Financial Services Specialist jobs in Redwood City, CA

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Financial Advsior
Northwestern Mutual - Silicon Valley, CA - Redwood Shores, CA
The Financial Advisor Opportunity*. Access to knowledgeable groups of Financial Advisors and specialists to assist you in sales objectives....
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Sponsored by Northwestern Mutual - Silicon Valley, CA  - 25 days ago
Retirement Specialist
Nationwide Mutual Insurance Company 799 reviews - California
Three years of related experience in financial, sales or educational services functions. Reports to Retirement Services Program Director ¿ Non Standard....
Sponsored by Nationwide Mutual Insurance Company  - 30+ days ago
Financial Advisor
Northwestern Mutual - San Francisco, CA
The Financial Advisor Opportunity*. Access to knowledgeable groups of Financial Advisors and specialists to assist you in sales objectives....
Easily apply
Sponsored by Northwestern Mutual  - 27 days ago

Housing Specialist, AIDS Services - Full time

The Health Trust - San Jose, CA
The Housing Specialist will be assisting clients with housing search services and advocating to establish a network of landlords willing to work with the...

PMO Specialist

Accenture 3,204 reviews - San Jose, CA
Years in a financial analysis experience. Screen financial reports to ensure alignment with goals and targets....

Residential Lending Equity Specialist

Stanford Federal Credit Union 2 reviews - Palo Alto, CA 94303(Duveneck-Saint Francis area)
Strong desire to meet and exceed member service level expectations. Working knowledge and comprehension of financial mathematical skills and ability to perform...

Loan Service Specialist II- Loss Mitigation Services

Fremont Bank 54 reviews - Hayward, CA
The Loan Service Specialist II – Loss Mitigation is responsible for processing and managing a pipeline of Loss Mitigation files....

Senior Client Services Specialist - National Account Manager

Cigna 925 reviews - San Francisco, CA
Senior Client Services Specialist - National Account Manager. Strategic and financial savvy; Maintains market/competitive knowledge on service trends and...

Financial Counselor

Strategy and Management Services, Inc. (SAMS) - Mountain View, CA
Conduct financial literacy awareness campaigns on complex financial issues such as foreclosures, evictions, garnishments, repossessions....

Central Operations Specialist I

Technology Credit Union 13 reviews - San Jose, CA
Possess 1-3 years' experience in a financial institution, including exposure to client services, cash handling, and/or accounting....

Portfolio Counselor

Osborne Partners Capital Management - Menlo Park, CA
Act as liaison between our clients, Portfolio Managers and Client Service Specialists. CERTIFIED FINANCIAL PLANNER™ designation required....
Easily apply

GTS Trade Officer, II

BNP Paribas 431 reviews - San Francisco, CA
Sound understanding of accounting principles and financial statement analysis. Identification of sales opportunities for Global Trade Officers III or the GTS...

Sales Customer Service Spec

FedEx Office 486 reviews - San Jose, CA 95131(North Valley area)
The Sales Customer Service Specialist (SCSS) is a customer-focused position responsible for customer satisfaction by providing responsive service that enhances...
Client Services Manager/HealthCare - San Francisco
BeneStream - San Francisco Bay Area, CA
Customer Service, Managerial, Health Care:. 1 year of managerial experience (customer service). Simulate expected financial metrics to guide implementation...
Easily apply
Sponsored by BeneStream  - 26 days ago
Asset Transfer Specialist
Sungevity 12 reviews - Oakland, CA
Customer Service, Sales and Project Management. Served by BART, Amtrak and Ferry Service. Review documents for consistency and accuracy, ensuring Sungevity’s...
Sponsored by Sungevity  - 12 days ago

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