Top 54 Export Jobs in Oceanside, Ca

Client Services Specialist/Senior Client Services Specialist
Aldrich Wealth LP —Carlsbad, CA
- $36.05 - $45.67 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Quick Apply
Technical Sales Manager - Aerospace & Defense
Plansee USA LLC —Carlsbad, CA
- $90,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Up to 50% travel
- Marketing
4d
Dealer Support Rep-International
Watkins Wellness —Vista, CA
- $22.00 - $35.75 an hour
- Full-time
- Spanish
- Microsoft Excel
- Oracle
- Profit sharing
- Health insurance
Enterprise Account Exec, Cybersecurity (Strategic Tech)
ServiceNow —San Diego, CA
- $114,400 - $188,750 a year
- Online Application
- Remote
- 7 years
- Research
- Residential
- Employee stock purchase plan
- Health insurance
Quick Apply
Client Director - Strategic Tech
ServiceNow —San Diego, CA
- $156,780 - $258,660 a year
- Online Application
- Remote
- Up to 50% travel
- Residential
- Travel
- Employee stock purchase plan
- Health insurance
Quick Apply
Material Handler (Tuesday-Saturday)
Axillon Aerospace, Inc. —San Diego, CA
- $22 - $25 an hour
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick Apply
Warehouse Manager
Tikigaq Corporation —Vista, CA
- $110,000 - $150,000 a year
- Extended hours
- Background check
- 7 years
- PMP
Quick Apply
Material Handler
Senior Aerospace Steico —Oceanside, CA
- $17 - $19 an hour
- Overtime
- Forklift
- Warehouse
- Warehouse experience
- Tuition reimbursement
- 401(k) matching
Quick Apply
Planner III
Frontgrade Technologies LLC —Carlsbad, CA
- Full-time
- 5 years
- Master's degree
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
14d
Field Application Engineer - Tessent Design for Test (DFT)
Siemens —San Diego, CA
- $293,400 a year
- Full-time
- Hybrid work
- Master's degree
- 8 years
- Analysis skills
Senior Customs Compliance Analyst
TaylorMade Golf Company —Carlsbad, CA
- $88,000 - $100,000 a year
- Extended hours
- 7 years
- Office
- Analysis skills
- Paid holidays
- Health insurance
Customer Service Clerk - Assembly
Hughes Circuits —San Marcos, CA
- $20 - $24 an hour
- Online Application
- Microsoft Word
- Background check
- Microsoft Excel
- Paid holidays
- 401(k)
Sr. Applications Engineer (Aprisa)
Siemens —San Diego, CA
- $308,000 a year
- Overtime
- Hybrid work
- 5 years
- Scripting
- Training & development
Supply Chain and Logistics Program Manager
Metrea —Temecula, CA
- Full-time
- Background check
- Office
- Travel
- Paid parental leave
- Health savings account
Quick Apply
10d
Strategic Sourcing Lead (Aerospace & Defense)
Frontgrade Technologies LLC —Carlsbad, CA
- Full-time
- 6 years
- Business Administration
- Senior level
- Health savings account
- Paid holidays
Quick Apply
8d
Strategic Sourcing Manager - Printed Wiring Boards
Viasat, Inc. —Carlsbad, CA
- $150,500 - $280,000 a year
- Online Application
- Remote
- Oracle
- 5 years
- Office
Sr. Trade Compliance Integrator
General Atomics —San Diego, CA
- $116,480 - $208,505 a year
- Extended hours
- Hybrid work
- 11+ years
- Travel
- Organizational skills
- Relocation assistance
Applications Engineer - FPGA Prototyping
Siemens —San Diego, CA
- $334,400 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Office
Buyer
Senior Aerospace Steico —Oceanside, CA
- $30.76 - $33.65 an hour
- Full-time
- Microsoft Outlook
- Basic math
- Mid-level
- Tuition reimbursement
- 401(k) matching
Quick Apply
Territory Manager (San Diego, Orange County, Inland Empire)
Siemens Healthineers —San Diego, CA
- $123,120 - $169,290 a year
- Full-time
- Remote
- Background check
- Current TB test
- Up to 50% travel
- Disability insurance
- Health insurance
2d

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export jobs near oceanside, ca

Client Services Specialist/Senior Client Services Specialist

Aldrich Wealth LP
Carlsbad, CA

Quick Apply

Job Details

Full-time
$36.05 - $45.67 an hour

Benefits

Profit sharing
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Spreadsheets
Investment management software
Customer relationship management (CRM) systems (technically supported)
Investment account customer support
Financial services
Productivity software
Financial data analysis tools

Full Job Description

Description:

We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This client-facing role is responsible for delivering exceptional service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will possess strong communication skills, a proactive approach to problem-solving, and the ability to build and maintain positive client relationships. This role is essential to enhancing the overall client experience and supporting the ongoing success of our organization.

Why Aldrich Wealth

Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.

At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.

Check out more about Aldrich at https://wealthadvisors.com/.

You'll Get a Chance To

Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts.
Coordinate new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures.
Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software
File client documents and records to the document management system
Responsible for client workflow actions including setting up and completing recurring actions as needed
Coordinate annual RMD calculation and distributions
Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries/exports from portfolio management & CRM software
Adhere to existing processes and willingness to constructively troubleshoot and adjust them as needed
Participate in training new Client Services team members

Requirements:

What You Bring to the Team

Required:

Minimum 3 years of experience in a similar role at a financial services firm
Strong Microsoft Office skills (Word, Excel, and PowerPoint)
Experience working with RIA Custodians and utilizing a CRM
Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management
Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate

Preferred:

Bachelor’s degree in Finance, Business, or related degree from an accredited college or university
Experience with Charles Schwab (Custodian), Salentica Engage (CRM), and Tamarac (Portfolio Management)
Experience with alternative investments and SMAs

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions.

A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$45.67 per hour ( approx. $75,000-$95,000 annual salary). Salary offered will be based on years of relevant experience and the finalized job title.

For a full summary of our benefit offerings, check out Life at Aldrich here.

What You Should Know

This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2 days per week.

Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

To Apply

Please submit your resume and cover letter (optional).

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

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Refine Your Search

export jobs in oceanside, ca

Client Services Specialist/Senior Client Services Specialist

Technical Sales Manager - Aerospace & Defense

Dealer Support Rep-International

Enterprise Account Exec, Cybersecurity (Strategic Tech)

Client Director - Strategic Tech

Material Handler (Tuesday-Saturday)

Warehouse Manager

Material Handler

Planner III

Field Application Engineer - Tessent Design for Test (DFT)

Senior Customs Compliance Analyst

Customer Service Clerk - Assembly

Sr. Applications Engineer (Aprisa)

Supply Chain and Logistics Program Manager

Strategic Sourcing Lead (Aerospace & Defense)

Strategic Sourcing Manager - Printed Wiring Boards

Sr. Trade Compliance Integrator

Applications Engineer - FPGA Prototyping

Buyer

Territory Manager (San Diego, Orange County, Inland Empire)

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