Client Services Manager III Chumash EnterprisesClient Services Manager IIISanta Ynez, CaliforniaFull timeMaintains successful working relationships with the client portfolio; leads consistent client meetings to maintain an understanding of their needs and communicates project updates; provides strategic marketing insights. Overview: The Client Services Manager III is the client portfolio lead responsible for complex client relationships and long-term client success.
Client Services Manager III The Chumash Casino ResortClient Services Manager IIICAMaintains successful working relationships with the client portfolio; leads consistent client meetings to maintain an understanding of their needs and communicates project updates; provides strategic marketing insights. Conducts regular property walk-throughs, assessing and understanding business operation, brand presence and guest experience; routinely audits and reports on marketing collateral in use.
Client Services Specialist Cbre ValuationClient Services SpecialistOxnard, CACBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
Client Services Representative PDL Cottage HealthClient Services Representative PDLGoleta, CAFull timeOur health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system. Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Director, Client Services - Property & Casualty Alera GroupDirector, Client Services - Property & CasualtyOxnard, CaliforniaThis role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams]. Operational ExcellenceLead, mentor, and develop high-performing client service teams, including Account Managers, Account Executives, and support staff.
Veterinary Receptionist / Client Service Representative Ohana Pet HospitalVeterinary Receptionist / Client Service RepresentativeVentura, CA$20–$23 / hourIn 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.
NewExperienced Veterinary Receptionist / Client Service Representative Ohana Pet HospitalExperienced Veterinary Receptionist / Client Service RepresentativeVentura, CA$20–$23 / hourIn this fast-paced role, you will create exceptional client experiences, build trust through compassionate service, manage appointments and daily patient flow, handle multi-line phones and in-person interactions, process transactions, and support clients with essential information about our services. With 15 exceptional doctors and a dedicated support team, we specialize in compassionate, high-quality medical, surgical, dental, and wellness care for dogs, cats, rabbits, rodents, and select reptiles.
Senior Client Service Associate (Santa Barbara, CA) Raymond James Financial IncSenior Client Service Associate (Santa Barbara, CA)Santa Barbara, CA$55,000–$75,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Service Representative VCA IncClient Service RepresentativeCA$18–$25 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Service Representative Ethos Veterinary HealthClient Service RepresentativeSanta Barbara, CaliforniaYou will be instrumental in welcoming clients scheduling and confirming appointments, screening client phone calls, maintaining detailed and accurate client records, admitting, and discharging patients, filing, receiving, and posting payments, addressing client concerns -and you will be a part of a team dedicated to providing the most compassionate care to pet families. At Advanced Veterinary Specialists, our medical staff consists of board-certified specialists in surgery, oncology, internal medicine, cardiology, and dentistry in addition to a skilled and experienced group of emergency veterinarians.
NewVeterinary Receptionist / Client Service Representative Ohana Pet Hospital of Santa PaulaVeterinary Receptionist / Client Service RepresentativeSanta Paula, CA$20–$23 / hourIn 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.
NewCSC - Client Service Coordinator Banfield Pet HospitalCSC - Client Service CoordinatorCA$16.93–$21.63 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. 2 of 3 Last Revised: 08/20/2013 JP Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSanta Barbara, CAMSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team • Supporting the FAs / PWAs / teams marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team • Educating or enrolling clients in digital tools (e.g.
Client Service Associate RIA RecruitingClient Service AssociateVentura, CA$70,000–$110,000Experience with our systems/software is not required but please mention it if you have used: A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com. Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team.
Client Service Specialist NurseCoreClient Service SpecialistSanta Barbara, CaliforniaNurseCore is seeking a Client Service Specialist to support patient scheduling, staffing coordination, and daily branch operations in a fast-paced home care environment. Employment is contingent upon successful completion of a background check and drug screening, where permitted by applicable law.
NewYacht Services Manager, Fiduciary - Guernsey AP ExecutiveYacht Services Manager, Fiduciary - GuernseyOxnard, CAThe role-holder will provide supervision, oversight and co‑ordination of all yachting aspects for yacht‑owning SPVs, building good relationships with family offices, ship captains and UBOs. Our client is a Guernsey head‑quartered global financial services company specialising in private wealth, corporate administration and yacht services.
