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Client Associate jobs in United States, California, Santa Barbara

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Job title (1)
United States
California
Santa Barbara
39 jobs found
22.11.2025
BS

Boston Scientific Associate Director Program Management United States, California, Santa Clarita

Limitless High-tech career opportunities - Expoint
Coaching and developing project managers to ensure successful execution of New Product Development (NPD) programs. Building trusted, influential relationships with cross-functional stakeholders across all levels of the organization. Collaborating closely...
Description:

About the role:

The Neuromodulation PMO is seeking a strategic and collaborativeto lead product integration initiatives in partnership with cross-functional teams. In this role, you will provide leadership to a high-performing team of New Product Development (NPD) project managers, ensuring seamless execution of integration activities across the portfolio.

Your responsibilities will include:

● Coaching and developing project managers to ensure successful execution of New Product Development (NPD) programs.● Building trusted, influential relationships with cross-functional stakeholders across all levels of the organization.● Collaborating closely with Marketing, Finance, R&D, Clinical, Quality, Operations, and Regulatory to develop and execute strategic product integration plans that maintain our global leadership position.● Owning accountability for the cost, schedule, and performance of all integration products within the portfolio.● Contributing to PMO senior leadership initiatives, including resource allocation and capability development across the organization.● Applying project management expertise and strategic thinking to align integration activities with key business objectives.● Communicating clearly, credibly, and decisively to senior-level leadership within the division and broader matrix organization.● Ensuring compliance with relevant regulations and internal policies, including FDA, BSI, and EEO standards.

● Bringing previous product integration experience to guide planning and execution.

Required qualifications:
● Minimum of 8 years' broad, cross-functional experience in the medical device industry, including product development.● Demonstrated ability to influence without direct authority across a matrixed environment.● Proven experience navigating regulated environments while delivering business results.

● Bachelor’s degree.

Preferred qualifications:
● Willingness to relocate to Valencia, California, or ability to travel up to 25% of the time.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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18.11.2025
BOA

Bank Of America Financial Center Client Service Representative United States, California, Santa Rosa

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Description:

Job Description:

Job Description:

This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Drives the client experience

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.

• Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.

• Has a minimum of six months of experience offering solutions and services based on the client’s needs.

• In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• Six months of cash handling experience.

• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

• Active Listening

• Adaptability

• Attention to Detail

• Collaboration

• Customer and Client Focus

• Client Experience Branding

• Client Solutions Advisory

• Referral Identification

• Relationship Building

• Conflict Management

• Account Management

• Business Development

• Business Acumen

• Critical Thinking

• Emotional Intelligence

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

FDIC will always be included, add any other regulated background check components required for the specified job code posted.​

1st shift (United States of America)

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20.09.2025
BS

Boston Scientific Associate Director - R & United States, California, Santa Clarita

Limitless High-tech career opportunities - Expoint
Managing a team of PhD level scientists and engineers responsible for driving and executing complex neuromodulation research projects of the following types:. Computational modeling studiesCollaborative pre-clinical studiesExploratory clinical studies. Computational...
Description:

About the role:

In this role, the Associate Director will be leading exploratory R&D work developing next-generation platforms for Neuromodulation. Responsibilities will include managing a team of PhD-level scientists and engineers and working cross-functionally with colleagues in R&D, Marketing, Clinical, and PMO to drive innovation in devices for the treatment of neurological disorders, including Spinal Cord Stimulation and Deep Brain Stimulation.

Your responsibilities will include:

  • Managing a team of PhD level scientists and engineers responsible for driving and executing complex neuromodulation research projects of the following types:
    • Computational modeling studies
    • Collaborative pre-clinical studies
    • Exploratory clinical studies
  • Collaborate cross-functionally to develop a strategy and roadmap for the aforementioned studies, aligning research activities with business objectives
  • Lead the development and documentation of next-generation neurostimulation systems throughout exploratory and technology development phases
  • Serve as a subject matter expert on neuromodulation therapies to support product development and regulatory submissions
  • Build external collaborations with academic institutions or private partners as needed to answer scientific questions

Required qualifications:

  • Masters degree in neuromodulation, neuroscience, neuroengineering, biomedical engineering, or a related field and at least 10 years of professional experience in Research & Development, or a minimum of 7 years of R&D experience specifically within the medical device industry
  • 5+ years’ experience in a management role
  • Proven success in leading early-stage product development for medical devices, driving innovations from concept through feasibility
  • Extensive experience designing and executing pre-clinical and clinical research studies, ensuring compliance with regulatory and scientific standards
  • Skilled in customer-facing collaboration, engaging directly with physicians, scientists, and other technical/medical professionals to gather insights and build strong partnerships.
  • Ability to travel up to 25%

