Top 418 Accounting specialist Jobs in Ojai, Ca

Client Service Specialist
Ameriprise Financial —Ojai, CA
- $28 - $45 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Profit sharing
- Paid training
5d
Accounts Payable Specialist (Oxnard)
Ledgent Finance & Accounting —Oxnard, CA
- $25 - $28 an hour
- Full-time
- 5 years
- ERP systems
- Office
Quick Apply
Professional CDL and UTR Drivers
Channel Islands Logistics —Oxnard, CA
- $1,300 - $1,600 a week
- Online Application
- Mid-level
- CDL
- Home daily
- Health insurance
- 401(k)
Quick Apply
Medical Front Desk (Patient Services Specialist)-Ventura Office
CRO Services LLC —Ventura, CA
- $25 - $28 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
12d
Engineering Documentation Specialist
SaniSure LLC —Camarillo, CA
- $40 - $45 an hour
- Full-time
- Mid-level
- Project management
- Continuous improvement
Volunteer Program Specialist
Humane Society of Ventura County —Ojai, CA
- From $72,400 a year
- Weekends as needed
- Google Workspace
- Clean driving record
- Customer service
- Health insurance
- Dental insurance
Quick Apply
7d
Business Intelligence Specialist I
Meissner —Camarillo, CA
- $39.09 - $50.38 an hour
- Full-time
- Mid-level
- Analysis skills
- Organizational skills
- Profit sharing
- Health savings account
Technical Documentation Specialist
JSL Technologies Incorporated —Port Hueneme, CA
- $62,400 - $88,891 a year
- Mid-level
- Quality control
- US work authorization
Mach Shop Tech Specialist
Haas Automation, Inc. —Oxnard, CA
- $36 - $61 an hour
- Full-time
- Mid-level
- Forklift
- High school diploma or GED
Database Management Specialist
Hotshot Arbor Care —Ventura, CA
- $28.00 - $33.71 an hour
- 8 hour shift
- Remote
- Background check
- 18 years or older
- Pass drug screening
Quick Apply
Payment Services Specialist
Ventura County Credit Union —Ventura, CA
- $21.85 - $27.30 an hour
- Full-time
- Research
- Mid-level
- Travel
- Disability insurance
- Health insurance
Quick Apply
IT Support Specialist (part time)
Lassen s Natural Foods —Ventura, CA
- $20 - $26 an hour
- Part-time
- Google Workspace
- Mid-level
- Ability to lift 50 pounds
- Store discount
- Health insurance
Quick Apply
ITPR Specialist
New Directions Technologies, Inc. —Oxnard, CA
- $70,304 - $91,520 a year
- Full-time
- Mid-level
- Office
- Associate's degree
3d
Supply Chain Specialist - Quality
PBS Biotech Inc —Camarillo, CA
- $38.61 - $49.18 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Quick Apply
Accounts Receivable Specialist
Cate School —Carpinteria, CA
- $60,000 - $75,000 a year
- Full-time
- Background check
- School experience
- Customer service
- Health insurance
- Dental insurance
Quick Apply
14d
Licensed Professional Counselor
Headway —California
- Up to $117.73 an hour
- Remote
- Private practice
- Master's degree
- Senior level
Early Intervention Specialist-Bilingual (Hiring/Relocation $2,000)
Amigo Baby Inc —Ventura County, CA
- $27 - $29 an hour
- Full-time
- Spanish
- CPR Certification
- Current TB test
- Mileage reimbursement
- Health savings account
Quick Apply
Licensed Professional Clinical Counselor
Grow Therapy —California
- $70 - $98 an hour
- Part-time
- Remote
- Mid-level
- Psychology
- In-person
- Continuing education credits
- Professional development assistance
7d
Tax Professional – Retail
Intuit —Ventura, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Tax Professional – Retail
Intuit —Oxnard, CA
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d

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Client Service Specialist

Ameriprise Financial -
Ojai, CA

Apply Now

Job Details

Full-time
$28 - $45 an hour
5 days ago

Benefits

Profit sharing
Paid training
401(k)
Opportunities for advancement

Qualifications

Computer operation
Bachelor's degree
Computer skills

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

About the Role

We're looking for someone who wants more than just a job.
We are an established, growing financial advisory practice with more than 30 years of experience serving individuals and families. As a franchise of Ameriprise Financial, a Fortune 500 company, we combine the resources of a large financial organization with the personal, relationship-focused environment of a local practice.
Our clients rely on us to help them navigate some of the most important financial decisions of their lives. We believe outstanding client service begins with an outstanding team.,

We're seeking a motivated, service-oriented professional who enjoys solving problems, learning continuously, and making a meaningful difference in people's lives. This is a hands-on role that combines client service, financial services operations, problem-solving, organization, and teamwork.
If you take initiative, enjoy mastering new skills, and naturally ask, "How can I make this better?" you may be a great fit.