NewEvening Services Representative - Patterson Place Apartments, Santa Barbara, CA The Towbes GroupEvening Services Representative - Patterson Place Apartments, Santa Barbara, CASanta Barbara, CAThe Evening Services Representative (ESR) is a customer service role with the authority, responsibility, and accountability for walking and securing property facilities, posting notices, and assisting residents using community amenities during evening hours at a multifamily or senior-age apartment community. Responsible for walking and securing property facilities, posting notices, and assisting residents using community amenities, including: Conduct regular property walks throughout the community to ensure the safety of property facilities, amenities, and fixtures are in good operating condition.
NewEvening Services Representative - Pacific Oaks Apartments, Goleta, CA The Towbes GroupEvening Services Representative - Pacific Oaks Apartments, Goleta, CAGoleta, CAThe Evening Services Representative (ESR) is a customer service role with the authority, responsibility, and accountability for walking and securing property facilities, posting notices, and assisting residents using community amenities during evening hours at a multifamily or senior-age apartment community. Responsible for walking and securing property facilities, posting notices, and assisting residents using community amenities, including: Conduct regular property walks throughout the community to ensure the safety of property facilities, amenities, and fixtures are in good operating condition.
Center-Based - Associate Clinical Supervisor - ABA Services (BCBA Candidate Role) The Stepping Stones Group LLCCenter-Based - Associate Clinical Supervisor - ABA Services (BCBA Candidate Role)Santa Barbara, CA$26–$33 / hourProspect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St. ABA ServicesBehavioral/Autism SupportCorporate ServicesMental Health ServicesNursing/Support ServicesOther Teaching ServicesSchool Psychology ServicesSchools, Clinic & Community ServicesSpecial Education TeachingSpecial Education Teaching ServicesSupervision JobsTherapy Services.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesSanta Barbara, CARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Client Experience Trainer American Riviera BancorpClient Experience TrainerSanta Barbara, CAStays current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, requesting additional training as needed to be proficient in all job responsibilities; cooperates with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reports concerns about compliance to the Compliance Officer to enable prompt remediation. Key goals of the position are to prevent bifurcated delivery channels and preserve institutional knowledge, best practices, and core values; reduce exposure to operational, compliance, and reputational risks through structured training and documentation; and centralize retention and control of training records and assets, including decks, job aids, user guides, and employee reference materials used for training purposes.
NewFinancial Services Operations Supervisor Macpower Digital Assets Edge Private LimitedFinancial Services Operations SupervisorCarpinteria, CA$65,000–$73,000 / yearAs the ideal candidate, you should possess strong leadership skills, attention to detail, clear and professional communication, a commitment to accuracy, the ability to work effectively within a team, an in-depth knowledge of financial processes, and a positive attitude. 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.
Accounting Manager - CPA Firm - Client Bookkeeping Gables Search GroupAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
ER Client Patient Liaison Ethos Veterinary HealthER Client Patient LiaisonSanta Barbara, CAFull timeYou will serve as the primary contact for clients with pets in emergency care—providing real-time updates, supporting the intake and discharge process, and ensuring a smooth, empathetic experience during stressful moments. This is a non-clinical , client-facing role ideal for someone who excels in fast-paced environments and thrives on delivering compassionate, high-quality customer service.
Client Support Specialist American Riviera BancorpClient Support SpecialistSanta Barbara, CAThe Client Support Specialist is responsible for performing a full range of customer service-oriented telephone and e-mail support activities for customers and Bank personnel; handling incoming calls; providing immediate answers to basic questions regarding accounts; actively listening, troubleshooting and resolving customer questions or concerns; identifying to complete banking transactions, and to escalate unresolved customer issues to the appropriate manager/department. Complies with all bank policies and procedures and all applicable government regulations including, but not limited to [fill in based on job responsibilities] regulations, staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, requesting additional training as needed to be proficient in all job responsibilities; cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reporting concerns about compliance to the Compliance Officer to enable prompt remediation.
