Financial Representative Davis Family Financial LLCFinancial RepresentativeSanta Barbara, CA$60,000–$75,000p> Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSanta Barbara, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Assistant Chief Financial Officer City of OxnardAssistant Chief Financial OfficerOxnard, CA$171,926–$223,504 / yearThe City participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Provides technical guidance; monitors and evaluates projects and processes; performs research of specialized and technical information; analyzes and resolves complex and sensitive issues; handles escalated customer concerns; and creates, negotiates and implements initiatives and solutions.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorVentura, CAp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Client Financial Advisor Sales Assistant Macpower Digital Assets Edge Private LimitedClient Financial Advisor Sales AssistantCarpinteria, CA$50,000–$57,000 / yeardiv style="text-align:justify"> Key Responsibilities: Upon completion of Securities Industry Training & Sales Administration, Sales Assistance will be assigned to Financial Advisors to be assigned various tasks for completion. Job Summary: As Sales Assistant for Client Financial Advisor, you will have an exciting opportunity to learn the securities industry while supporting our Client Advisors.Financial Services Operations Supervisor Macpower Digital Assets Edge Private LimitedFinancial Services Operations SupervisorCarpinteria, CA$65,000–$73,000 / yeardiv style="text-align:justify"> Important Competencies: Communicate concisely, directly, professionally and unambiguously in written and oral formats, consider the receiver's perspective to ensure clear understanding of the message's specifics and purpose. Service Principles BeEPIIC Framework: Belonging: Foster a unified front, bridging diverse talents and perspectives towards our shared goals.Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaCAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.Financial & Program Manager/FPMSS AlluvionicFinancial & Program Manager/FPMSSPort Hueneme, CaliforniaWe offer a wide range of products and services including extensive enterprise Process Improvement, CMMI (Capability Maturity Model Integration), CMMC (Cybersecurity Maturity Model Certification), PMO (Project Management Office), and ERP (Enterprise Resource Planning) implementations for clients in various industries, providing Project Assurance® for every project. Alluvionic is seeking a highly skilled Financial & Program Manager/FPMSS to provide expert-level program and project management support to the Naval Surface Warfare Center, Port Hueneme Division (NSWC PHD).Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketSanta Barbara, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.Customer Service Representative GTTCustomer Service RepresentativeBuellton, CAThe Customer Service Representative / Platinum Advisory Associate serves as the face and voice of the brand, delivering best-in-class service to veterinarians, physicians, and clients ordering nutritional formulas for horses, dogs, cats, and people. With more than 70 years of experience, the company delivers innovative medicines, vaccines, diagnostics, and technologies to predict, prevent, detect, and treat animal illnesses.Veterinary Receptionist / Client Service Representative Ohana Pet HospitalVeterinary Receptionist / Client Service RepresentativeVentura, CA$20–$23 / hourp>In this role, you will schedule and manage the flow of appointments, provide empathetic customer service while multi-tasking between a multi-line phone system and in-person clients, process financial transactions, answer inquiries, and provide essential information about the services we provide. Proficiency in the following skills:Strong Communicator – You’re confident and compassionate when speaking with clients, whether in person, on the phone, or via email, and you help build trust in the team.Field Sales Representative-Ventura, CA Nestle SAField Sales Representative-Ventura, CAVentura, CAActivities center on wall-to-wall sales coverage of Nestlé items, including systemic problem solving related to out of stocks, new item speed to shelf, share of shelf, price compliance, and promotion selling. • Merchandise products to obtain schematic compliance, pack out shelves, rotate products, handle unsellable product and resolve systemic problems related to out-of-stocks and voids.Sales Representative - North Los Angeles - Santa Barbara, CA - Sustainability Solutions Stryker CorpSales Representative - North Los Angeles - Santa Barbara, CA - Sustainability SolutionsSanta Barbara, CAHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required, depending on customer requirements, to obtain the COVID-19 vaccination as an essential function of their role.Customer Service Representative Retail Ashley Furniture Industries IncCustomer Service Representative RetailOxnard, CA$18–$22 / hourli>Sales Order Support: Assist with processing sales orders accurately and efficiently, ensuring all required documentation is complete, and proper approvals are obtained before finalizing transactions. Technology & Systems: Utilize point-of-sale systems, retail management software, Microsoft Office Suite, and other business tools to perform job duties efficiently and accurately.Sales Representative - Santa Barbara, CA - Injury