Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
NewChief Financial Officer JobotChief Financial OfficerSan Jose, CA$250,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is an exceptional opportunity for a seasoned financial executive with operational experience and a proven track record of creative problem-solving to join a dynamic, high-growth company in the construction industry.
Marketing Specialist MONTERRA CREDIT UNIONMarketing SpecialistRedwood City, CA$33–$39 / hourThe Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.
Digital Marketing Lead MONTERRA CREDIT UNIONDigital Marketing LeadRedwood City, CA$40–$45 / hourOwn and lead the end‑to‑end digital marketing strategy across all owned digital channels, including digital and social media platforms, SEO, the public website, email, text messaging, online banking, and the mobile app, while also supporting digital media optimization in collaboration with marketing leadership and agency partner. As a key member of Monterra Credit Union’s Marketing team, the Digital Marketing Lead owns and drives the end-to-end digital marketing strategy to accelerate member acquisition, product adoption, engagement, and retention across deposit, loan, and ancillary products and services.
NewSr. Product Manager, Global Token Services Visa Technology and Operations LLCSr. Product Manager, Global Token ServicesFoster City, CA$169,100–$270,800 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewLitigation Associate Attorney JobotLitigation Associate AttorneySan Jose, CA$190,000–$235,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Primary Care Physician (Financial District Sutter) - Sign-On Bonus Available One MedicalPrimary Care Physician (Financial District Sutter) - Sign-On Bonus AvailableSan Francisco, CA$308,700–$369,000 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Processor Sparks GroupProcessorOakland, CARemoteJob Summary/Company : Sparks Group has partnered with a growing financial services organization seeking a bilingual (English/Spanish) Loan Processor to join its Lending Operations team in a fully remote capacity. Working closely with underwriting teams, customers, and third-party partners, this individual will ensure applications are accurately completed, documented, and moved efficiently through the lending process.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Jose, CA$27–$31 / hourPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Financial Services Associate - Atlanta Recruiting From ScratchFinancial Services Associate - AtlantaSan Francisco, CaliforniaWith a strong commitment to understanding and advocating for clients' ideas and aspirations, this firm has grown into one of the largest in the Southeast, boasting a team of over 400 professionals across various practice areas. Collaborate with finance groups, including securitization, renewable energy project finance, and real estate finance teams.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CA$179,850–$340,970 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesCA$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Sales Executive - Associate Director, San Francisco (Financial Services and BCM) Ernst & Young Global LtdSales Executive - Associate Director, San Francisco (Financial Services and BCM)San Francisco, CA$237,180–$272,820 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. The Sales & Strategic Pursuits Organization shapes and drives an integrated growth strategy across EYs most strategic accounts, industry sectors, solutions, and services, while demonstrating and achieving market leadership through a client centric culture.
Client Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Assurance Senior Associate [Financial Services Group] CohnReznick LLPAssurance Senior Associate [Financial Services Group]San Jose, CA$75,000–$120,000 / yearLocated in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening.
Director, Patient Financial Services - Patient Accounting - FT - M-F 8AM Washington Hospital Healthcare SystemDirector, Patient Financial Services - Patient Accounting - FT - M-F 8AMFremont, CA$79.80–$111.72 / hourDemonstrates ability to successfully perform duties through knowledge of patient and third party billing, Strong leadership, managerial and interpersonal skills, Computer skills/competency in EHR, preferably EPIC, electronic billing and follow-up systems in all areas of responsibility. Certifications:Desired: Certification of "Manager of Patient Accounts" from the Healthcare Financial Management Association (HFMA).Experience: Recent 5 to 7 years of Management in a hospital setting of which 2-3 years should be in the position of a director.
Accounting and CFO Advisory Services Senior Associate Frank Rimerman and Co LLPAccounting and CFO Advisory Services Senior AssociateSan Jose, California$100,000–$120,000 / yearFull timeOverview: Our Accounting and CFO Advisory Services (ACFO) department provides part time accounting, controller and chief financial officer services to start up companies and growing, established companies in the Bay Area. This role can be based out of the Bay Area or San Diego area with a regular in-office presense in our San Francisco, San Jose or San Diego office.
Executive Search Senior Associate, Financial Services Heidrick & Struggles International IncExecutive Search Senior Associate, Financial ServicesSan Francisco, CAThe search process includes working with clients to develop position specifications; interviewing, and assessing prospective candidates and building a pipeline of qualified candidates for active searches meeting the client's requirements; developing the candidate relationship; and candidate referencing. Working closely with our expert Search Partners & Principals (Consultants), Senior Associates build upon their existing professional skills in a hands-on environment and continue to receive world class mentorship and professional development in an apprenticeship-style method.
Financial Services Compliance Lead Gusto IncFinancial Services Compliance LeadSan Francisco, CA$148,085–$182,638 / yearAt Gusto, Legal & Compliance operates as an AI native team, and you''ll help shape how AI enabled compliance workflows support smarter monitoring, stronger controls, faster regulatory change management, and more proactive risk identification, always with appropriate human in the loop controls for accuracy and accountability. Here's what you'll do day-to-day: Serve as a strategic compliance partner to Product, Engineering, and business stakeholders on financial services regulations across lending, embedded finance, deposit products, payments, and money movement, covering launches, partnerships, product changes, and marketing collateral.