Preferred qualifications:

  • PhD in neuromodulation, neuroscience, neuroengineering, biomedical engineering, or a related field
  • Prior experience with neuromodulation devices, including design, testing, or clinical use
  • Track record of building and driving collaborations between industry and academia, including grant-writing and publications
  • Strong public speaking skills; ability to deliver presentations to scientific and medical professionals

Maximum Salary: $ 266000

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions: It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

Among other requirements, Boston Scientific maintains specific prohibited substance test requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a prohibited substance test as a requirement. The goal of the prohibited substance testing is to increase workplace safety in compliance with the applicable law.

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15.09.2025
BOA

Bank Of America FC Client Service Representative - Canyon Country Financial ... United States, California, Santa Clarita

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Educates...
Description:


This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This is not a sales position; however, job expectations include ensuring clients are quickly connected to the appropriate teammate to execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.


Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Drives the client experience
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Educates clients on conducting simple transactions through self-service technologies

Skills:

  • Active Listening
  • Adaptability
  • Attention to Detail
  • Collaboration
  • Customer and Client Focus
  • Client Experience Branding
  • Client Solutions Advisory
  • Conflict Management
  • Referral Identification
  • Relationship Building
  • Account Management
  • Business Acumen
  • Business Development
  • Critical Thinking
  • Emotional Intelligence

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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09.09.2025
BOA

Bank Of America Wealth Management Client Associate United States, California, Santa Clarita

Limitless High-tech career opportunities - Expoint
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Description:


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

1st shift (United States of America)

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These jobs might be a good fit

08.09.2025
BOA

Bank Of America Wealth Management Client Associate United States, California, Santa Barbara

Limitless High-tech career opportunities - Expoint
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Description:


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Desired Skills:

  • Displays advanced industry knowledge and understanding of investment products

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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08.09.2025
JPM

JPMorgan JP Morgan Wealth Management – Private Client United States, California, Santa Rosa

Limitless High-tech career opportunities - Expoint
Develop content for strategic meetings with clients regarding M&A or capital market transactions. Interact with senior team members and client management teams on a daily basis to execute transactions and...
Description:

Job Summary

As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.

Job Responsibilities

  • Develop content for strategic meetings with clients regarding M&A or capital market transactions
  • Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
  • Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
  • Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
  • Provide leadership, mentorship and supervision to Associates and Analysts
  • Participate in graduate recruiting

Required qualifications, capabilities, and skills

  • Prior work experience in an investment banking front office role.
  • A well-rounded academic background from a top tier educational institution.
  • Strong financial modelling skills
  • Understands transaction cycle and the steps in the process and is execution oriented.
  • Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
  • Self-directed, highly motivated, and able to work independently
Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Coaching and developing project managers to ensure successful execution of New Product Development (NPD) programs. Building trusted, influential relationships with cross-functional stakeholders across all levels of the organization. Collaborating closely...
Description:

About the role:

The Neuromodulation PMO is seeking a strategic and collaborativeto lead product integration initiatives in partnership with cross-functional teams. In this role, you will provide leadership to a high-performing team of New Product Development (NPD) project managers, ensuring seamless execution of integration activities across the portfolio.

Your responsibilities will include:

● Coaching and developing project managers to ensure successful execution of New Product Development (NPD) programs.● Building trusted, influential relationships with cross-functional stakeholders across all levels of the organization.● Collaborating closely with Marketing, Finance, R&D, Clinical, Quality, Operations, and Regulatory to develop and execute strategic product integration plans that maintain our global leadership position.● Owning accountability for the cost, schedule, and performance of all integration products within the portfolio.● Contributing to PMO senior leadership initiatives, including resource allocation and capability development across the organization.● Applying project management expertise and strategic thinking to align integration activities with key business objectives.● Communicating clearly, credibly, and decisively to senior-level leadership within the division and broader matrix organization.● Ensuring compliance with relevant regulations and internal policies, including FDA, BSI, and EEO standards.

● Bringing previous product integration experience to guide planning and execution.

Required qualifications:
● Minimum of 8 years' broad, cross-functional experience in the medical device industry, including product development.● Demonstrated ability to influence without direct authority across a matrixed environment.● Proven experience navigating regulated environments while delivering business results.

● Bachelor’s degree.

Preferred qualifications:
● Willingness to relocate to Valencia, California, or ability to travel up to 25% of the time.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Client Associate job opportunities in the United States, California, Santa Barbara area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.