Prevention Stryker CorpSales Representative - Santa Barbara, CA - Injury PreventionSanta Barbara, CAHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required, depending on customer requirements, to obtain the COVID-19 vaccination as an essential function of their role.Route Sales Representative Frito-Lay IncRoute Sales RepresentativeVentura, CAOur Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos, Fritos, and many more to local stores including gas stations, dollar stores, and large grocery stores. As a Route Sales Representative, you drive a FritoLay truck to different stores, work independently to unload orders, merchandise product, and partner with store managers to increase sales, order, and maintain records throughout the day.Outside Sales Representative - Ventura/Oxnard/Camarillo, CA UniFirst CorpOutside Sales Representative - Ventura/Oxnard/Camarillo, CACA$62,000–$120,000 / yearCompetitive base salary + monthly uncapped commissions and quarterly bonuses - Total 1st year compensation (including commission) can range from $62,000-120,000. At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.Patient Account Representative Cottage HealthPatient Account RepresentativeGoleta, CAFull timeA PAR will need to effectively perform (as applicable) charge reviews, retro-reviews, work account/claim edits in Cottage's EHR and follow-up on claim submission, remittance review for insurance collections, pursue disputed balances and resolve credit balances from both government and non-government entities. The PAR interfaces with internal revenue cycle departments and external payer organizations including Health Information Management, Case Management, review organizations, access/registration areas, and clinical departments.Insurance Account Representative - State Farm Agent Team Member Armen Keshmeshian - State Farm AgentInsurance Account Representative - State Farm Agent Team MemberVentura, CADevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.Call Center Representative I/II/III - Bilingual Required County of VenturaCall Center Representative I/II/III - Bilingual RequiredVentura, CA$47,840–$75,064.07 / yearDuties may include but are not limited to the following: Greets patients on the phone; determines how incoming calls should be routed; directs people to appropriate locations, service, or information sources; answers routine questions; explains routine procedures, processes, or departmental activities; schedules appointments; obtains factual information to create or update files and charts; assures federal and state confidentiality measures are followed; (MOA II: refers clients/patients to appropriate resources); Compiles routine reports, records, and charts by extracting and/or tabulating information from a variety of sources such as files, reports, notes, logs, correspondence, and/or verbal instruction; (MOA II/III: identifies variations in data); Reviews and manages patient schedules to anticipate for missed opportunities, scheduling errors, registration form updates, insurance eligibility, and co-payments; Handles high volume of patients phone calls, internal/externals customers, and frequent changes, delay or unexpected events; Communicates with patient care team to ensure that patient care needs are addressed; Accurately enters and updates demographic and payer data in practice management system (i.e. Cerner); Verifies coverage and payer eligibility, which may include programs, private insurances, and Medi-Cal. Working to thorough ability to: perform and coordinate difficult and responsible clerical work with little or no direct supervision; set-up and maintain records and filing systems; extract information from a variety of sources; operate a variety of automated office equipment; accurately perform and proof the transfer of information from one document to another, comparing the data from two or more sources for accuracy and completeness; perform basic arithmetic calculations; establish and maintain cooperative working relationships; and understand, follow, and convey written and verbal information/instructions.Outside Sales Representative AFA American Fidelity Assurance CompanyOutside Sales RepresentativeVentura, Californiap>Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.Service Representative-Ambulatory Services Kaiser PermanenteService Representative-Ambulatory ServicesVentura, CADetermines and collects appropriate payments for services and products (where applicable) rendered as required per health plan coverage and the established fee schedule; informs member of account balance information; collects and documents in the computer system receipt of a variety of financial and non-financial forms and reviews with members as appropriate; directs patients to waiting areas. • Provides reception for designated area(s); verifies patients visit with pre-established appointment scheduling; registers patients; verifies and selects appropriate insurance coverage, including confirmation of alternate insurance, and assists members at designated KP interactive and emerging technologies and on all Kaiser Permanente-sponsored electronic devices and technologies.Field Customer Care Representative Lennar CorpField Customer Care RepresentativeVentura, CA$36.12–$41 / hourLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Physical & Office/Site Presence Requirements: This role includes regular homesite visits and requires the ability to walk uneven terrain, bend, stoop, lift up to 25 lbs., and use mobile technology in the field.Service Representative II Citizens Business BankService Representative IIOxnard, CAResponsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.J.P. Morgan Advisors - Senior Client Associate - Santa Barbara, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Santa Barbara, CASanta Barbara, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.Load moreSimilar Job SearchesFinancial Reporting Manager JobsFinancial Manager JobsFinancial Systems Manager JobsReimbursement Manager JobsRisk Manager JobsFinancial Representative Jobs
