Top 197 Client advisor Jobs in Camarillo, Ca

Associate | Client Services
One Capital Management —Westlake Village, CA
- $69,000 - $75,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Research
- Wellness program
- 401(k)
Associate Financial Advisor
Edward Jones —Camarillo, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
20h
Registered Client Service Associate
Morgan Stanley —Oxnard, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Chief Compliance Officer
Tamar Securities LLC —Woodland Hills, CA
- $200,000 - $375,000 a year
- Full-time
- Background check
- Office
- Organizational skills
- Profit sharing
- Health insurance
Quick Apply
Financial Advisor
New York Life Insurance Company —Woodland Hills, CA
- $75,000 - $85,000 a year
- Full-time
- US work authorization
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
10d
California Workers' Compensation Defense Attorney
The Law Offices of Richard K. Green, A.P.C. —California
- $100,000 - $225,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Under 1 year
- Health savings account
- Paid holidays
Quick Apply
14d
Financial Advisor
Beer Financial Group —Woodland Hills, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Client Advisor, Calabasas
Zimmermann —Calabasas, CA
- $20 an hour
- 8 hour shift
- Mid-level
- In-person
- 1 year
- Store discount
- Health insurance
Quick Apply
3d
Financial Advisor / Sales Opportunity
Northwestern Mutual —Calabasas, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Representative - Earn Up to $150k+
American Legacy —Ventura, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Mortgage Loan Officer – Greater LA Area
LendWise Mortgage —Calabasas, CA
- $120,000 - $350,000 a year
- Full-time
- Mid-level
Financial Advisor
New York Life Insurance Company —Westlake Village, CA
- $85,000 - $250,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
9d
Financial Advisor
Edward Jones —Ojai, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Licensed Financial Advisor
AppleOne —Oxnard, CA
- $65,000 - $90,000 a year
- Overtime
- Mid-level
- Business development
- Travel
- Health insurance
- Dental insurance
Quick Apply
2d
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
GTM Systems Architect – Salesforce Expert
Domestique —California
- $60 - $85 an hour
- Full-time
- Hybrid work
- Salesforce
- System design
- 3 years
- Health insurance
- 401(k)
Quick Apply
Fitness Membership Sales Advisor
StretchLab Ventura —Ventura, CA
- From $17 an hour
- Part-time
- Sales
- Writing skills
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
2d
Construction Service Manager - (Northern CA61026)
RealManage —California
- $110,000 - $130,000 a year
- Full-time
- Construction site
- Ability to walk for extended periods
- Office
- Health savings account
- Paid holidays
Quick Apply

I want to receive the latest job alert for client advisor in camarillo, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near camarillo, ca

Associate | Client Services

One Capital Management -
Westlake Village, CA

Apply Now

Job Details

Full-time
$69,000 - $75,000 a year

Benefits

Wellness program
401(k)
Paid time off

Qualifications

Vendor relationship building
Microsoft Excel
Customer relationship building
Microsoft Outlook
Cross-functional collaboration

Full Job Description

Associate | Client Services
Location: Westlake Village, CA
Job Type: Full Time
Area of Interest: Private Client

Company Description

One Capital Management, LLC (“OCM”), is a leading global wealth management firm that offers
diversified wealth management services to private clients, endowments and foundations, investment
companies, and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth
management solutions for its clients through its wealth forecasting group and integrated investment
management service.

Position Description

The Associate I Client Services supports an advisor or team of advisors. The Client Services team focuses
on delivering the full scope of the firm’s wealth and investment services to individuals, private clients,
foundations, endowments, and investment advisors. The Associate | Client Services will play a key role
in creating a simple and elegant service experience for our clients.

Specific responsibilities may include, but are not limited to:

 Maintain existing client relationships as a primary point of contact for inquiries related to
account maintenance, cash management, distributions, and investment reporting.

 Assist the wealth advisor, financial planner, and internal departments (operations, investments,
billing, etc.) to ensure client requests are executed within defined service level agreements.

 Research and resolve routine to moderately complex client issues leveraging internal support
resources and/or escalate as appropriate to management.

 Participate in client scheduling and preparation.
 Attend client meetings, events, and seminars as needed.
 Prepare client account paperwork, including internal agreements, custodian forms, applications,

and other client deliverables for processing.
 Coordinate new client onboarding activities including the collection of required documentation,

partnering with internal operations teams on process execution, client household setup,
welcome calls, and proactive communication with clients.

 Understand and adhere to outlined company policies and procedures to ensure client activities
are handled with firm standards.

 Track and document client interactions, activities, and meetings in CRM, ensuring notes are
input in a timely and compliant manner.

 Develop and maintain trusted relationships with custodian partners, vendors, client professional
contacts, and service providers.

 Participate in team projects and business initiatives and engage in training and education
opportunities as required.

November 2024

Job Requirements

 A Bachelor’s degree is recommended, preferably with a concentration in Business, Finance,
Economics, or a related field.

 Ideal candidates may have 1-3 years of experience working in investment advisory, asset
management, or a financial services company.

 Excellent communication skills with the ability to develop and maintain strong relationships with
clients, prospects, and team members across the organization.

 Strong organization and attention to detail are essential with the ability to prioritize and multi-
task effectively in a fast-paced environment.

 Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor
View, CRM (Salesforce), and custodian websites (Schwab, Fidelity, Pershing, NBIN) is valuable.

Compensation & Benefits

 Salary range: $69,000 - $75,000
 Performance Based Bonus
 Flexible and responsible paid time off (PTO).
 Participation and coverage under the company health care plan.
 Participation in the company 401(k) Plan.
 Reimburse up to $75 monthly for a membership fee for the company Wellness Program.
 Company sponsorship in continuing education.

Interested applicants should submit their resume to [email protected].

November 2024

Apply Now

Refine Your Search

client advisor jobs in camarillo, ca

Associate | Client Services

Associate Financial Advisor

Registered Client Service Associate

Chief Compliance Officer

Financial Advisor

California Workers' Compensation Defense Attorney

Financial Advisor

Client Advisor, Calabasas

Financial Advisor / Sales Opportunity

Insurance Sales Representative - Earn Up to $150k+

Mortgage Loan Officer – Greater LA Area

Financial Advisor

Consulting Actuary

Financial Advisor

Licensed Financial Advisor

Retirement Plan Specialist

Financial Advisor

GTM Systems Architect – Salesforce Expert

Fitness Membership Sales Advisor

Construction Service Manager - (Northern CA61026)

I want to receive the latest job alert for client advisor in camarillo, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected