Top 2450 client services Jobs in oxnard, ca

Financial Paraplanner / Junior Advisor
Confidential —Ventura, CA
- $70,000 - $80,000 a year
- Part-time
- Bilingual
- CRM software
- Background check
- Health insurance
- 401(k)
Quick Apply
Behavior Technician (BT) / Registered Behavior Technician (RBT)
Nurture & Nature ABA —Oxnard, CA
- $23 - $32 an hour
- Part-time
- School experience
- Spanish
- CPR Certification
- Paid holidays
- Dental insurance
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Territory Sales Representative
American Legacy Solutions —Oxnard, CA
- $100,000 - $200,000 a year
- Full-time
- Mid-level
- Travel
- In-person
- Tuition reimbursement
- Professional development assistance
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Facility Manager - Oxnard
ROWI Teen and Parent Wellness Centers —Oxnard, CA
- $22 - $24 an hour
- Full-time
- CPR Certification
- Computer literacy
- Mid-level
- Health insurance
- Paid time off
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Territory Sales Representative
American Legacy Solutions —Oxnard, CA
- $100,000 - $200,000 a year
- Full-time
- Mid-level
- Travel
- In-person
- Tuition reimbursement
- Professional development assistance
Quick Apply
Office Assistant / Webmaster – Non-Profit for Independent Filmmakers
From the Heart Productions —Oxnard, CA
- $22 - $25 an hour
- Part-time
- Hybrid work
- Background check
- Customer service
- Research
Quick Apply
Wellness Coordinator - Part-Time
Hydration Room —Oxnard, CA
- $23 an hour
- Part-time
- High school diploma or GED
- Clinic
- Ability to sit for extended periods
- Health insurance
- Dental insurance
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Managing Technician
AV Masters Inc —Ventura County, CA
- $50,000 - $70,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Hotel
- Ability to lift 50 pounds
- Health insurance
- 401(k)
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Licensed Clinical Psychologist
Pacific Coast Psychology Group, Inc. —Camarillo, CA
- $130,000 - $200,000 a year
- Choose your own hours
- Background check
- Spanish
- Skilled nursing facility
- Health savings account
- Health insurance
Quick Apply
Registered Veterinary Technician
Moorpark Veterinary Hospital —Moorpark, CA
- From $27 an hour
- Part-time
- High school diploma or GED
- Patient care
- In-person
- Wellness program
- Health insurance
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Lead Physical Therapist (Full-Time, $7,500 Sign-On Bonus)
Positive Development —Ventura, CA
- $100,000 - $120,000 a year
- Full-time
- Physical & Rehabilitation Medicine
- Mid-level
- Children
- Mileage reimbursement
- Paid parental leave
Quick Apply
Head of Services – Short-Term Residential Treatment Program (STRTP)
4 Kids 2 Kids - SAFE House / Living Arrows —Carpinteria, CA
- $100,000 - $120,000 a year
- Full-time
- Background check
- LMFT
- CPR Certification
- Health insurance
- Paid time off
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Investment Specialist
Ameriprise Financial - EPIC Wealth Partners —Thousand Oaks, CA
- From $80,000 a year
- Full-time
- Mid-level
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Paralegal (Must have 3 Years Experience)
Law Office of Robert M. Baskin —Ventura, CA
- $25 - $35 an hour
- Email
- Writing skills
- Mid-level
- Project management
- Travel reimbursement
- Free parking
Quick Apply
9d
Instructor
Club Pilates Franchise —Oxnard, CA
- $16.50 - $18.04 an hour
- Full-time
- Communication skills
- Teaching
- Entry level
5d
Part-Time Clinical Registered Dietitian
ASK Consulting —Ventura, CA
- $40 - $46 an hour
- Part-time
- Clinic experience
- Mid-level
- Master's degree
- Mileage reimbursement
- Flexible schedule
Quick Apply
Aesthetic Injector (PA-C)
Tansavatdi Facial Plastic Surgery —Westlake Village, CA
- $60 - $80 an hour
- Part-time
- Background check
- Private practice
- Google Workspace
- Paid holidays
- Health insurance
Quick Apply
Senior Hazards/Hazardous Materials Analyst
Aspen Environmental Group —California
- $125,000 - $150,000 a year
- Email
- Microsoft Excel
- 11+ years
- Master's degree
Quick Apply
Asbestos Abatement Technician (Ventura County)
Abatex —Newbury Park, CA
- $18.00 - $33.80 an hour
- 8 hour shift
- Hybrid work
- Clean driving record
- OSHA
- Customer service
- COVID-19 protective measures
- Paid holidays
Quick Apply
Physical Therapist Home Health - Simi Valley, CA
NEOGEN CARE —Simi Valley, CA
- $110,000 - $130,000 a year
- Full-time
- CPR Certification
- Working with individuals with disabilities
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply

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client services jobs near oxnard, ca

Financial Paraplanner / Junior Advisor

Confidential
Ventura, CA

Quick Apply

Job Details

Part-time | Full-time
$70,000 - $80,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Professional development assistance
Retirement plan

Qualifications

Financial planning
Customer communication
Microsoft Excel
Multilingual
Research
Productivity software

Full Job Description

Position Overview

We are seeking a motivated and detail-oriented Financial Paraplanner / Junior Advisor to support our advisory team and deliver an exceptional client experience. This role is ideal for someone with prior experience in the financial services industry who is looking to grow into a full advisor role over time, including developing their own book of business.

Initially, this position will focus on client service, financial planning support, and administrative execution. With demonstrated performance and initiative, there is a clear path for growth into a Junior Advisor and eventually a Lead Advisor role.

Key Responsibilities

Client & Advisor Support

Attend client meetings with advisors, take detailed notes, and track follow-up action items
Prepare post-meeting summaries and client communications outlining next steps
Serve as a point of contact for client service requests and inquiries

Meeting & Planning Preparation

Prepare meeting agendas, financial reports, and planning materials
Organize and maintain client files, paperwork, and documentation
Assist with onboarding new clients and managing ongoing account updates

Financial Planning & Investment Support

Assist advisors with financial planning projects, including research, data gathering, and client analysis
Support portfolio reviews, risk assessments, and investment-related tasks
Shadow advisors during trading and portfolio management activities

Investment & Firm Collaboration

Attend Investment Committee meetings to learn firm investment philosophy, market trends, and portfolio strategy
Collaborate closely with advisors and operations staff to ensure accuracy and efficiency

Growth & Development

Learn advisory workflows, compliance requirements, and client relationship management
Progress toward taking on advisory responsibilities based on experience and licensing
Other duties as assigned

Qualifications & Preferred Experience

Required

Strong organizational skills and exceptional attention to detail
Excellent written and verbal communication skills
Ability to work collaboratively in a fast-paced, client-focused environment
Proficiency with Microsoft Office (Word, Excel, PowerPoint)

Preferred

Prior experience in the financial services industry
Experience handling client paperwork, account forms, and operational processes
Series 7 and/or Series 65 licenses (or willingness to obtain)
Familiarity with financial planning or CRM software
Strong interest in financial planning, investments, and long-term career growth as an advisor

Job Types: Full-time, Part-time

Pay: $70,000.00 - $80,000.00 per year

Expected hours: 40.0 per week

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Professional development assistance
Retirement plan

Experience:

Financial planning: 1 year (Required)

Language:

Multilingual (Preferred)

License/Certification:

Series 7 License (Preferred)
Series 65 license (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in oxnard, ca

Financial Paraplanner / Junior Advisor

Behavior Technician (BT) / Registered Behavior Technician (RBT)

Territory Sales Representative

Facility Manager - Oxnard

Territory Sales Representative

Office Assistant / Webmaster – Non-Profit for Independent Filmmakers

Wellness Coordinator - Part-Time

Managing Technician

Licensed Clinical Psychologist

Registered Veterinary Technician

Lead Physical Therapist (Full-Time, $7,500 Sign-On Bonus)

Head of Services – Short-Term Residential Treatment Program (STRTP)

Investment Specialist

Paralegal (Must have 3 Years Experience)

Instructor

Part-Time Clinical Registered Dietitian

Aesthetic Injector (PA-C)

Senior Hazards/Hazardous Materials Analyst

Asbestos Abatement Technician (Ventura County)

Physical Therapist Home Health - Simi Valley, CA

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