- Umpqua Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At Columbia, ... processing checks and securities. + Maintain client and mailing database. Update Financial Advisor's calendar. + Service clients through researching and… more
- Bank of America (Bakersfield, CA)
- Financial Center Client Service Representative Bakersfield, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bakersfield/ Financial -Center-Client- Service -Representative\_25035712) **Job Description:** At Bank of America,… more
- VCA Animal Hospitals (Tustin, CA)
- …patients and providing those pet parents over the phone with a financial update. ESSENTIAL FUNCTIONS: * Customer service functions, including: greeting ... the front office as well as in the back office would be best. As a financial CSR, your duties will include creating an estimate of charges based on the treatment… more
- Dignity Health (Santa Maria, CA)
- **Responsibilities** In keeping with the PHC philosophy, the Financial Services Associate II serves as the liaison for patients and provides education to patients ... regarding insurance coverage and guidelines. The Financial Services Associate II will evaluate insurance options and...pre-authorizations. PHC is committed to excellent patient care and service . We strive to develop cohesive teams where all… more
- US Tech Solutions (San Francisco, CA)
- …with Payment Plus and Card Programs campaigns. + Maintains accurate financial records related to disbursements, including payment receipts, invoices, and other ... for any problem or bugs that arise in the system. + Provides excellent customer service to departmental users and vendors. + Ensure work queues are managed within … more
- Applied Materials (Santa Clara, CA)
- …Learn more about our benefits (https://hrportal.ehr.com/applied/) . **Job Posting Title** - Service Business Unit Financial Analyst - B3 **Job Description ... new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips… more
- Bank of America (San Diego County, CA)
- …investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.… more
- Bank of America (Oxnard, CA)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.… more
- Bank of America (Chico, CA)
- …long-term strategies for clients **Desired Qualifications:** + Experience working in the financial service industry and/or a sales environment where goals were ... Merrill Financial Solutions Advisor (Partially Licensed) - Sacramento Market...phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds… more
- Bank of America (San Francisco, CA)
- …investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or ... demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.… more
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