Financial Services Specialist jobs in Daly City, CA

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Portfolio Administrator
Aspiriant - San Francisco, CA
Minimum of three years of experience working in financial services and/or investment management. We are always looking to add STAR Client Services Specialists...
Relationship Banker - San Mateo, Foster City, San Carlos
JP Morgan Chase - 13,224 reviews - San Mateo, CA 94402
Financial services sales, or. You’ll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful...
Client Relations Specialist
Curran & Lewis Investment Mngt. Inc - Redwood City, CA 94065
$55,000 - $70,000 a year
With overall responsibility for excellent customer service and the efficient interaction of clients and advisors, the Client Relationship Specialist must be...
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Investor Services Specialist

Lending Club - 27 reviews - San Francisco, CA 94105 (Financial District area)
Job Profile – Investor Services Specialist. Knowledge of financial products and terminology. Lending Club (NYSE:....

Card Services Specialist

First Republic Bank - 66 reviews - San Francisco, CA
We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency....

Business Controls Specialist I

PennyMac Loan Services, LLC - 17 reviews - Westlake, CA
Financial Services and, if possible, mortgage industry experience preferred. This role is responsible for administrating change management functions for both...

Student Services Specialist

Stanford University - 300 reviews - Stanford, CA 94305
Student Services Specialist. The Student Services Specialist (SSS) provides operational and administrative support for Residential Programs....

Relationship Banker - SERRAMONTE PLAZA

Bank of America - 16,422 reviews - Daly City, CA 94015  +8 locations
Refer opportunities to appropriate specialist. Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the...

Client Relations Specialist

Curran & Lewis Investment Mngt. Inc - Redwood City, CA 94065
$55,000 - $70,000 a year
With overall responsibility for excellent customer service and the efficient interaction of clients and advisors, the Client Relationship Specialist must be...
Easily apply

Retirement (DCIO) Wholesaler

Legg Mason - 15 reviews - San Francisco, CA
Minimum 6 to 8 years of financial services sales related experience; Conducting meetings with, and provide marketing and seminar support for, alliance marketing...

Facilities/Financial Specialist

Stanford University - 300 reviews - Stanford, CA 94305
The Facilities/Financial Specialist – HEPL. Position will have financial responsibilities, including making purchases,....

EFD Customer Service Spec

BNP Paribas - 1,345 reviews - San Francisco, CA 94111 (Financial District area)
EFD Customer Service Specialist. Maintains working knowledge of products, and/or services. Bank of the West offers the stability of a company that has a 135...

Client Specialist - Registered (San Francisco, CA)

Robert W. Baird - 29 reviews - San Francisco, CA
As a Registered Client Specialist you will:. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those...
Student Support Specialist - STEM Core
Growth Sector at Skyline College - San Bruno, CA
$57,000 a year
STEM Core Student Support Specialist at Skyline College (San Bruno, CA). Preferred work experience includes student services, college/university/nonprofit...
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Lead Teller – Operations Specialist Trainee - San Francisco...
JP Morgan Chase - 13,224 reviews - San Francisco, CA 94105
A Lead Teller - Operations Specialist Trainee is responsible for completing the Lead Teller - Operations Specialist Trainee Program (60 days) and learning the...

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