Top 36 Client services associate Jobs in Simi Valley, 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)
Client Support Representative I
POS360 —Westlake Village, CA
- $22 - $24 an hour
- Full-time
- Hospitality
- Computer Science
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Client Accounting Services Associate
Eide Bailly LLP —Woodland Hills, CA
- $79,000 - $99,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Profit sharing
- Disability insurance
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Part-Time Sales & Customer Outreach Coordinator
The Sunrise Set LLC —Oxnard, CA
- $20 - $36 an hour
- Part-time
- Spanish
- Sales
- Writing skills
Quick Apply
Manager, Inside Sales & Customer Support
ECA Medical Instruments —Newbury Park, CA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Word
- Management
- Marketing
- Health savings account
- Health insurance
Quick Apply
Senior Associate | Client Services
One Capital Management —Westlake Village, CA
- $75,000 - $85,000 a year
- Email
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health insurance
Client Service Representative
VCA Animal Hospitals —Thousand Oaks, CA
- $16.90 - $20.00 an hour
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Sales & Customer Support Representative I
Lockwood Industries, LLC dba Fralock —Valencia, CA
- $30 - $35 an hour
- Full-time
- Background check
- Clean driving record
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
1d
Client Human Resources Business Partner III
ADP —Woodland Hills, CA
- $69,300 - $129,200 a year
- Full-time
- 5 years
- Military
- Writing skills
- Wellness program
- Disability insurance
Client Acquisition Associate
Ascent Developer Solutions —Encino, CA
- $90,000 - $100,000 a year
- Marketing
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Oxnard, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Sales & Customer Service Associate
Massage Envy —Northridge, CA
- $18 - $22 an hour
- Part-time
- Clinic
- Math
- Computer skills
- Wellness program
- Flexible schedule
Quick Apply
BALENCIAGA Sales & Client Advisor (Keyholder) | Topanga
Balenciaga —Canoga Park, CA
- $22 - $25 an hour
- Full-time
- Merchandising
- Mid-level
- Team management
11d
Relief Client Service Representative
VCA Animal Hospitals —Woodland Hills, CA
- $20 - $25 an hour
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Part Time Seasonal Client Associate - Topgana CA
Travis Mathew —Canoga Park, CA
- $16.80 - $18.50 an hour
- Part-time
- Entry level
Attorney & Client Success Manager
Hanna, Brophy, MacLean, McAleer & Jensen, LLP —Woodland Hills, CA
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Client & Operation Advisor- Topanga Boutique
VALENTINO S.p.A. —Topanga, CA
- $23 - $24 an hour
- Hybrid work
- Merchandising
- Maintenance
- Mid-level
7d
Associate, Global Client Group (Enterprise)
Dimensional Fund Advisors —Santa Monica, CA
- $81,000 - $118,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Analysis skills
Field Service Tech Support and Dispatch & Client Cordinator
Water Source Solutions, Inc. —Van Nuys, CA
- $21 - $30 an hour
- Full-time
- Research
- Mid-level
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply
2d

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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 services associate jobs in simi valley, ca

Associate | Client Services

Client Support Representative I

Client Accounting Services Associate

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Part-Time Sales & Customer Outreach Coordinator

Manager, Inside Sales & Customer Support

Senior Associate | Client Services

Client Service Representative

Sales & Customer Support Representative I

Client Human Resources Business Partner III

Client Acquisition Associate

Registered Client Service Associate

Sales & Customer Service Associate

BALENCIAGA Sales & Client Advisor (Keyholder) | Topanga

Relief Client Service Representative

Part Time Seasonal Client Associate - Topgana CA

Attorney & Client Success Manager

Client & Operation Advisor- Topanga Boutique

Associate, Global Client Group (Enterprise)

Field Service Tech Support and Dispatch & Client Cordinator

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