Vice President, Native American Financial Services KeyCorpVice President, Native American Financial ServicesSan Francisco, CA$128,000–$268,000 / yearLeading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSunnyvale, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Senior Financial Services Specialist(General Services Agency) Alameda CountySenior Financial Services Specialist(General Services Agency)Oakland, CAUnder direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Alameda County General Services Agency (GSA) delivers a host of logistical support services to County agencies and partners from maintenance of facilities and County fleet to energy and environmental management services, capital project management, procurement services, and clean commute and recycling programs.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Specialist II(General Services Agency) Alameda CountyFinancial Services Specialist II(General Services Agency)Oakland, CAUnder direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.
Senior Product Marketing Manager - Financial Services NVIDIA CorpSenior Product Marketing Manager - Financial ServicesSanta Clara, CAHigh-Stakes Storytelling: Identify "big-picture" success stories within the ecosystem and serve as a lead writer for various audiences, crafting blogs, technical deep-dives, and pitches that help our teams drive both demand and earned media. Enhance Sales and Partner Enablement: Combine our updated strategies and FSI messaging to develop new partner assets (i.e. solution briefs, success stories, and training) to help them become more effective demand generation partners, rather than fulfillment channels.
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociateCARemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
Salesforce Financial Services Cloud ( FSC) SME / Architect Tech Mahindra LtdSalesforce Financial Services Cloud ( FSC) SME / ArchitectCADesign scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of salesforce like Data Cloud, Agentforce, and others as needed. This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms.
NewManager, Solutions Architecture - Financial Services Capital Markets NVIDIA CorpManager, Solutions Architecture - Financial Services Capital MarketsSanta Clara, CA8+ overall years of experience in one or more diverse areas such as systems architecture (Clusters, Kubernetes, Slurm, Spark, Storage, Networking, DGX platform, DGX Cloud, AWS, GCP, ODI, Azure), development (C/C++, Python, Jupyter Labs), model training (Pytorch, Jax, Tensorflow, XGBoost, Transformers, GenAI, back-testing), or Graph Neural Networks. With outstanding innovation driven by incredible technology and outstanding people, NVIDIA is looking for a strong Financial Services SA leader to join us in an exciting role that will help craft the finance industry's future.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196San Francisco, CAMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Strategist, Agent Development - Financial Services Sierra Technologies IncStrategist, Agent Development - Financial ServicesCAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Example successful candidates include: Engagement Managers from leading management consulting firms Product Managers who have interfaced with customers when developing and launching new products or features, especially those involving many streams of effort.
Director, Solutions Development Financial Services Jones Lang LaSalle IncDirector, Solutions Development Financial ServicesSan Francisco, CARemoteLead the creation of comprehensive outsourcing solutions for prospective Financial Services clients, encompassing organizational design, savings identification, technology integration, service delivery frameworks, and value proposition development. The Solution Manager serves as the strategic architect for Financial Services outsourcing proposals, combining deep operational expertise with commercial acumen to create compelling, competitive client solutions.
Enterprise Account Executive Financial Services Scale AI IncEnterprise Account Executive Financial ServicesCA$200,000–$230,000 / yearThis role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact.
Software Engineer, Agent - Financial Services Sierra Technologies IncSoftware Engineer, Agent - Financial ServicesSan Francisco, CAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. These are some examples of projects that engineers on our team have worked on recently: Design and build AI agents for large telecommunications and media companies that consistently outperform human agents in managing subscription churn.
Solutions Engineer, Financial Services OpenAI LLCSolutions Engineer, Financial ServicesSan Francisco, CAFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In this role, you will: • Deliver an exceptional pre-sales customer experience for large Financial Services prospects and customers by providing technical expertise, outlining the value proposition, and answering product, API, and LLM-related questions.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerSilicon Valley, CA$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesCA$85,000–$150,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerMountain View, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Technology Strategy Manager/Sr Manager, Financial Services Accenture PlcTechnology Strategy Manager/Sr Manager, Financial ServicesSan Francisco, CAKnown for our ability to execute at speed, we help our clients disrupt their markets through creating strategies that capabilities in operating model, enterprise architecture, and emerging technologies such as GenAI, rethinking business models for growth, efficiency, and customer satisfaction. • Build strong relationships with senior clients that go beyond the workplace, including beginning to develop C-suite relationships; drive a spirit of collaboration and teaming with client while serving as a true trusted advisor.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesSan Francisco, CAData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Strategy& Financial Services - AWM Consulting Manager PricewaterhouseCoopers LLPStrategy& Financial Services - AWM Consulting ManagerCA$99,000–$232,000 / yearIn this role, you will analyze client needs and provide consulting services across different strategic areas, offering guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Senior Product Manager, Financial Services Cloud Salesforce IncSenior Product Manager, Financial Services CloudSan Francisco, CA$172,500–$260,100 / yearDeeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeLivermore, CA$22–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
Financial Services Specialist, Collections Tesla IncFinancial Services Specialist, CollectionsHayward, CAAs a Financial Services Specialist you will help manage Teslas North American captive vehicle leasing vehicle loan and energy loan portfolio. Pay offered may vary depending on multiple individualized factors including market location job-related knowledge skills and experience.
NewFinancial Services Analyst 2 UCSF Medical CenterFinancial Services Analyst 2San Francisco, CAAnalyze funding status reports to be able to: assist PI with planning for future spending (new hires, equipment, etc.); identify possible funding issues in advance and suggest possible solutions; assist PI, CAO and Department Chair with decisions regarding salary, staffing, equipment, etc. The Department includes 15 faculty members with primary full-time appointments, 15 faculty with joint appointments, and about 150 postdoctoral fellows and students engaged in research that covers questions in cell biology, developmental biology and the neurosciences.
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.