Financial Services Specialist jobs in California

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Financial Retirement Specalist
GLP & Associates - Long Beach, CA
$70,000 a year
GLP & Associates is a financial services company established in 1969. GLP specializes in taking individuals with no financial services background and...
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Client Relationship Specialist - San Diego, CA
Charles Schwab - 447 reviews - San Diego, CA 92102
Our Client Service Specialist Incentive Compensation program rewards client retention, excellent client service and profitable revenue growth....
Relationship Banker - Elk Grove, CA (area) CNM
Financial services sales, or. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful...

BAMPFA Visitor Services Specialist

University of California Berkeley - 112 reviews - Berkeley, CA
$19.25 an hour
The Visitor Services Specialist is responsible for frontline services at the BAMPFA admissions desk and store and creates and supports marketing strategy for...

Operations Specialist

XTRA Lease - A Berkshire Hathaway Company - Fontana, CA 92337  +1 location
Then once you’re trained (typically 12 - 18 months), you’re eligible for a promotion to Operations Manager, in charge of customer service and vendor management...
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BSA Specialist I - Client Intelligence Unit

MUFG - Brea, CA
This position typically serves as an entry level BSA Specialist. Maintain ability to provide customer service, keep irate clients calm and discuss sensitive...

Small Business Specialist

US Bank - 3,034 reviews - Napa, CA
One to three years of outside sales and customer service experience in the financial services industry. Customer Service, B2B:....
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Treasury Management Services Specialist II, Analyst - Transa...

MUFG - Monterey Park, CA
Treasury Management Services Specialist II, Analyst - Transaction Banking. Capture customer service issues in the Bank's tracking systems....

Manager, Career & College Access Pathways

College of the Desert - 20 reviews - Palm Desert, CA
$74,531 - $107,932 a year
Provide and coordinate support services; Develop and monitor budgets and maximize financial resources. Develop and implement services, strategies, projects,...

SOX Specialist

Five9, Inc. - San Ramon, CA 94583
The ideal candidate will have a versatile background in financial services with a strong focus in financial audit work, preferably with a Big 4....
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Recovery Specialist

Medpoint Management - 12 reviews - Woodland Hills, CA
Contracts, plans, financial risk. Claims, A/R, IT, Provider services, eligibility, and others for claims and overpayment information....
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U.S. Trust: Private Client Associate - Walnut Creek or Palo...

Bank of America - 14,515 reviews - Palo Alto, CA  +1 location
Trust capabilities and services to clients with complex financial needs. Clients are served by teams of experienced advisors offering a range of financial...

Insurance Plan Specialist

Conifer - 350 reviews - Anaheim, CA
Conifer Health Solutions is a leading healthcare business process management services provider working to improve operational performance for more than 600...
Estate Planning Specialist-Southern CA
F) financial services. The Estate Planning Specialist (EPS) acts as the primary resource for trust and estate planning services at Fidelity Investments....
Loan Servicing Specialist
LendingHome - San Francisco, CA
Loan Servicing Specialist. LendingHome is taking on a huge problem and growing rapidly towards becoming the next great financial services brand powered by the...
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