Financial Representative jobs in San Diego, CA

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San Diego Financial Representative
• Keep in touch with clients to ensure that they have the right products for their current needs Collaborate with others in developing presentations...
Desired Experience: Marketing
Financial Services Representative (FSR)
Actively cross-sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or...
Desired Experience: Time Management, Microsoft Office
Financial Advisor
Northwestern Mutual - San Diego
La Jolla, CA
You'll partner with clients by creating personalized financial plans built on their unique needs and desires.
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Financial Sales Representative
Our Financial Representatives provide solutions to prospective and current clients within their communities, helping meet multiple financial goals, with a...
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Current Customer CSR

USA Administrative Resources
San Diego, CA
$14 - $16 an hour
This role will be reaching out to currentclients by phone and email to see how the system they purchased is being used, if there are any problems, and how...
Desired Experience: Call Center, Customer Service
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WIC PROGRAM REPRESENTATIVE

San Diego, CA
The WIC Program Representative provides WIC administrative and customer support services to perinatal women, and the parents, legal guardians, and caregivers...

PATIENT SERVICE REPRESENTATIVE - OUTPATIENT INTERNAL MEDICIN...

San Diego, CA
Effectively manages the patient check-in and check-out process from start to finish, which includes identification verification; updating or confirming...
Desired Experience: ICD-10, Medical Terminology, DRG, Customer Service, CPT Coding, ICD-9

PATIENT SERVICE REPRESENTATIVE - OUTPATIENT FAMILY PRACTICE

San Diego, CA +1 location
Effectively manages the patient check-in and check-out process from start to finish, which includes identification verification; updating or confirming...
Desired Experience: ICD-10, Medical Terminology, DRG, Customer Service, CPT Coding, ICD-9

Patient Services Representative - Financial Specialist

La Jolla, CA 92037
\*Assists front office staff, receptionist and/or financial coordinator as needed \*Tracks patient accounts receivables and outstanding balances
Desired Experience: Customer Service
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Customer Service Representative I or II (R0005651)

San Diego, CA
Provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the...
Desired Experience: Customer Service

Customer Service Representative

San Diego, CA 92103
$11.50 - $12.00 an hour
Responsible for assisting customers with personal financial transactions and services - including, but not limited to - check cashing; processing loans...
Desired Experience: Cash Handling, Call Center, Customer Service
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Dental Patient Services Representative

San Diego, CA 92103
$14.00 - $15.50 an hour
You should be comfortable undertaking a variety of activities in the office, including operating a multi-line telephone system to answer incoming calls...
Desired Experience: Front Desk
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Teller/Member Services Representative I/II- Scripps Poway

San Diego, CA
Our Member Services Representatives play a key role in representing the California Credit Union brand by providing exceptional service while performing...
Desired Experience: Cash Handling, Customer Service

Technical Support /Customer Service Representative

Semacon Business Machines, Inc.
San Diego, CA
$12 - $16 an hour
The Technical Support/ Customer Service Representative will be responsible for answering incoming calls, taking accurate messages, making outbound non-sales...
Desired Experience: Time Management, Technical Support, Customer Service, Microsoft Office
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Personal Financial Representative
Telemarketing campaigns designed to generate immediate sales leads, qualify prospects and set up appointments
Desired Experience: FINRA License, CFP
Senior Financial Services Representative (Sr. FSR)
Actively cross-sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or...
Desired Experience: Supervising Experience, Microsoft Office
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