Financial Services Specialist jobs in Mountain View, CA

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Financial Operations Specialist
McDonald Capital Investors, Inc. - Orinda, CA 94563
$55,000 - $85,000 a year
Financial Operations Specialist. Linda Udall is the chief compliance officer and client services director. Negotiable based on experience/qualifications, with...
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Branch Manager
Poppy Bank - Menlo Park, CA
Maintains an advanced knowledge of financial industry status and trends. Meets with customers to discuss needs or concerns and outlines appropriate Bank...
Personal Services Coordinator III - Substance Abuse Speciali...
Within 3 months of employment, ability to apply financial requirements for billing and learn billing codes....

Financial Services Specialist

San Mateo Credit Union - 14 reviews - Redwood City, CA
Estimated salary: $42,000 - $53,000 a year
Discounts on financial products and services, including loans! Must possess a broad knowledge of financial products and services;...

Financial Support Center Specialist

Stanford University - 385 reviews - Stanford, CA 94305
Financial Management Services (FMS). The Financial Support Center Specialist primary responsibilities are:. Maintain, reconcile, review, combine, and validate...

PD-RESIDENTIAL SERVICES SPECIALIST

Momentum for Mental Health - 12 reviews - Santa Clara County, CA
$24.33 an hour
Assist in budgeting and financial planning; Help clients keep track of and maintain eligibility for outpatient services;...

Client Relationship Specialist - Cupertino, CA

Charles Schwab - 706 reviews - Cupertino, CA 95015   +1 location
Charles Schwab - Investor Services. Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation....

CRISIS RESIDENTIAL SPECIALIST

Momentum for Mental Health - 12 reviews - San Jose, CA
$24.33 an hour
Assist in budgeting and financial planning; Help clients keep track of and maintain eligibility for outpatient services;...

PD CRISIS RESIDENTIAL SPECIALIST

Momentum for Mental Health - 12 reviews - San Jose, CA
$24.33 an hour
Assist in budgeting and financial planning; Help clients keep track of and maintain eligibility for outpatient services;...

Financial Specialist

Stanford Health Care - 266 reviews - Palo Alto, CA 94305   +1 location
Coordinates the preparation of operational and capital budgets, financial statements, statistical reports, financial analyses and other financial information;...

Client Service Representative

Bank of America - 19,155 reviews - Los Altos, CA 94024   +13 locations
A minimum of six months client service experience in financial services, retail sales or a goal-oriented environment....

Child and Family Specialist

STARS Behavioral Health Group - 18 reviews - San Jose, CA
Specialist I, Level 36:. The Child and Family Specialist provides a wide variety of services ranging from behavior management, behavior modification,...

Bank Operations Specialist

Akraya Inc. - 5 reviews - Menlo Park, CA
$32 - $35 an hour
Minimum 3 years consultative client services and operations in financial services, preferably assisting high net-worth clients....
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Housing Specialist, Full Time
The Health Trust - 4 reviews - San Jose, CA
The Housing Specialist will assist clients with housing search services and advocate to establish a network of landlords willing to work with the housing...
Proposal Specialist
WageWorks - 88 reviews - San Mateo, CA
Experience working for an employee benefits consulting, software, financial services, or business solutions company is strongly preferred....