Financial Services Specialist jobs in Union City, CA

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Client Services Specialist
Growing Financial Advisory Business - Walnut Creek, CA
We need a Client Services Manager who can deliver superior client-focused service. We are a growing financial planning firm located in Walnut Creek, CA....
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Asset Resolution Specialist
LendingHome - San Francisco, CA
Asset Resolution Specialist. LendingHome is taking on a huge problem and growing rapidly towards becoming the next great financial services brand powered by the...
IRA/HSA Specialist
1 year financial customer service experience. Provide prompt, courteous, accurate member/staff service. Complete departments IRA and HSA Help Desk Tickets...

Financial Services Telemarketing Specialist

Ameritas Independent Agencies - San Jose, CA
We are a very busy Insurance and Financial Services agency, who is currently looking for a part-time Telemarketing Specialist to join our team in San Jose,...
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Enabling Services Specialist –MAT

Tri-City Health Center - 16 reviews - Fremont, CA
Excellent customer service and client services philosophy in all interactions. Provide eligibility assistance and financial counseling....

Personal Banker - Financial Services Specialist

SafeAmerica Credit Union - Walnut Creek, CA
The Financial Services Specialist is responsible for developing business, and building strong advisory relationships with members, resolving member issues,...
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Card Services Specialist

Sea West Coast Guard Federal Credit Union - Oakland, CA 94605 (Golf Links area)
$55,000 a year
The Card Services Specialist provides quality service to account holders in responding to inquiries, resolving problems, and processing financial transactions....
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Financial Advisor- Retirement and Investments

Bank of the West - 466 reviews - Santa Clara, CA
Provides outstanding customer service by following up on any client service request. Creates financial plans for customers....

Wealth Management Private Banker

Fremont Bank - 69 reviews - Fremont, CA  +1 location
Experience in understanding the financial needs of all types of clients Strong relationship building capabilities with Financial Advisors, Branch Managers,...

Client Onboard Specialist (Financial Services) - 000954

OUTSOURCE Consulting Services, Inc. - Santa Clara, CA
Prior financial services or operations experience. Proactively collaborate with Client Service, Relationship, Operations and Risk and Compliance teams....

Billing Specialist (CA)

Lowenstein Sandler LLP - 3 reviews - Palo Alto, CA 94301 (Professorville area)
Lowenstein Sandler Law Firm is expanding, has a collaborative culture that encourages initiative and provides outstanding client service at all times....
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Staff Services Specialist/Fiscal

Peralta Community College District - 11 reviews - Oakland, CA
$4,289 - $4,737 a month
Staff Services Specialist/Fiscal. Performs financial and statistical research studies as assigned. Under the direction of the College Business Services Manager,...

Client Operations Specialist

FutureAdvisor - San Francisco, CA 94105 (Financial District area)
Financial service experience is a plus but we will train the right candidate interested in learning investing and key financial concepts....
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Client Relationship Specialist - San Francisco/Peninsula Reg...
Charles Schwab - 391 reviews - San Francisco, CA
Charles Schwab - Investor Services. Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation....
Payroll Specialist
ARYZTA - 154 reviews - San Leandro, CA
The Payroll Specialist administers timely and accurate financial information, participating in daily data-entry payroll processing, and providing excellent...

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