Financial Customer Service Representative Jobs in Menlo Park, CA | Glassdoor

Financial Customer Service Representative Jobs in Menlo Park, CA

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  • 3.8
    Fidelity Investments – Sunnyvale, CA
    Today 8hr
    tools in the industry. Join Fidelity as a Financial Representative; your career in financial planning starts here! The Expertise… invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five…
  • 4.2
    Stanford University – Palo Alto, CA
    Est. Salary $28k-$44k
    26 days ago 26d
    client, Stanford University, is recruiting a Financial Customer Service Representative to join their Buying and Payment Support team… policies, best practices and procedures. The Financial Customer Service Representative primary responsibilities are: Manage a high…
  • 2.8
    Aaron's – Sunnyvale, CA
    Est. Salary $22k-$31k
    7 days ago 7d
    building relationships with our customers personally! As a Customer Service Representative, you will play a key role in the… marketing, new customer growth & renewal payment processing. Additionally, our Customer Service Representatives ensure showroom…
  • 4.1
    Kanler – Menlo Park, CA
    EASY APPLY
    Est. Salary $86k-$156k
    26 days ago 26d
    nation, which isn't possible without extreme focus on customer service. Combine that with our dogged persistence to minimize waste… presentation skills Team/consensus builder Customer service driven Performance driven and self motivated * Innovative…
  • 3.3
    Aerotek – Redwood City, CA
    Est. Salary $27k-$37k
    1 days ago 12hr
    credit union as a Customer Service Representative. They will be responsible for providing customer service to credit union members… 1+ year of experience in Financial Services company or Call Center Banking experience Customer/Member Support Degree preferred…
  • 4.3
    Coupa Software – San Mateo, CA
    Est. Salary $106k-$150k
    10 days ago 10d
    platform for business spend. We deliver Value as a Service by helping our customers maximize their spend under management, achieve… management platform that connects hundreds of organizations representing the Americas, EMEA, and APAC with millions of suppliers globally…
  • 3.3
    First Tech Federal Credit Union – Palo Alto, CA
    19 days ago 19d
    dynamic work environment? We are looking for a Financial Solutions Representative to join our Palo Alto Branch. This role will be… tracking and CRM systems Provide the highest quality of customer service to all members through relationship building and referrals…
  • 3.2
    KeyPoint Credit Union – Santa Clara, CA
    Est. Salary $29k-$40k
    10 days ago 10d
    focus. High School Diploma or equivalent. 6 months customer service and cash handling in a retail environment. Must be capable… handling member transactions.? Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored…
  • 4.2
    IXL Learning – San Mateo, CA
    Est. Salary $53k-$74k
    19 days ago 19d
    leadership, motivational and coaching skills Excellent customer service, relations and advocacy skills Excellent verbal and written… issues, account research, and collections matters Represent the AR/Billing team in cross-functional projects, reporting, and process…
  • 1.9
    Hayward Quartz Technology – Fremont, CA
    EASY APPLY
    Est. Salary $29k-$43k
    1 days ago 21hr
    communicating with both internal and external customers as needed to assure a positive customer relationship.…
  • 3.2
    KeyPoint Credit Union – Cupertino, CA
    Est. Salary $35k-$48k
    17 days ago 17d
    Job Summary: The Financial Service Representative II is expected to support growth and retention efforts by acquiring… compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at…
  • 4.3
    Coupa Software – San Mateo, CA
    Est. Salary $101k-$186k
    22 days ago 22d
    Experience with Software as a Service is a plus as is any experience with financial accounting, customer management, and sales force… platform for business spend. We deliver Value as a Service by helping our customers maximize their spend under management, achieve…
  • 4.3
    Symmetry Financial Group – San Jose, CA
    EASY APPLY
    13 days ago 13d
    high level of customer service with clients Expected to learn and understand the products available Symmetry Financial Group About… About Symmetry Financial Group: Symmetry Financial Group was established with the goal of helping to bring balance to the professional…
  • 3.3
    SolarCity – Foster City, CA
    14 days ago 14d
    home owners • Conduct analysis of customer’s current and projected electrical usage and financial ROI • Generate project proposals… time visiting with prospective customers at their homes. They are the primary external representatives of SolarCity. This position…
  • 3.3
    Stanford Health – Palo Alto, CA
    Est. Salary $42k-$53k
    1 days ago 18hr
    benefits and payor specific requirements. Handles routine customer service inquiries and problems. Processes necessary admission/registration… or other PAS management personnel. *Provides excellent customer service to all individuals with whom the employee has contact.…