NewPrivate Client Advisor Columbia Banking System IncPrivate Client AdvisorSanta Barbara, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Guest Services Associate Lead, Ventura, CA National Health FoundationGuest Services Associate Lead, Ventura, CAVentura, CAWe are targeting Food Access, with an emphasis on increasing the availability of health and fresh foods in under-resourced communities, Housing, with a focus on providing shelter and care for individuals who have been released from the hospital, the Built Environment, prioritizing the removal of the barriers to health in the Historic South Los Angeles community, and Education, with a focus on risk prevention and support for pregnant and parenting teens to complete their education. The Guest Service Associate Lead (GSAL) will provide support and leadership while overseeing the day-to-day functions of the Guest Service team members on their assigned shift (Overnight) at our Ventura Facility.
NewAccounting Manager - CPA Firm - Client Bookkeeping KLA Industries Executive Search for Plastics & PackagingAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
NewAccounting Manager - CPA Firm - Client Bookkeeping ExcelliSearchAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
NewAccounting Manager - CPA Firm - Client Bookkeeping Accounting SearchAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
Medicare & Individual Medical Services Specialist Hub International LtdMedicare & Individual Medical Services SpecialistVentura, CA$22–$26 / hourMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The expected salary range for this position is $22-$26/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
NewDirector of Patient Care Services TARLANI HealthcareDirector of Patient Care ServicesVentura, CaliforniaIn the absence of the executive director / administrator, the clinical director will become the active executive director / administrator and will be vested with authority to act in behalf of the executive director. Tarlani Healthcare is a compassionate, patient-centered home health and hospice care provider committed to delivering high-quality, personalized services in the comfort of our clients’ homes.
NewDirector of Patient Care Services Millennium Healthcare ServicesDirector of Patient Care ServicesCamarillo, CaliforniaIn the absence of the executive director / administrator, the clinical director will become the active executive director / administrator and will be vested with authority to act in behalf of the executive director. Millennium Healthcare is a compassionate, patient-centered home health and hospice care provider committed to delivering high-quality, personalized services in the comfort of our clients’ homes.
Guest Services Associate (Overnight), Ventura, Ca National Health FoundationGuest Services Associate (Overnight), Ventura, CaVentura, CAWe are targeting Food Access, with an emphasis on increasing the availability of health and fresh foods in under-resourced communities, Housing, with a focus on providing shelter and care for individuals who have been released from the hospital, the Built Environment, prioritizing the removal of the barriers to health in the Historic South Los Angeles community, and Education, with a focus on risk prevention and support for pregnant and parenting teens to complete their education. Attend all meetings and training that are aligned with the role which includes shift hand off, and trainings such as, but not limited to; BLS, Crisis Prevention, Harm Reduction, Trauma Informed Care, DEI, etc.
Guest Services Associate, Ventura, Ca National Health FoundationGuest Services Associate, Ventura, CaVentura, CAWe are targeting Food Access, with an emphasis on increasing the availability of health and fresh foods in under-resourced communities, Housing, with a focus on providing shelter and care for individuals who have been released from the hospital, the Built Environment, prioritizing the removal of the barriers to health in the Historic South Los Angeles community, and Education, with a focus on risk prevention and support for pregnant and parenting teens to complete their education. Attend all meetings and training that are aligned with the role which includes shift hand off, and trainings such as, but not limited to; BLS, Crisis Prevention, Harm Reduction, Trauma Informed Care, DEI, etc.
