Customer Service Rep jobs in the Financial Services industry in Foster City, California

Job Description: Customer Support Account Manager The Customer Support Account Manager acts as a liaison to clients and is a technical subject matter expert for our products. Qualified candidate must have a proven track record of professional client interactions and experience in applying in-depth technical support and detailed product knowledge to resolve software issues in a customer support org...
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Outside Sales Account Executive Harbortouch is one of the largest and most reputable payment processing companies in the nation. Our new division, Harbortouch is a leading supplier of point of sale solutions and can accommodate the needs of any retail or hospitality business by providing an easy to use, high performance POS system at an affordable price. Harbortouch is currently searching for high...
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WrapManager, Inc. WrapManager is currently seeking an experienced Client ServiceProfessional with a track record of successand a desire to contribute as part of a growing firm. The ideal candidate has several years of high net worth client service experience, very strong attention to detail and is committed to building a long-term successful careerwith an independent, boutique investment advisory ...
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Member Service Representative - 1 part-time position is available Member Service Representatives (MSRs) process member transactions to include deposits, withdrawals, transfers, loan payments, loan processing and cash advances in person or on the phone. MSRs maintain knowledge of all credit union share & loan products and policies in order to respond to member inquiries, meet credit union service s...
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Financial Service Sales Consultants Trilogy Our mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs. We are a forward thinking company that delivers a comprehensive range of financial products and services and works with some of the oldest and most established companies in the industry. Due to our considerable growth we offer opp...
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CPA (temporary role) JOB DESCRIPTION We are seeking an experienced Certified Public Accountant with strong background in small businesses. The accountant will provide tax consultation to customers who are considering starting a new business or who have already formed business entities and assist in the development of materials to facilitate the consultation and post consultation communication proc...
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ABOUT US: Moore Financial Services Inc. We are a small business (7 employees), family owed and operated, in Fremont, CA. Our services include tax preparation, financial planning and business services. THE POSITION: Accounting Services: Enter bookkeeping transactions (checks, deposits, etc.) in Quickbooks, balance all accounts and make closing entries. Review and make adjustments to Quickbooks file...
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Position ID:28056 Position Title:Premium Audit Auditor III Min Education Desired:Bachelors Degree Travel Percentage:26-50% Relocation:No Job Summary: Your experience. Our opportunity. Could be a perfect match. We are looking for a Premium Field Auditor III to work in our Northern, CA territory. As a Senior Premium Auditor, your role is critical to the underwriting results of a company. Take the ne...
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1st Financial Bank USA / 1FB.net is seeking an energetic Quality Assurance Lead with a proven track record to join an establisted, bright and focused team in helping create, develop, and deploy quality multi-tiered Web applications. As a Quality Assurance Lead you will: Lead, manage, and participate in the QA testing efforts for multiple product releases. Interact and work closely with distributed...
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Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 8,500 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...
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We are looking for a Client Service Associate for a 3-4 month contract opportunity to take over the current employee during a time of leave. This position is with a leading wealth management company in the San Francisco/Bay Area. Below are the job details: Duties: -Provide fundamental client support in all phases of operational service and account maintenance. -Provide daily processing support for...
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Business Data Analyst San Francisco, CA The primary responsibility of the Analytic Consultant is the ownership and development of customer collections data and reporting. Primary duties will include: (1) Collecting and structuring complex data from across the enterprise, (2) providing consistent focus and maintaining / monitoring reporting and online collections functionality, and (3) expanding da...
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This position is a key role within the Accounting Bank & Consolidations team. The current team consists of four full time employees as well as a team of outsourced consultants. This position will report to one of the two Senior Accounting Managers but will provide support across all areas of responsibility. The candidate will also work closely with teams across Finance, Operations and Human Resour...
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Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 8,500 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...
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Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 8,500 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...
full job description