Financial Services Operations Supervisor Macpower Digital Assets Edge Private LimitedFinancial Services Operations SupervisorCarpinteria, CA$65,000–$73,000 / yeardiv style="text-align:justify"> Important Competencies: Communicate concisely, directly, professionally and unambiguously in written and oral formats, consider the receiver's perspective to ensure clear understanding of the message's specifics and purpose. Service Principles BeEPIIC Framework: Belonging: Foster a unified front, bridging diverse talents and perspectives towards our shared goals.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaCAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial & Program Manager/FPMSS AlluvionicFinancial & Program Manager/FPMSSPort Hueneme, CaliforniaWe offer a wide range of products and services including extensive enterprise Process Improvement, CMMI (Capability Maturity Model Integration), CMMC (Cybersecurity Maturity Model Certification), PMO (Project Management Office), and ERP (Enterprise Resource Planning) implementations for clients in various industries, providing Project Assurance® for every project. Alluvionic is seeking a highly skilled Financial & Program Manager/FPMSS to provide expert-level program and project management support to the Naval Surface Warfare Center, Port Hueneme Division (NSWC PHD).
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketSanta Barbara, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Customer Service Representative GTTCustomer Service RepresentativeBuellton, CAThe Customer Service Representative / Platinum Advisory Associate serves as the face and voice of the brand, delivering best-in-class service to veterinarians, physicians, and clients ordering nutritional formulas for horses, dogs, cats, and people. With more than 70 years of experience, the company delivers innovative medicines, vaccines, diagnostics, and technologies to predict, prevent, detect, and treat animal illnesses.
Veterinary Receptionist / Client Service Representative Ohana Pet HospitalVeterinary Receptionist / Client Service RepresentativeVentura, CA$20–$23 / hourp>In this role, you will schedule and manage the flow of appointments, provide empathetic customer service while multi-tasking between a multi-line phone system and in-person clients, process financial transactions, answer inquiries, and provide essential information about the services we provide. Proficiency in the following skills:Strong Communicator – You’re confident and compassionate when speaking with clients, whether in person, on the phone, or via email, and you help build trust in the team.
Field Sales Representative-Ventura, CA Nestle SAField Sales Representative-Ventura, CAVentura, CAActivities center on wall-to-wall sales coverage of Nestlé items, including systemic problem solving related to out of stocks, new item speed to shelf, share of shelf, price compliance, and promotion selling. • Merchandise products to obtain schematic compliance, pack out shelves, rotate products, handle unsellable product and resolve systemic problems related to out-of-stocks and voids.
Sales Representative - North Los Angeles - Santa Barbara, CA - Sustainability Solutions Stryker CorpSales Representative - North Los Angeles - Santa Barbara, CA - Sustainability SolutionsSanta Barbara, CAHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required, depending on customer requirements, to obtain the COVID-19 vaccination as an essential function of their role.
Customer Service Representative Retail Ashley Furniture Industries IncCustomer Service Representative RetailOxnard, CA$18–$22 / hourli>Sales Order Support: Assist with processing sales orders accurately and efficiently, ensuring all required documentation is complete, and proper approvals are obtained before finalizing transactions. Technology & Systems: Utilize point-of-sale systems, retail management software, Microsoft Office Suite, and other business tools to perform job duties efficiently and accurately.
Sales Representative - Santa Barbara, CA - Injury Prevention Stryker CorpSales Representative - Santa Barbara, CA - Injury PreventionSanta Barbara, CAHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required, depending on customer requirements, to obtain the COVID-19 vaccination as an essential function of their role.
Route Sales Representative Frito-Lay IncRoute Sales RepresentativeVentura, CAOur Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos, Fritos, and many more to local stores including gas stations, dollar stores, and large grocery stores. As a Route Sales Representative, you drive a FritoLay truck to different stores, work independently to unload orders, merchandise product, and partner with store managers to increase sales, order, and maintain records throughout the day.
