, strong communication and organizational skills, technological competency, customer relationship skills, and availability for 15–20 hours weekly including evenings, weekends, and holidays.