84 customer relationship associate jobs at 55 companies in Winnetka, 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
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
Client Relationship Associate - West Los Angeles, CA
Los Angeles, California, United States
$24-$34/hrOnsiteFull Time
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
1+ YOEBachelor's degree preferred in business, finance, or economics; 1–3 years in investment advisory, asset management, or financial services; strong communication, organization, problem-solving, and Microsoft Office skills.
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.
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.
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.
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.
Sunglass Hut: Specialty sunglasses retailer serving shoppers through more than 3,000 stores worldwide as part of EssilorLuxottica.
Drive sales and build customer relationships in a retail environment; retail or customer service experience is a plus; tech-savvy and detail-oriented; strong communication and sales 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
Janie and Jack: Children's fashion house serving families with apparel, footwear, and accessories through U.S. stores and online.
Friendly, enthusiastic sales professional who builds customer relationships, provides styling advice, achieves sales goals, communicates well, and supports store operations in a fast-paced environment.
Talbots: American women’s apparel retailer selling clothing, shoes, and accessories through stores and online channels.
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.
Hiring Event - Part Time Associate Banker Hollywood (30 Hours)
North Hollywood, California, United States
$25-$30/hrOnsitePart Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
High school diploma or GED; client service experience; ability to build relationships, handle cash, learn products and technology, and provide attentive branch service.
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.