Financial Services Representative
7 days ago
Kareem Gobran Sports Management Llc requires an Accounting and Invoicing Professional to oversee various financial responsibilities. This includes managing monthly invoices, tracking payments, and providing exceptional customer service.
Primary Duties:
- Handle customer inquiries regarding account balances and payments.
- Ensure timely and accurate invoicing according to company standards.
- Maintain comprehensive records of all customer interactions.
- Process incoming payments and reconcile accounts.
Required Skills:
- Outstanding customer service and communication skills.
- Strong technical skills, including proficiency in QuickBooks.
- Able to work efficiently in a fast-paced environment.
Salary Range: The estimated annual salary for this role is $55,000 - $70,000.
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Newport Beach, California, United States David Misiego - State Farm Agent Full timeJob Summary:We are seeking a highly motivated and ambitious individual to join our team as an Insurance and Financial Services Representative. This role offers a unique opportunity to work closely with our State Farm Agent and gain valuable experience in sales, customer service, and insurance.Key Responsibilities:Deliver exceptional customer service,...
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Financial Services Representative
3 weeks ago
Laguna Beach, California, United States Global Financial Impact Full timeAbout Global Financial Impact, we help everyday families get financially educated and provide valuable services to the community. Salary: $36,000 - $125,000 per year (uncapped, 100% production-based pay). We seek highly motivated and competent business partners to become financial professionals and provide services that meet clients' needs. Job...
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Financial Services Expert
3 weeks ago
Newport Beach, California, United States Raymond James Financial Incorporated Full timeJob SummaryWe are seeking a highly skilled Financial Services Expert to join our team at Raymond James in Newport Beach, CA. This role will provide high-quality administrative support to Financial Advisors, their clients, and branch staff members. The ideal candidate will have excellent communication skills, be detail-oriented, and possess the ability to...
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Customer Service Representative
4 weeks ago
Newport Beach, California, United States First Citizens Bank Full timeAbout First Citizens BankFirst Citizens Bank is a community-focused bank dedicated to helping our customers achieve their financial goals. We're committed to providing exceptional customer service and building strong relationships with our clients.SalaryThe base pay for this position is between $17,960 and $26,800 per year, depending on skills, experience,...
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Financial Services Expert
1 week ago
Newport Beach, California, United States Jobot Full timeComprehensive Financial Services FirmThis Jobot Job is hosted by Josh Forth.A 55+ year comprehensive financial services firm seeks an experienced professional to join their team. The ideal candidate will have a background in accounting and public accounting experience. Responsibilities will include providing expert advice on financial planning, wealth...
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Financial Services Coordinator
1 month ago
Newport Beach, California, United States Raymond James Full timeAbout the RoleWe are seeking an experienced Financial Services Coordinator to join our team. In this position, you will work closely with Financial Advisors to provide expert support and guidance to clients. Your attention to detail and excellent communication skills will enable you to build strong relationships with clients and colleagues alike.
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Financial Services Consultant
1 month ago
Newport Beach, California, United States PIMCO Full timeAbout PIMCOPIMCO is a leading global investment management firm that has been shaping the financial landscape since 1971. Our mission is to deliver superior investment returns, solutions, and service to our clients. We foster a high-performance inclusive culture where diverse thinking thrives, and we invest in our people to drive innovation and...
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Auto Service Representative
7 days ago
Newport Beach, California, United States AutoNation Full timeWe're looking for a customer-focused individual to join our team as an Auto Service Representative at AutoNation. As an Auto Service Representative, you'll be responsible for interacting with customers, answering questions, and resolving issues related to vehicle repairs. If you enjoy working with people and have a strong desire to provide excellent customer...
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Customer Service Representative
2 weeks ago
Newport Beach, California, United States Scratch Bakery Cafe Full timeWe are seeking a Customer Service Representative to join our team at Scratch Bakery Cafe. As a Customer Service Representative, you will be responsible for ensuring a positive customer experience and contributing to the success of our cafe.About the Position:This is a full-time or part-time position, depending on your availability. You will be required to...
