Client Service Associate

GENERAL SUMMARY: The Registered Client Service Associate is responsible for completing a variety of tasks that supports the Financial/Wealth Advisor in his/her efforts to meet all regulatory, compliance record keeping and transaction processing requirements. NATURE AND SCOPE OF POSITION: The position works with a minimal amount of supervision and direction...

Job Title: Client Service AssociateAt Oppenheimer & Co. Inc., we are seeking a highly skilled Client Service Associate to join our Private Client Division. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support. Your primary focus will be on servicing clients, managing...

Customer Service Associate Our client is seeking a detail-oriented, self-starter to join our team as a Customer Service Associate in the dynamic and fast-paced auction industry. The company buys, sells, and appraises commercial and industrial machinery and equipment, as well as whole business operations. The Customer Service Analyst will work closely with...

Overview: Where Better Careers Begin! Massage Envy Thousand Oaks. Do you have a passion for helping others? At the Massage Envy Thousand Oaks franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more...

Unlock Your Career PotentialAt United Parcel Service, we're seeking a skilled Warehouse Associate to join our team. As a Warehouse Associate, you'll play a critical role in ensuring the smooth operation of our distribution center.Key Responsibilities:Lift up to 70 lbs and move packages in and out of trailers or trucksSort packages to ensure timely...

PrideStaff - 544798 [Customer Service Representative] As a Customer Service Associate at PrideStaff, you'll: Handle incoming calls and utilize a proactive sales approach with every customer interaction to uncover additional sales and service opportunities; Maintain an in-depth knowledge of Suburban Propane products and services, customer account and billing...

PrideStaff - Customer Service RepresentativeAs a Customer Service Associate at PrideStaff, you will be responsible for handling incoming calls and utilizing a proactive sales approach to uncover additional sales and service opportunities. You will maintain an in-depth knowledge of Suburban Propane products and services, customer account and billing...

Position Overview: As a Client Services Associate, you will play a vital role in supporting our Private Bankers and Team Leaders in delivering exceptional client service. Your primary responsibilities will include assisting with client inquiries, maintaining accurate records, and ensuring compliance with regulatory requirements.Key Responsibilities:Provide...

Role OverviewBNY Mellon is seeking a skilled Client Service Associate to join our Treasury Services Client Services team. In this role, you will work closely with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. You will also support clients in addressing moderately complex operational...

At Rusnak Auto Group, we're seeking a highly skilled Automotive Client Liaison to join our team at our BMW Westlake dealership in Thousand Oaks. As a key member of our sales team, you will be responsible for managing client interactions, both in-person and via telephone, in an efficient, professional, courteous, and timely manner.Key Responsibilities:Manage...

We're seeking a highly motivated Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will be responsible for assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and provide guidance to clients as needed.Use knowledge of...

Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial....

     Associate Financial Advisor- Thousand Oaks, CA  Forum Financial Management, LP  WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with more than $8.5 billion in assets under management. Forum was founded in 2002 and became an independent RIA advisory firm in 2009. At Forum, we use...

Job OverviewForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management. We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our Thousand Oaks office.Key ResponsibilitiesDeliver exceptional client service and provide operational support...

Unlock Your Career PotentialLPL Financial partners with banks to offer a comprehensive range of financial services to clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks area allows you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not LPL Financial...

Job DescriptionThe Management Trust is seeking a highly skilled Community Association Manager to oversee the operations, maintenance, and oversight of designated Homeowner Associations. As a proactive leader, you will work closely with Boards of Directors to take a proactive approach to maintenance, financial forecasting, and planning for the future of...

Job Title: Senior Associate AttorneyAbout the Role:We are seeking a dynamic and ambitious full-time Senior Associate Attorney with substantial experience in public finance and bond practice to join our team. As a Senior Associate Attorney, you will have the exciting opportunity to engage in a wide range of legal activities, including providing legal advice...

Overview:At Massage Envy Thousand Oaks, we're dedicated to helping our clients achieve their wellness goals. As a Massage Therapist, you'll play a vital role in providing high-quality, therapeutic bodywork that meets their needs.Our team is passionate about creating a supportive and empowering environment that allows you to grow and succeed in your career....

Financial Services OpportunityLPL Financial partners with banks to offer a comprehensive menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...

OverviewAre you a customer service professional looking for a new challenge?Rusnak Auto Group, a leader in the luxury automotive industry, is seeking a highly skilled Sales Receptionist to join our team.This is an excellent opportunity to take your career to the next level and work with a well-respected company that values customer satisfaction and employee...