104 customer relationship associate jobs at 62 companies in Shadow Hills, 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.
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
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
Samaritan's Purse: Nondenominational evangelical Christian organization providing humanitarian aid.
Requires an active relationship with Jesus Christ, excellent customer service and multitasking skills, and ability to lift or move up to 50 pounds. Volunteer management experience preferred.
volunteer management system, automated transaction system
Samaritan's Purse: Nondenominational evangelical Christian organization providing 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
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
Dollar TreeNASDAQ: DLTR: American multi-price-point variety store chain.
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: Member-owned, not-for-profit financial cooperative providing banking, deposit, payment, and lending services to community 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.
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.
Associate Service Leader Onsite Relationship Management 94534
Glendale, California, United States
$60k-$75k/yrOnsiteFull Time
New York Life Insurance: Mutual life insurance providing insurance 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: Private career-focused institution providing certificate and degree 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
San Joaquin Valley College: Private career-focused institution providing certificate and degree programs.
Associate degree or higher preferred; experience in staffing, recruiting, sales, or customer service preferred. Requires relationship-building, communication, organization, and goal-oriented skills.
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.
Sunglass Hut: Specialty sunglasses retailer serving shoppers through more than 3,000 stores worldwide as part of EssilorLuxottica.
Customer-service oriented retail associate to drive sales, build relationships, use store technology, and maintain a welcoming store environment; retail or customer service experience is a plus.
IndieWire: Independent global media and information services publishing news brands and producing live events for audiences worldwide.
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: Global independent platform for programmatic digital advertising.
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 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