Financial Services Professional

Job DescriptionAt Spieldenner Financial Group, we are dedicated to helping mid-market families protect their lifestyle and wealth from unexpected financial losses. As an Insurance Enrollment Specialist, you will play a vital role in identifying and meeting the needs of our clients through our comprehensive programs.We offer industry-leading compensation,...

OverviewWe are a dynamic team at San Diego Financial Center, passionate about delivering exceptional financial services to our clients. Our goal is to provide a comprehensive suite of services, catering to their diverse needs.Our team is dedicated to helping individuals prepare for and thrive in retirement, working collaboratively to achieve this mission.

Job ResponsibilitiesThis role involves managing the community's finances, including accounting and business office functions, performing payroll administration, handling financial concerns from residents and their families, recruiting and hiring new team members, and directing accounts receivable and payable functions.

At Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...

Overview:Wilshire Health & Community Services Inc. has been providing care and support for 75 years, emphasizing clinical excellence, patient choice, and community involvement. As a mission-driven not-for-profit organization, we are dedicated to helping people live a better life through high-quality care and support. Our Home Health and Hospice agencies...

Older Adult Services PositionWe are seeking an experienced professional to fill the role of Older Adult Services Professional at Wilshire Health and Community Services Inc. This position will involve providing case management services to older adults, focusing on improving their quality of life and overall well-being.The ideal candidate will possess a strong...

About Us:Trifunovic Insurance and Financial Services - State Farm Agent is committed to delivering exceptional customer service and achieving outstanding results. We are seeking a highly motivated and organized individual to join our team as an Administrative Support Specialist.Key Responsibilities:Provide prompt and accurate customer service to internal and...

Job Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...

About the JobITMD is a local, owner-operated company seeking a skilled Medical Biller to join our team. As a Medical Biller, you will play a critical role in ensuring the accuracy and efficiency of our medical billing processes.Key Responsibilities:Manage the entire billing process from start to finishDevelop and maintain relationships with healthcare...

Job Overview:">Engage clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Accurately and efficiently process cash transactions for clients as needed.Have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect...

Customer Service ProfessionalWe are seeking a customer-focused individual to join our team as a Customer Service Professional. As a Patient Care Coordinator, you will be responsible for providing exceptional customer service, resolving issues, and exceeding customer expectations.The ideal candidate will have a proven track record of successful team...

About Wells Fargo">At Wells Fargo, we believe in the importance of having a meaningful career that allows you to thrive. Our company is committed to supporting our employees in all aspects of their lives, providing them with a competitive salary, robust benefits package, and programs to promote work-life balance and well-being. We are proud to be recognized...

About the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...

About the RoleThis Social Services Professional position plays a critical role in providing therapeutic and social work services to individuals, families, and groups experiencing various challenges and issues.The ideal candidate will possess excellent communication skills, be proficient in Microsoft Office Suite, and have knowledge of database and reporting...

About the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and offering tailored financial solutions.Key Responsibilities:Deliver exceptional results by meeting individual and branch...

Overview:As a Senior Premier Relationship Manager at BMO Financial Group, you will have the opportunity to make a real impact in the lives of our clients. With a strong background in financial services and a passion for building relationships, you will be able to help our clients achieve their financial goals and grow their...

Job Title: Financial Services ProfessionalBluPeak Credit Union is seeking a highly skilled and motivated Financial Services Professional to join our team. The ideal candidate will have a passion for delivering exceptional customer service, a strong understanding of financial products and services, and excellent communication skills.Responsibilities:Identify,...

OverviewBMO Financial Group is a leading bank with a strong commitment to helping mass affluent clients achieve their financial goals. Our team of experienced professionals works closely with clients to understand their needs and develop tailored solutions.

About the RoleThe Mortgage Loan Officer will play a critical role in helping clients achieve their homeownership goals. You will work closely with our sales team to identify opportunities and provide personalized support to clients throughout the loan process.This is an excellent opportunity for someone who is looking to build a career in financial services...

Company OverviewIndependent Financial Group, LLC is a leading independent broker-dealer based in California, providing business solutions to over 532 financial professionals nationwide.We were named among the Fastest Growing Private Companies in the US by Inc. 5000 and ranked #7 among the Largest Private Companies in San Diego.Job DescriptionThe Staff...