What You'll Do
As a Client Service Specialist, you'll work directly with clients and advisors and play an essential role in the day-to-day operation of our practice.

Responsibilities

Interact directly with clients to answer questions, assist with account-related needs, and ensure requests are handled accurately and promptly.
Open and maintain investment, retirement, brokerage, and education savings accounts.
Process account transfers, money movement requests, and other financial transactions accurately and efficiently.
Manage client records, documentation, and workflow through our CRM and operational systems.
Schedule and coordinate appointments and support advisors before, during, and after client meetings.
Prepare reports, forms, correspondence, and other client-related materials.
Coordinate with our home office and internal departments to resolve client requests and account issues.
Monitor outstanding tasks and follow up to ensure nothing falls through the cracks.
Assist with general office operations and other responsibilities as the needs of the practice evolve.
Identify opportunities to improve efficiency, streamline workflows, and create an exceptional experience for both clients and team members.

Who Thrives Here

The people who are most successful in this role:

Take initiative, embrace responsibility, and consistently follow through.
Enjoy learning, solving problems, thinking critically, and mastering new skills.
Are highly organized, detail-oriented, and able to manage multiple priorities effectively.
Communicate professionally, warmly, and confidently with clients and teammates.
Value honesty, integrity, transparency, and straightforward communication.
Work effectively and independently while also being outstanding team players.
Anticipate needs rather than simply reacting to them.
Take pride in exceptional client service, accuracy, preparation, and follow-through.
Find genuine satisfaction in helping clients and teammates succeed.

Qualifications

Required

Bachelor's degree from an accredited college or university.
Excellent written and verbal communication skills.
Strong interpersonal, organizational, and time-management abilities.
Exceptional attention to detail and follow-through.
Sound judgment, integrity, and professionalism.
Strong computer skills and confidence learning new technology and software.
Curiosity and a genuine desire to learn and grow.

Preferred

Experience in financial services, banking, client service, or another professional office environment is helpful, but not required.

We are willing to train an exceptional candidate with the right mindset, aptitude, work ethic, and capacity to learn.

We're far more interested in finding someone with strong character, curiosity, and potential than someone who already knows every system we use.

Compensation & Benefits

We believe in investing in great people.

Pay Range: $28-$45+ per hour, depending on experience, licensing, qualifications, and demonstrated ability to operate independently.
Experienced and/or licensed financial services professionals may qualify for compensation at or above the top of the stated range.
401(k) retirement plan with profit-sharing following eligibility requirements.
Paid training and ongoing professional development.
Direct mentorship from experienced Financial Advisors.
Licensing support and opportunities to deepen your financial services knowledge.
Career development tailored to your goals.
Opportunities for increasing responsibility and advancement.
Collaborative team environment built on integrity, initiative, excellence, and genuine care for clients and one another.

Career Path Opportunities

This position can serve as a foundation for a long-term career in financial services.

Depending on your interests, strengths, and professional goals, opportunities may include:

Becoming a Financial Advisor
Growing into a leadership role within the practice
Developing expertise in financial planning support and client relationship management
Advancing into high-level financial services operations and practice management

As your knowledge grows, you'll have opportunities to take on increasingly sophisticated responsibilities and make a greater impact for both clients and the firm.

Why Join Our Team?

This isn't simply an administrative position. It's an opportunity to become an integral member of a high-performing financial planning team.

The work is varied, intellectually engaging, and meaningful. It requires judgment, problem-solving, attention to detail, continuous learning, and the ability to manage multiple priorities.

If you're looking for a place where you'll be supported and valued while also challenged to grow professionally, we'd love to meet you.

To Apply

Please submit:

Your résumé
A brief cover letter explaining:
- What excites you about this opportunity
- Why you believe you'd be a great fit for our team

We look forward to learning more about you.

Equal Opportunity Employer

We are committed to creating an inclusive workplace and welcome applicants from all backgrounds. We make employment decisions based on qualifications, merit, and business needs.

Base Pay Salary

The salary will be $28-$45+ per hour

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

accounting specialist jobs in ojai, ca

Client Service Specialist

Accounts Payable Specialist (Oxnard)

Professional CDL and UTR Drivers

Medical Front Desk (Patient Services Specialist)-Ventura Office

Engineering Documentation Specialist

Volunteer Program Specialist

Business Intelligence Specialist I

Technical Documentation Specialist

Mach Shop Tech Specialist

Database Management Specialist

Payment Services Specialist

IT Support Specialist (part time)

ITPR Specialist

Supply Chain Specialist - Quality

Accounts Receivable Specialist

Licensed Professional Counselor

Early Intervention Specialist-Bilingual (Hiring/Relocation $2,000)

Licensed Professional Clinical Counselor

Tax Professional – Retail

Tax Professional – Retail

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