Top 391 Account specialist Jobs in Ventura, Ca

Client Service Specialist
Ameriprise Financial —Ojai, CA
- $28 - $45 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Profit sharing
- Paid training
6d
Account Manager
Bay Alarm Company —Ventura, CA
- From $60,000 a year
- Full-time
- Microsoft Word
- Background check
- Clean driving record
- Health insurance
- 401(k)
Quick Apply
Branch Office Administrator
Edward Jones —Ventura, CA
- Full-time
- Computer literacy
- Office
- Fair chance
- Profit sharing
- Health savings account
6d
Account Representative - Ventura, CA
Coloplast —Ventura, CA
- $55 an hour
- Spanish
- English
- High school diploma or GED
- Paid parental leave
- Dental insurance
Licensing Manager
Snap Creative —Camarillo, CA
- $75,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Dental insurance
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
Cyber Security Sales Representative
Western NRG, Inc. —Camarillo, CA
- $23 an hour
- Full-time
- Customer service
- Fair chance
- In-person
- Paid training
- Health insurance
Quick Apply
Major Gifts Officer
United Way of Santa Barbara County —Santa Barbara, CA
- $36 - $45 an hour
- Full-time
- Background check
- 3 years
- Bachelor's degree
- 403(b) matching
- Health insurance
Quick Apply
Customer Service Sales Representative- Outside Sales
Power Machinery Center —Oxnard, CA
- Dealership
- Computer literacy
- Pass drug screening
Quick Apply
REGIONAL SALES MANAGER
Advanced Motion Controls —Camarillo, CA
- $90,000 - $125,000 a year
- Full-time
- Microsoft Outlook
- Ability to walk for extended periods
- Mid-level
Technical Sales and Field Service Engineer
CaptiveAire —Oxnard, CA
- $70,000 - $100,000 a year
- Spanish
- English
- Research
- Paid holidays
- Disability insurance
Quick Apply
Sales Representative — New Business Development
Confidential —Newbury Park, CA
- $35,152 a year
- Full-time
- Google Workspace
- Clean driving record
- Office
Quick Apply
8d
Territory Sales Manager
PartsXpress —California
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Director of Sales - K-12 EdTech (CA)
Beable Education, Inc. —California
- $95,000 - $120,000 a year
- Full-time
- Background check
- School experience
- Bachelor of Science
- Health savings account
- Health insurance
Quick Apply
23h
Account Representative - Entry Level
Orbit Consulting Inc. —Thousand Oaks, CA
- $3,300 - $4,700 a month
- Full-time
- Sales
- In-person
- Communication skills
- Employee discount
- Professional development assistance
Quick Apply
9d
Personal Lines Insurance Account Manager
DIRECT QUOTE INSURANCE —California
- $55,000 - $70,000 a year
- Full-time
- Remote
- Sales
- Mid-level
- US work authorization
- Paid holidays
- Paid time off
Quick Apply
Strategic Account Manager – Electrification (Transmission & Distribution)
GE Vernova —California
- Full-time
- Engineering
- Business development
- Travel
K-12 Education Software Sales Executive (Northern California)
806 Technologies —California
- $95,000 - $137,250 a year
- Full-time
- Up to 50% travel
- 3 years
- Business development
- Health savings account
- Health insurance
Quick Apply
8d
Senior Account Executive
The N2 Company —Ventura, CA
- $160,913 - $177,692 a year
- Hybrid work
- High school diploma or GED
- Senior level
- Flexible schedule
Quick Apply
1d
Senior Sales Account Manager-Northern California
Smithfield Foods —California
- $85,000 - $120,000 a year
- Full-time
- Ability to walk for extended periods
- Product management
- Travel
- Relocation assistance

I want to receive the latest job alert for account specialist in ventura, 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

account specialist jobs near ventura, ca

Sales Representative jobs in Camarillo, CA

Account Representative jobs in Ventura, CA

Insurance Account Manager jobs in California

Vice President Of Business Development jobs in California

Outreach Coordinator jobs in Oxnard, CA

Account Manager jobs in California

Account Manager jobs in Ventura, CA

Sales Account Manager jobs in California

Branch Administrator jobs in Ventura, CA

Territory Sales Manager jobs in California

Sales Director jobs in California

Sales Representative jobs in Elizabethtown, KY

Medical Device Sales jobs in Irvine, CA

Sales Representative jobs in Springfield, IL

Financial Services Representative jobs in Las Vegas, NV

Sales Representative jobs in Boca Raton, FL

Sales Representative jobs in Little Rock, AR

Philanthropy Manager jobs in Salt Lake City, UT

Customer Success Manager jobs in Portland, OR

Safety Manager jobs in Baltimore, MD

Client Service Specialist

Ameriprise Financial -
Ojai, CA

Apply Now

Job Details

Full-time
$28 - $45 an hour
6 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

account specialist jobs in ventura, ca

Client Service Specialist

Account Manager

Branch Office Administrator

Account Representative - Ventura, CA

Licensing Manager

Part-Time Sales & Customer Outreach Coordinator

Cyber Security Sales Representative

Major Gifts Officer

Customer Service Sales Representative- Outside Sales

REGIONAL SALES MANAGER

Technical Sales and Field Service Engineer

Sales Representative — New Business Development

Territory Sales Manager

Director of Sales - K-12 EdTech (CA)

Account Representative - Entry Level

Personal Lines Insurance Account Manager

Strategic Account Manager – Electrification (Transmission & Distribution)

K-12 Education Software Sales Executive (Northern California)

Senior Account Executive

Senior Sales Account Manager-Northern California

I want to receive the latest job alert for account specialist in ventura, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected