Financial Service Representative
3 weeks ago
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Financial Services Representative
3 weeks ago
Santa Ana, California, United States WallStJobs Full timeWallStJobs is seeking a highly skilled Financial Services Representative to join their team. As a key member of the investment advisory firm, you will play a crucial role in helping clients achieve financial success through expert guidance and personalized investment strategies.">The estimated annual salary for this position ranges from $60,000 to $100,000,...
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Customer Service Representative
4 days ago
Santa Ana, California, United States BMO Financial Group Full timeAbout the RoleAs a Customer Service Representative at BMO Financial Group, you will be responsible for delivering exceptional service to our customers and prospects. Your primary goal is to identify customer needs and provide advice and guidance regarding financial solutions that are in their best interests.You will work collaboratively within the branch and...
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Financial Services Consultant
3 weeks ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...
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Financial Service Representative
3 weeks ago
Santa Ana, California, United States Orange County's Credit Union Full timeCompany OverviewOCCU is a reputable financial service provider with over 85 years of experience, serving 140,000+ members. We prioritize workplace excellence and associate satisfaction.SalaryThe estimated hourly rate for this role is $22.00-$25.00, based on qualifications and internal equity. Our competitive compensation reflects the value we place on our...
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Financial Advocacy Representative
3 weeks ago
Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full timeJob DescriptionWe are looking for a Financial Advocacy Representative to join our team at Alliance Tax Advocate Inc. in Orange County, California. As a key member of our team, you will play a vital role in helping clients resolve their IRS-related financial issues.About the Position:This is a full-time opportunity with a salary of $55,000 - $70,000 per year,...
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Financial Services Professional
3 weeks ago
Santa Ana, California, United States Alt Financial Network, Inc. Full timeMortgage Loan Originator OpportunityWe are excited to offer a Mortgage Loan Originator position at Alt Financial Network, Inc. As a successful Mortgage Consultant, you will be responsible for originating loans, maintaining strong relationships with real estate agents, and staying up-to-date with industry trends.Key ResponsibilitiesOriginate loans through...
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Financial Services Representative
2 days ago
Santa Ana, California, United States Best Finance Capital Full timeCompany OverviewAt Best Finance Capital, we provide access to the most sought-after leads in the industry. Our team is dedicated to helping motivated sales professionals succeed in a challenging market.Salary and BenefitsWe offer a competitive base salary plus commission, providing opportunities for advancement and growth. Our industry-leading compensation...
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Financial Advocate Representative
1 day ago
Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full timeJob ResponsibilitiesAs a Financial Advocate Representative at Alliance Tax Advocate (ATA), you will play a critical role in helping our clients navigate the complex process of resolving IRS tax problems. Your primary responsibilities will include communicating with clients over the phone to gather information and provide guidance, tracking confidential...
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Financial Services Representative
4 days ago
Santa Cruz, California, United States Chris Buich - State Farm Agent Full timeAbout the RoleThis is an excellent opportunity to work as a Financial Services Representative and make a meaningful impact in the lives of others. We are dedicated to providing our clients with tailored insurance and financial solutions that meet their unique needs.Key Responsibilities:Build and maintain relationships with clients to understand their...
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Customer Service Representative
2 days ago
Santa Ana, California, United States Orange County's Credit Union Full timeJob OverviewWe are seeking a motivated and customer-focused individual to join our team as a Member Service Representative. In this role, you will provide exceptional service to our members by handling teller transactions, opening new accounts, and promoting financial products and services.
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Financial Services Representative
3 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewWe are seeking a skilled financial professional to join our team at Global Financial Impact - Marco Esquivel. As a key player, you will be responsible for helping clients and businesses achieve their financial goals by providing expert advice and solutions.Salary and BenefitsThe estimated salary range for this position is $25,000 part-time and...
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Banking and Financial Services Professional
2 days ago
Santa Ana, California, United States Orange County's Credit Union Full timeAbout the RoleThis part-time position averages 30 hours per week and requires Saturday availability between 8:30am - 2:30pm, with weekday shifts from 8:30am - 6:30pm. Ideally, Monday, Wednesday, and Friday shifts are preferred.As a Member Service Representative, you will be responsible for:Handling cash transactions with accuracy and professionalismOpening...
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Registration Services Representative
3 weeks ago
Santa Ana, California, United States KPC GLOBAL MEDICAL CENTERS INC. Full timeKey ResponsibilitiesThe Registration Services Representative will be responsible for registering patients in a timely and efficient manner.This will involve conducting patient interviews, explaining hospital policies, and ensuring all necessary demographic and financial data is obtained and accurately documented.With a strong focus on customer service, this...
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Professional Financial Representative
2 days ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeProfessional Financial RepresentativeAre you looking for a challenging and rewarding career in the financial services industry? Do you have a passion for helping others achieve their financial goals and a drive to succeed in a dynamic and supportive environment? Overview of Global Financial ImpactGlobal Financial Impact is a leading organization in the...
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Financial Sales Specialist
3 weeks ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...
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Client Services Account Liaison
24 hours ago
Santa Ana, California, United States Financial Statement Services, Inc Full timeJob OverviewFinancial Statement Services, Inc. is a leading provider of document services in the western United States. We are seeking an experienced Account Representative to join our Client Services team in Santa Ana, CA.The ideal candidate will have strong customer service skills, a passion for learning new technical concepts, and excellent project...
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Customer Service Representative
3 weeks ago
Santa Ana, California, United States APOYO FINANCIERO INC Full timeAbout the OpportunityWe are seeking highly motivated customer service representatives who can effectively communicate with Spanish-speaking clients.If you have a passion for financial services and sales, this position may be the right fit for you.You will have the opportunity to work with a team that shares your goals and values.As a member of our team, you...
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Credit Union Customer Service Representative
3 weeks ago
Santa Ana, California, United States Comunidad Latina Federal Credit Union Full timeWe are seeking a Credit Union Customer Service Representative to join our team at Comunidad Latina Federal Credit Union.About the PositionIn this role, you will provide exceptional service to members by handling day-to-day transactions, responding to inquiries, and promoting our range of financial products and services.Key DutiesTransaction Processing:...
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Career in Financial Services
3 weeks ago
Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full timeJoin Our TeamWe are excited to invite highly motivated and ambitious individuals to apply for the Financial Services Representative position at Global Financial Impact - Marco Esquivel. As a valued member of our team, you will play a pivotal role in helping clients and businesses achieve their financial objectives. With a competitive compensation package and...
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Financial Services Representative
1 day ago
Santa Ana, California, United States Best Finance Capital Full timeTransform Your CareerAre you ready to take your career to new heights? At Best Finance Capital, we're committed to empowering our employees to achieve their full potential. Our mentorship program provides industry-leading training and support, helping you develop the skills and expertise needed to succeed in the mortgage industry. With a focus on innovation,...