NewAccounting Manager - CPA Firm - Client Bookkeeping Markent PersonnelAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
NewAccounting Manager - CPA Firm - Client Bookkeeping Executive Talent Management ConsultingAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
NewAccounting Manager - CPA Firm - Client Bookkeeping Crescent City Recruitment GroupAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
NewAccounting Manager - CPA Firm - Client Bookkeeping Joseph Michaels InternationalAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
Property Services Rep, CA Job 243.26 Dunn-Edwards CorpProperty Services Rep, CA Job 243.26Ventura, CA$72,000–$80,000 / yearStore and Outside Sales: Store and Outside Sales positions may have physical requirements that include, but are not limited to: (1) Lifting of items, such as sundries or containers of paint weighting from 5 to 65 pounds (2) Use of electronic equipment including, but not limited to computers, point of sale devices, communication devices (3) Driving a motor vehicle (4) Climbing ladders (5) Walking on uneven surfaces, e.g., active construction sites (6) Interactions with customers, both face-to-face and on the telephone (7) Interaction with customers relating to color (8) Standing for long periods of time (9) Use of a respirator. Regularly conducts sales, service, relationship and prospecting calls targeted at commercial and residential property management companies, community managers, home owner associations, hospitality and health care organizations, general contractors, property owners, and other third party specifiers responsible for the selection of paint manufacturers and products for the purpose of ensuring that Dunn-Edwards products are used on their projects.
NewDirector, Patient Care Services Alliance Health ServicesDirector, Patient Care ServicesOxnard, CaliforniaIn the absence of the executive director / administrator, the clinical director will become the active executive director / administrator and will be vested with authority to act in behalf of the executive director. Alliance Health Services is a compassionate, patient-centered home health and hospice care provider committed to delivering high-quality, personalized services in the comfort of our clients’ homes.
NewDirector of Patient Care Services (Home Health) Alliance Health ServicesDirector of Patient Care Services (Home Health)Oxnard, CaliforniaIn the absence of the executive director / administrator, the clinical director will become the active executive director / administrator and will be vested with authority to act in behalf of the executive director. Alliance Health Services is a compassionate, patient-centered home health and hospice care provider committed to delivering high-quality, personalized services in the comfort of our clients’ homes.
NewDirector of Patient Care Services Alliance Health ServicesDirector of Patient Care ServicesOxnard, CaliforniaIn the absence of the executive director / administrator, the clinical director will become the active executive director / administrator and will be vested with authority to act in behalf of the executive director. Alliance Health Services is a compassionate, patient-centered home health and hospice care provider committed to delivering high-quality, personalized services in the comfort of our clients’ homes.
Client Patient Liaison, Surgery Ethos Veterinary HealthClient Patient Liaison, SurgerySanta Barbara, CAFull timeOur state-of-the-art facility offers comprehensive services, including emergency care, internal medicine, surgery, oncology, and critical care, supported by a team of board-certified specialists and highly skilled veterinary professionals. Advanced Veterinary Specialists (AVS) in Santa Barbara is a premier 24-hour specialty and emergency veterinary hospital dedicated to providing exceptional care to pets in need.
NewClient Financial Advisor Sales Assistant Macpower Digital Assets Edge Private LimitedClient Financial Advisor Sales AssistantCarpinteria, CA$50,000–$57,000 / yearTasks vary at the discretion of the Advisor and include but are not limited to the following: New account paperwork (client IRA, client trust, client joint, Direct Business). Key Skills: Securities Industry Knowledge, Sales Administration, Financial Advisor Support, IRA, Trust, and Joint Account Handling, Death Claim Processing.
NewAccounting Manager - CPA Firm - Client Bookkeeping KB Search TeamAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
NewAccounting Manager - CPA Firm - Client Bookkeeping Vitruvian Consulting LlcAccounting Manager - CPA Firm - Client BookkeepingOxnard, CADemonstrated understanding of U.S GAAP and possess sufficient working knowledge of taxation matters including but not limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes. Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
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.
NewPrivate Client Advisor Columbia BankPrivate Client AdvisorSanta Barbara, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Social Services Assistant (TEMPORARY)-SC- Oxnard/Port Hueneme Corps. The Salvation Army USASocial Services Assistant (TEMPORARY)-SC- Oxnard/Port Hueneme Corps.Oxnard, CADuties include, but are not limited to: • Answering phones • Assisting office walk-ins • Providing food assistance • Emergency referrals • Utility and rental assistance when funds are available • Offering resources and referrals • Managing volunteers • Assisting with special campaigns and appeals such as Christmas, Back-to-School, Thanksgiving, Angel Tree, and other seasonal efforts. Support Corps Officers with program setup, seasonal events, and campaigns including Christmas, Thanksgiving, Back-to-School, Angel Tree, and other efforts.