Mortgage Banking Associate Attorney GpacMortgage Banking Associate AttorneyIrvine, CA140000–200000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. Defend financial institutions against lender liability claims, including allegations related to loan origination (TILA, RESPA), loan servicing (FDCPA, FCRA), and wrongful foreclosure.
Client Service Associate (Newport Beach, CA) Oppenheimer & Co. Inc.Client Service Associate (Newport Beach, CA)Newport Beach, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
New Accounts Representative eTeam Inc.New Accounts RepresentativeBrea, CA$28–$32 / hourMakes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
Fraud Investigation, Data Analyst Johnson Service GroupFraud Investigation, Data AnalystIrvine, CA$50–$60 / hourJohnson Service Group (JSG) is seeking a highly skilled analytical Fraud Data Analyst, Associate in the Greater Los Angeles, CA Area to support a large-scale dealership audit and fraud investigation initiative. This individual will be responsible for mining, analyzing, and validating large volumes of automotive finance and loan origination data to identify patterns, trends, anomalies, and potential indicators of dealer misrepresentation or fraud.
Operations Analyst RSC SolutionsOperations AnalystBrea, CAMakes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; count currency, coin, and negotiable instruments in a timely manner.
Lead Software Engineer Platinum Resource GroupLead Software EngineerNewport Beach, CA$94.37 / hourThe Annuity Platform Transformation team is seeking a hands-on Lead Software Engineer to help modernize capabilities surrounding our legacy annuity policy administration platforms, including the design, development, testing, and deployment of AWS-based solutions and the orchestration layer that processes business events, applies routing and transformation rules, coordinates downstream activities, and manages exceptions. Support AWS networking, IAM roles and policies, secrets management, encryption, logging, and environment configuration in partnership with Cloud Platform and Security teams.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorLaguna Niguel, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Licensed Bilingual Customer Service Representative Alsop & Associates Insurance AgencyLicensed Bilingual Customer Service RepresentativeChino, CA$30,000–$60,000 / yearThe Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.
Farmers Financial Sales Rep Joseph McCain Farmers InsuranceFarmers Financial Sales RepNewport Beach, CA$50,000–$70,000 / yearIf you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent.
Part Time Branch Office Administrator Edward D Jones & Co LPPart Time Branch Office AdministratorOceanside, CAPart-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
NewBranch Office Administrator Edward D Jones & Co LPBranch Office AdministratorFountain Valley, CAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewService Design & Transition Analyst SOMERSET STAFFINGService Design & Transition AnalystNewport Beach, CAThe Service Design and Transition Analyst plays a key role in ensuring new or changed IT services are well-designed, governed, and transitioned into live operations effectively, following ITIL best practices. This position supports the lifecycle stages of Service Design and Service Transition, ensuring services meet agreed business and operational requirements before going live.
NewSenior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Manager, IT Service Desk Johnson Service GroupManager, IT Service DeskAnaheim, CA$70–$80 / hourThe ideal candidate will bring a combination of IT Service Desk leadership, enterprise infrastructure expertise, Data Center operations experience, and MSP experi ence, along with a strong customer-service mindset and the ability to lead teams in a highly regulated financial services environment. Preferred Experience Experience managing or supporting enterprise Data Center operations , including servers, storage, virtualization, backup/recovery, and high-availability environments.
NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorNewport Beach, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Client Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719Santa Ana, CAAs a Client Services Account Administrator, you will be responsible for: Overseeing daily administration of over 100 MBS trusts, including RMBS, CMBS, and ABS. Join a leading organization as a Client Services Account Administrator in Santa Ana, CA, and contribute to smooth client operations every day.
Client Services Account Administrator | $31.50 hourly | Urgently Hiring! | 840460 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 840460Santa Ana, CAAs a Client Services Account Administrator, you will be responsible for: Overseeing daily administration of over 100 MBS trusts, including RMBS, CMBS, and ABS. Join a leading organization as a Client Services Account Administrator in Santa Ana, CA, and contribute to smooth client operations every day.
Senior Financial Analyst (FP&A) Alliance Resource GroupSenior Financial Analyst (FP&A)Newport Beach, CAExperience in preparing budgets/forecasts and working directly with business unit partners on developing strategy and variance analysis to forecast. Analyzes actual operating results and identifies key financial and operating issues to be addressed; quantifies actual results versus projections.
Senior Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncSenior Registered Client Service Associate (Newport Beach, CA)Newport Beach, CA$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.