  • 3.5
    HP Inc. – Palo Alto, CA
    1 days ago 16hr
    time spent directly with customer representatives at all levels Minimal direct time with customer's technical staff #Join3DPrint… interact, and inspire like never before. We leverage our strong financial position to extend our leadership in traditional markets and…
  • 3.4
    First Tek – Palo Alto, CA
    Est. Salary $51k-$69k
    1 days ago 23hr
    Programmer Analysts for implementation of technology solutions. ? Represent assigned client/application base to the IT department. ?… implementations. ? 2 - 4 years experience as a client representative, including experience assessing business requirements, and…
  • 3.4
    Wells Fargo – San Mateo, CA
    5 days ago 5d
    Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In this role, you will help us deliver… the valued trust of our customers and communities. Tellers are the face of our company and represent Wells Fargo in the community…
  • 4.0
    Stanford School of Medicine – Stanford, CA
    1 days ago 15hr
    Strong verbal and written communication skills. Excellent customer service and interpersonal skills. Ability to prioritize and multi-task… any incidents or potential safety problems to appropriate representatives. Track completion of required training. Maintain approved…
  • 4.2
    Stanford University – Stanford, CA
    Est. Salary $48k-$70k
    1 days ago 12hr
    events; represent the Pre-Collegiate Institutes at national conferences. Assist with the administration of financial processes… Analytical and problem solving skills. Strong customer service skills, and the ability to remain calm under stress when…
  • 4.2
    Stanford University – Stanford, CA
    Today 10hr
    Strong verbal and written communication skills. Excellent customer service and interpersonal skills. Ability to prioritize and multi-task… any incidents or potential safety problems to appropriate representatives. Track completion of required training. Maintain approved…
  • 3.5
    UNIFY Financial Credit Union – San Bruno, CA
    Est. Salary $33k-$44k
    4 days ago 4d
    related financial institution experience as a Personal Banker/New Accounts Representative or in a similar customer service position… talking to consumers about financial accounts, products, and services. • Knowledge of customer service functions including but…
  • 3.4
    Wells Fargo – Redwood City, CA
    21 days ago 21d
    Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In this role, you will help us deliver… the valued trust of our customers and communities. Tellers are the face of our company and represent Wells Fargo in the community…
  • 3.1
    LPL Financial – San Jose, CA
    Est. Salary $40k-$57k
    12 days ago 12d
    experience through excellent customer service as well as provide daily administrative support to our Financial Advisors’ business practices… interactions within customer relationship management software Requirements: 2-5+ years experience in the financial services industry…
  • 2.4
    Regus – Menlo Park, CA
    Est. Salary $31k-$41k
    27 days ago 27d
    AutoReqId 13770BR Title Customer Service Representative Country United States Location CA, Menlo Park Centre Code… the flexible workplace revolution. Purpose The Customer Service Representative (CSR) in conjunction with the rest of the centre…
  • 4.2
    Stanford University – Stanford, CA
    Est. Salary $53k-$93k
    Today 6hr
    other school, department, product, service, program, and event and/or channel managers Represent CERC both within Stanford and with… university. The Director will be primarily responsible for securing financial support for the Center’s research activities and developing…
  • Central Concrete – South San Francisco, CA
    Est. Salary $26k-$45k
    Today 2hr
    . We are seeking a Customer Service Representative who is responsible for receiving and entering customer orders via company website… and documents complete and accurate order information from customers in both English and/or Spanish. The CSR is responsible for…
  • 3.4
    Wells Fargo – San Mateo, CA
    5 days ago 5d
    Fargo, our vision is to satisfy our customers financial needs and help them succeed financially. In this role, you will help us deliver… the valued trust of our customers and communities. Tellers are the face of our company and represent Wells Fargo in the community…
  • 4.0
    California State University System – San Jose, CA
    Est. Salary $25k-$42k
    1 days ago 20hr
    : San Jose Job ID: 24088 Job Title: Customer Service Representative Appointment Type: Probationary Time Base… www.sjsu.edu/employment/index.html Description: The Customer Service Representative provides a full range of front desk and administrative…
  • 4.1
    Veracyte – South San Francisco, CA
    Est. Salary $45k-$67k
    10 days ago 10d
    liaison between Veracyte and its customers. The primary responsibility is to provide world-class service and support to doctors and… feedback is documented Who You Are You have excellent customer service skills, a kind and compassionate approach to problem solving…
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