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Customer Service Representative
3 weeks ago
Newport Beach, California, United States Big Canyon Country Club Careers Full timeMember Services RepresentativeBig Canyon Country Club is seeking a highly skilled Member Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our members and guests.About the Role:Provide personalized service to members and guests, responding to inquiries and resolving...
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Customer Service Representative
4 weeks ago
Newport Beach, California, United States Pacific Life Full timeAbout Pacific LifePacific Life is a leading provider of life insurance, annuities, and mutual funds. We have a long history of helping people plan for their futures and achieve financial security.As a Customer Service Representative in our Consumer Markets Division, you will play a critical role in delivering exceptional service to our policyholders. You...
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Client Service and Operations Specialist
7 days ago
Newport Beach, California, United States Raymond James Financial Incorporated Full timeAbout UsRaymond James Financial Incorporated is a leading financial services company with over 60 years of history. We value client-first, integrity, independence, and a conservative, long-term view.About the RoleThis Registered Client Service Associate role requires strong communication and organizational skills, with experience in client relationship...
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Senior Financial Services Associate
1 week ago
Newport Beach, California, United States Disability Solutions Full timeJob OverviewThe Private Bank Client Services Associate provides high-quality financial services to clients in accordance with bank rules, regulations, and guidelines. This role involves reviewing and processing various customer service transactions.
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Financial Services Testing Strategist
2 weeks ago
Newport Beach, California, United States Diverse Lynx Full timeDiverse Lynx LLC Overview:We are a dynamic and innovative company that provides cutting-edge solutions to our clients. Our team is passionate about delivering high-quality services and providing excellent results.Job Description:We are seeking a highly skilled Oracle Fusion Consultant to lead our end-to-end testing strategy for a large financial...
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Customer Service Representative
3 weeks ago
Newport Beach, California, United States Domino's Franchise Full timeAbout the OpportunityWe're excited to offer a Customer Service Representative position at Domino's Franchise, where you'll have the opportunity to work in a fast-paced environment and make a real difference in the lives of our customers. As a key member of our team, you'll be responsible for delivering exceptional customer service, operating company...
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Shuttle Service Representative
2 weeks ago
Newport Beach, California, United States Optima Dealer Services Full timeAbout Us: Optima Dealer Services is a leading staffing and consulting firm specializing in the automotive industry. We are committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide.Why Work for Us? We offer a fast-paced and exciting work environment, opportunities for career growth, and a chance to...
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Customer Service Representative
2 weeks ago
Newport Beach, California, United States Scratch Bakery Cafe Full timeOverviewScratch Bakery Cafe is seeking a motivated and friendly individual to join our team as a Cashier/Barista/Customer Service representative. In this role, you will be responsible for providing excellent customer service, preparing beverages, and maintaining a clean and welcoming environment for our customers.We offer a competitive hourly wage plus...
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Customer Service Representative
3 weeks ago
Newport Beach, California, United States Ace Hardware Full timeAce Hardware is a dynamic and fast-paced environment that values teamwork, innovation, and customer satisfaction. We are seeking a motivated and customer-focused Customer Service Representative to join our team.In this role, you will be responsible for:Delivering exceptional customer experiences, resolving issues promptly, and exceeding customer...
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Financial Services Lawyer
1 week ago
Long Beach, California, United States McCalla Raymer Leibert Pierce, LLC Full timeJob Title: Financial Services LawyerWe are seeking a talented Financial Services Lawyer to join our team at McCalla Raymer Leibert Pierce, LLC. As a Financial Services Lawyer, you will be responsible for providing expert legal counsel to financial institutions nationwide.Our firm has a long history of representing over 350 financial institutions nationwide,...
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Financial Operations Specialist
1 month ago
Newport Beach, California, United States EPIC Brokers Full timeAbout EPIC BrokersEPIC Brokers is a leading global insurance brokerage that empowers professional athletes and entertainers through expert tax and business management services. We foster financial wellbeing and inclusivity, providing comprehensive, personalized wealth management solutions and expert operational support to help our clients manage and...