Outside Sales Representative - Ventura/Oxnard/Camarillo, CA UniFirst CorpOutside Sales Representative - Ventura/Oxnard/Camarillo, CACA$62,000–$120,000 / yearCompetitive base salary + monthly uncapped commissions and quarterly bonuses - Total 1st year compensation (including commission) can range from $62,000-120,000. At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.
Patient Account Representative Cottage HealthPatient Account RepresentativeGoleta, CAFull timeA PAR will need to effectively perform (as applicable) charge reviews, retro-reviews, work account/claim edits in Cottage's EHR and follow-up on claim submission, remittance review for insurance collections, pursue disputed balances and resolve credit balances from both government and non-government entities. The PAR interfaces with internal revenue cycle departments and external payer organizations including Health Information Management, Case Management, review organizations, access/registration areas, and clinical departments.
Insurance Account Representative - State Farm Agent Team Member Armen Keshmeshian - State Farm AgentInsurance Account Representative - State Farm Agent Team MemberVentura, CADevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Call Center Representative I/II/III - Bilingual Required County of VenturaCall Center Representative I/II/III - Bilingual RequiredVentura, CA$47,840–$75,064.07 / yearDuties may include but are not limited to the following: Greets patients on the phone; determines how incoming calls should be routed; directs people to appropriate locations, service, or information sources; answers routine questions; explains routine procedures, processes, or departmental activities; schedules appointments; obtains factual information to create or update files and charts; assures federal and state confidentiality measures are followed; (MOA II: refers clients/patients to appropriate resources); Compiles routine reports, records, and charts by extracting and/or tabulating information from a variety of sources such as files, reports, notes, logs, correspondence, and/or verbal instruction; (MOA II/III: identifies variations in data); Reviews and manages patient schedules to anticipate for missed opportunities, scheduling errors, registration form updates, insurance eligibility, and co-payments; Handles high volume of patients phone calls, internal/externals customers, and frequent changes, delay or unexpected events; Communicates with patient care team to ensure that patient care needs are addressed; Accurately enters and updates demographic and payer data in practice management system (i.e. Cerner); Verifies coverage and payer eligibility, which may include programs, private insurances, and Medi-Cal. Working to thorough ability to: perform and coordinate difficult and responsible clerical work with little or no direct supervision; set-up and maintain records and filing systems; extract information from a variety of sources; operate a variety of automated office equipment; accurately perform and proof the transfer of information from one document to another, comparing the data from two or more sources for accuracy and completeness; perform basic arithmetic calculations; establish and maintain cooperative working relationships; and understand, follow, and convey written and verbal information/instructions.
Outside Sales Representative AFA American Fidelity Assurance CompanyOutside Sales RepresentativeVentura, Californiap>Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.
Service Representative-Ambulatory Services Kaiser PermanenteService Representative-Ambulatory ServicesVentura, CADetermines and collects appropriate payments for services and products (where applicable) rendered as required per health plan coverage and the established fee schedule; informs member of account balance information; collects and documents in the computer system receipt of a variety of financial and non-financial forms and reviews with members as appropriate; directs patients to waiting areas. • Provides reception for designated area(s); verifies patients visit with pre-established appointment scheduling; registers patients; verifies and selects appropriate insurance coverage, including confirmation of alternate insurance, and assists members at designated KP interactive and emerging technologies and on all Kaiser Permanente-sponsored electronic devices and technologies.
Field Customer Care Representative Lennar CorpField Customer Care RepresentativeVentura, CA$36.12–$41 / hourLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Physical & Office/Site Presence Requirements: This role includes regular homesite visits and requires the ability to walk uneven terrain, bend, stoop, lift up to 25 lbs., and use mobile technology in the field.
Service Representative II Citizens Business BankService Representative IIOxnard, CAResponsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercial loan payments; money order and check sales; traveler's checks processing; and foreign currency exchange. High school diploma or general education degree (GED); and a minimum of six months experience as a service representative in a financial institution; or six months experience with cash handling and customer service.
J.P. Morgan Advisors - Senior Client Associate - Santa Barbara, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Santa Barbara, CASanta Barbara, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.