Solutions Product Manager - Agentforce Operations For Financial Services Salesforce.com, Inc.Solutions Product Manager - Agentforce Operations For Financial ServicesIrvine, CA$148,500–$223,900 / yearThis role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows. The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities.
NewGlobal Head of Human Resources - Financial Services Strategic Resource Partners, Inc.Global Head of Human Resources - Financial ServicesLos Angeles, CAJob Description Our client, one of the nation's largest investment and securities firms, is looking to hire an accomplished and visionary Global Vice President of Human Resources to lead the design, execution, and continuous improvement of enterprise-wide people strategies across a complex, multinational organization. The successful candidate will serve as a trusted advisor to executive leadership and play a critical role in shaping company culture, strengthening leadership capability, and building scalable HR programs that support growth across diverse markets and business units.
Insurance and Financial Services Position - State Farm Agent Team Member Nate Nguon - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTustin, CAFull timeROLE DESCRIPTION: Nate Nguon Ins and Fin Svc Inc - State Farm Agency (Tustin, CA) is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Financial Services Officer I- Woodland Hills Logix Federal Credit UnionFinancial Services Officer I- Woodland HillsWoodland Hills, CaliforniaFull timeSupports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation.
Biller IV - HB Patient Financial Services - FT Days University of California, IrvineBiller IV - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Financial Services Officer I Logix Federal Credit UnionFinancial Services Officer IWoodland Hills, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
Sr. Financial Analyst [Temp to Hire] for reputable and growing Professional Services Firm Vertical Careers, Inc.Sr. Financial Analyst [Temp to Hire] for reputable and growing Professional Services FirmLos Angeles, CAAbility to communicate effectively with internal and external clients including attorneys, management, other staff, clients of the firm and, at times, vendors. Financial Analyst position will play a key role in formulating pricing strategies and managing billing activity against client expectations in partnership with attorneys.
Financial Services Assistant Penske Honda OntarioFinancial Services AssistantOntario, CA$17–$21.50Accounts for all monies collected for each transaction, provides copies of check/visa slips, and takes steps necessary to ensure all funds are collected in 10 days or less. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Patient Financial Services Representative Paradigm Treatment CentersPatient Financial Services RepresentativeLos Angeles, CaliforniaIn this role, you will serve as a vital link between patients and our clinical teams, ensuring accurate financial processing, insurance coordination, and exceptional customer service to support our clients’ treatment journey. . With over 15 unique locations, we manage and support 500+ dedicated employees serving over 300 residential clients daily located across five states: California, Idaho, Maine, New Hampshire, and Texas.
Financial Services Representative - State Farm Agent Team Member Allen Sarafyan - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSherman Oaks, CAFull timeIn this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.
Financial Services Representative - State Farm Agent Team Member Julie Montenegro - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberLos Angeles, CAPart timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Julie Montenegro - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
NewNonprofit Board of Directors Financial Services Executive Here to Serve IncNonprofit Board of Directors Financial Services ExecutiveLos Angeles, CAHereToServe.org), a 501 (c) (3) charity, provides coordinated non-medical support programs and resources for the parent(s) with children battling cancer from the point of diagnosis throughout treatment. Experience in QuickBooks Bookkeeping, Budgeting, Projections, Finance, Fundraising, Lead Prospecting Potential Donors, Reporting, 990 preparations, and Board Financial Reports.
Manager, Financial Services 26-00205 Alura Workforce SolutionsManager, Financial Services 26-00205Fountain Valley, CA$67–$71 / hourDESCRIPTION Our client, a leading integrated healthcare organization, is seeking a Manager, Financial Services – Managed Care Analytics to lead financial analysis and reporting initiatives that support managed care contracting and organizational strategy. Analyze financial and operational data from multiple healthcare systems, including data warehouses, cost accounting systems, general ledger, budgeting systems, patient billing data, and payer capitation reports.
Retirement Consultant - The Baldwin Group Financial Services BRP Group, Inc.Retirement Consultant - The Baldwin Group Financial ServicesIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Insurance and Financial Services Position - State Farm Team Member Joshua Marsh - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberUpland, CAFull timeAs Insurance and Financial Services Position - State Farm Team Member for Joshua Marsh - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.
Medical Collector - PB Financial Services - FT Days University of California, IrvineMedical Collector - PB Financial Services - FT DaysAnaheim, CaliforniaFull timeDepending on the unit the Collections Representative is assigned to, the incumbent may be required to perform any or all of the following duties: work billing editing error report(s) prior to the submittal of claims to ensure that claims are billed cleanly and free of errors, leading to prompt and maximum pro-fee reimbursement; collecting on insurance invoices/accounts with balances as generated and outlined on assigned account receivable worklists, aging reports, system target files and correspondence received and assigned. As Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association.
Financial Services Representative - State Farm Agent Team Member Kristi Kim - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberChino Hills, CA$50,000–$60,000 / yearFull timeROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative – State Farm Agent Team Member Allan Cheng - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlendora, CAFull timeEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
NewExperienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations Houlihan Lokey Europe GmbHExperienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple LocationsLos Angeles, CA$75,000–$120,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Scope: Within our Portfolio Valuation Complex Securities practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberGarden Grove, CAFull timeLelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.