Top 491 Client associate Jobs in Thousand Oaks, Ca

Client Associate
Confidential —Westlake Village, CA
- $28 - $40 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- 401(k)
- Paid time off
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Associate Attorney
Wood, Smith, Henning & Berman —Thousand Oaks, CA
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
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5d
Associate Attorney - Labor & Employment
O'Hagan Meyer —Woodland Hills, CA
- $170,000 - $215,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
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Associate Attorney
Bremer Whyte Brown & O'Meara, LLP —Woodland Hills, CA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- 1 year
- Communication skills
- Wellness program
- Paid holidays
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6d
Subrogation Associate Attorney: California
National Commercial Services/Law Offices of Jay W. Smith —Van Nuys, CA
- From $110,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Quick Apply
Employment Law Associate Attorney
Lyfe Law, LLP —Los Angeles, CA
- $250,000 - $300,000 a year
- Full-time
- Spanish
- Writing skills
- Employment & labor law
- Health insurance
- Dental insurance
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Senior Associate Attorney - Family Law
Confidential —California
- $220,000 - $320,000 a year
- Full-time
- Remote
- US work authorization
- Organizational skills
- Senior level
- Profit sharing
- Paid holidays
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Associate Attorney - Wage & Hour Class Action
Bibiyan Law Group, P.C. —Los Angeles, CA
- Full-time
- Writing skills
- Analysis skills
- Organizational skills
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Medical Malpractice Associate Attorney
Wood, Smith, Henning & Berman —Santa Monica, CA
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 1 year
- Disability insurance
- Health insurance
Quick Apply
Associate Attorney
Wood, Smith, Henning & Berman —Santa Monica, CA
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
5d
Associate Attorney--MedMal / Employment -- Fully Remote
DLC Consulting Services, LLC on behalf of law firm client —California
- $110 - $120 an hour
- Contract
- Remote
- 5 years
- Senior level
- Communication skills
Quick Apply
Associate Attorney – Plaintiff Personal Injury (2+ Years Experience)
Prestigious Law Firm —Valley Village, CA
- $135,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Associate Therapist - Valencia
New U Therapy Center & Family Services —Valencia, CA
- $40 - $44 an hour
- Full-time
- Hybrid work
- Private practice
- Adults
- Working with children
- Continuing education credits
- Paid holidays
Quick Apply
7d
Associate Attorney
Patenaude & Felix, APC —Los Angeles, CA
- $100,000 - $125,000 a year
- Full-time
- Writing skills
- Pass drug screening
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Field Marketing Associate / Canvasser - NBP
System Pavers —Thousand Oaks, CA
- $22 an hour
- Weekends as needed
- Background check
- 18 years or older
- Clean driving record
- Paid training
- Dental insurance
Quick Apply
7d
Center Based Associate Clinical Supervisor
Community Autism Services —San Fernando, CA
- $26 - $33 an hour
- Full-time
- Mid-level
- Master's degree
- Clinic
- Paid training
- Referral program
Quick Apply
11d
AMFT (Associate Marriage and Family Therapist)
Recovery is a Beach —Ventura County, CA
- $38 - $45 an hour
- Part-time
- Background check
- LMFT
- CPR Certification
Quick Apply
ABA Associate Clinical Supervisor
Community Autism Services —San Fernando, CA
- $24 - $33 an hour
- Part-time
- Working with individuals with developmental disabilities
- Mid-level
- Children
- Paid training
- Referral program
Quick Apply
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
Leasing Agent
Westhome —Woodland Hills, CA
- $23 - $25 an hour
- Weekends as needed
- Spanish
- English
- Office
- Health savings account
- Health insurance
Quick Apply
5d

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client associate jobs near thousand oaks, ca

Client Associate

Confidential
Westlake Village, CA

Quick Apply

Job Details

Full-time
$28 - $40 an hour

Benefits

401(k)
Paid time off
Opportunities for advancement

Qualifications

Microsoft Excel
Series 66
Microsoft Office
Series 7
Customer relationship management
Organizational skills
Account management

Full Job Description

Job Position: Client Associate

Position type: Full-Time

Location: Westlake Village, CA

A boutique firm providing multigenerational private wealth management and planning services. These include providing affluent and ultra high-net worth clients with assistance in planning for college expenses, retirement, the tax-efficient transfer of wealth, income generation, risk avoidance and building wealth.

We are seeking a Client Associate (“CA”) to support our growing organization. The CA will interact with and service the needs of our clients with the aim of making that experience feel exceptional. The CA will also deliver both administrative and operational support to the financial advisory team.

Responsibilities will include:

Assisting Financial Advisors (“FAs”) with the collection, creation and distribution of investment information.
Scheduling meetings, creating reminders, gathering and inputting data.
Onboarding new clients, including the collection of required documentation and client information and regularly communicating with those clients throughout the process.
Ensuring that key client information and documentation are up-to-date.
Answering incoming calls.
Responding to client and/or administrative issues and demands via phone or written correspondence as appropriate, researching answers as needed.
Engaging in industry training and education programs to maintain current status on policies and procedures.

Qualifications:

Bachelor’s degree
Strong organizational skills a must; an ability to manage a variety of tasks and prioritize individual workload responsibilities.
An ability to adhere to strict confidentiality requirements as well as utilize good judgment in the preparation, handling and distribution of confidential information.
An ability to clearly, concisely and pleasantly convey messages to others in person, by phone or via written correspondence. This includes grammatical proficiency.
Attention to detail is a must.
Strong interpersonal skills.
Excellent computer skills and knowledge of Microsoft Office products; proficiency with Microsoft Excel is a plus.
Previous banking and/or wealth management experience is preferred.
A desire to positively impact the lives of the practice’s clientele and the practice itself.

Opportunities for Advancement:

Though not mandatory for this position, the firm believes in fostering an environment of professional development. CA’s who decide to obtain a Series 7 and/or 66 Securities License will be financially rewarded for building on their skillset.

Physical Job Requirements:

Requires sitting/standing/walking
Requires using hands to handle, control, or feel objects, tools or controls
Requires repetitive movement
Occasional lifting of up to 15 lbs.

The firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Pay: $28.00 - $40.00 per hour

Benefits:

401(k)
Paid time off

Compensation Package:

Performance bonus

People with a criminal record are encouraged to apply

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in thousand oaks, ca

Client Associate

Associate Attorney

Associate Attorney - Labor & Employment

Associate Attorney

Subrogation Associate Attorney: California

Employment Law Associate Attorney

Senior Associate Attorney - Family Law

Associate Attorney - Wage & Hour Class Action

Medical Malpractice Associate Attorney

Associate Attorney

Associate Attorney--MedMal / Employment -- Fully Remote

Associate Attorney – Plaintiff Personal Injury (2+ Years Experience)

Associate Therapist - Valencia

Associate Attorney

Field Marketing Associate / Canvasser - NBP

Center Based Associate Clinical Supervisor

AMFT (Associate Marriage and Family Therapist)

ABA Associate Clinical Supervisor

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

Leasing Agent

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