Financial Services Representative Jobs in Menlo Park, CA | Glassdoor
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Financial Services Representative Jobs in Menlo Park, CA

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  • 3.7
    Edward Jones – Fremont, CA
    2 days ago 2d
    investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 5.0
    Simplee – Palo Alto, CA
    Est. Salary $50k-$84k
    Today 6hr
    serves a "who's who" of US healthcare providers representing leading brands representing billions in consumer payments across more than… healthcare consumer friendly. Simplee's platform for patient financial care offers providers a consumer centric experience to payment…
  • 3.0
    OfficeTeam – Hayward, CA
    Est. Salary $28k-$35k
    1 days ago 18hr
    services assistance, financial transaction research and minor technical support. The Customer Service Representative that will be successful… proactive and skilled Customer Service Representatives. These Customer Service Representatives will be working for a fast-paced, established…
  • 1.9
    Pharmacyclics – Sunnyvale, CA
    Est. Salary $84k-$123k
    2 days ago 2d
    Position Summary/Purpose: The Financial Analyst serves a critical role within the Financial Planning & Analysis group, providing… requisition requests to ensure financial compliance requirements Assist in the development of the annual financial plan and forecast spending…
  • 3.2
    Avnet – San Jose, CA
    Today 50min
    routine accounts unless partnered with more senior sales representative. Normally receives detailed instructions to perform work… profit that supports and drives the account/customer to meet financial sales metrics. Activities may include the following as well…
  • 4.2
    Stanford University – Stanford, CA
    Today 6hr
    any incidents or potential safety problems to appropriate representatives. Track completion of required training * Maintain approved… university, and sponsor policies * Process and monitor routine financial transactions, which may include researching and resolving…
  • 4.2
    OpenGov – Redwood City, CA
    5 days ago 5d
    Palo Alto - use OpenGov to access, analyze, and share their financial data. As a member of the Sales team, you will be responsible…
  • 3.7
    Edward Jones – Fremont, CA
    2 days ago 2d
    investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 4.6
    Helix – San Carlos, CA
    Est. Salary $57k-$108k
    5 days ago 5d
    opportunities including financial projections and valuation analysis Conduct due diligence and financial analysis on potential… functions to quantify and create both detailed and high level financial models for growth opportunities, strategic options, and business…
  • 3.2
    Check into Cash – Mountain View, CA
    Est. Salary $22k-$28k
    5 days ago 5d
    Customer Service Representative Our company is looking for a Customer Service Representative. We are seeking a professional… Transportation An Outstanding Customer Service Driven Attitude Financial Services sales experience is a plus! Required Experience…
  • 3.2
    E*TRADE Financial – Menlo Park, CA
    1 days ago 18hr
    online and through its network of customer service representatives and financial consultants - over the phone at two national branches… THE COMPANY E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed…
  • 3.3
    Qualys – Redwood City, CA
    Est. Salary $69k-$102k
    10 days ago 10d
    Qualys is looking for a Financial Analyst with strong financial modeling skills. He or she will be responsible for preparing monthly… detailed financial models to evaluate performance under various operating scenarios • Proactively seek ways to make financial process…
  • 1.9
    Silicon Valley Community Foundation – Mountain View, CA
    Est. Salary $40k-$60k
    Today 8hr
    development department is responsible for raising the necessary financial resources for SVCF to achieve its mission of being the comprehensive… characteristics and the physical demands described here are representative of those an employee encounters while successfully performing…
  • 3.0
    Honeywell – Santa Clara, CA
    2 days ago 2d
    Sales Representative ADI Global Distribution is hiring a Sales Representative who will ask the right questions, uncover new opportunities… operational plan ensuring customer satisfaction, data integrity, financial security, inventory planning and accuracy, and overall performance…
  • Menlo Park, CA
    Today 2hr
    prevent errors and waste Completes required financial paperwork and may assist with financial reporting including daily sales, close-outs… Ordinance. General Duties and Responsibilities (This is a representative list of the general duties the position may be asked to…
  • 2.1
    Community Loans of America – San Lorenzo, CA
    5 days ago 5d
    Job Scope: Produces consistent customer and financial growth through effective lending and sales practices, with an emphasis… emphasis on customer retention. Achieves targeted financial results through the proper execution of company policies, procedures and…
  • 4.2
    Stanford University – Stanford, CA
    Est. Salary $77k-$113k
    22 days ago 22d
    management initiatives. Provide training on new financial systems. Represent organization to client group(s) and external partners… immediate opening for a Financial Analyst 3. This is an exciting opportunity for someone with strong financial skills to work closely…
  • 3.2
    Patelco Credit Union – Fremont, CA
    Est. Salary $30k-$38k
    2 days ago 2d
    Patelco Credit Union's mission is to enrich member's financial health and well being. In this role, you will have the opportunity…
  • Fast Auto & Payday Loans, Inc - California – Hayward, CA
    5 days ago 5d
    Job Scope: Produces consistent customer and financial growth through effective lending and sales practices, with an emphasis… emphasis on customer retention. Achieves targeted financial results through the proper execution of company policies, procedures and…
  • 3.9
    Stanford School of Medicine – Stanford, CA
    Est. Salary $78k-$127k
    12 days ago 12d
    The Financial Management Consultant/Trainer in the Client Advocacy & Education (CAE) department of Financial Management Services… policies, procedures and financial and reporting systems to train and consult administrative staff, financial analysts and finance…
  • 3.2
    Patelco Credit Union – San Jose, CA
    2 days ago 2d
    origination systems for all loans assigned. Make presentations and represent Patelco Credit Union at functions as directed. Recognize… products to potential referral sources such as realtors and financial planners in the community. Meets with members to discuss…
  • 4.2
    Stanford University – Palo Alto, CA
    Est. Salary $44k-$66k
    9 days ago 9d
    Services, Customer Advocate, Financial Service Representative, Financial Services Specialist, Financial Aid, Admissions, Student Support… continuous business process improvement. The Financial Customer Service Representative provides excellent professional customer service…
  • 3.8
    Kanler – Menlo Park, CA
    EASY APPLY
    Est. Salary $79k-$144k
    4 days ago 4d
    mind. Our Clients have busy lives and want a company that represents their interests throughout the construction process and delivers… preconstruction team in development of project. 19. Manage budget and financial reporting, interpret and analyze reports to insure adherence…
  • 4.2
    Stanford University – Stanford, CA
    Est. Salary $61k-$101k
    12 days ago 12d
    The Financial Management Consultant/Trainer in the Client Advocacy & Education (CAE) department of Financial Management Services… policies, procedures and financial and reporting systems to train and consult administrative staff, financial analysts and finance…
  • 4.6
    360 Payment Solutions, Inc. – South San Francisco, CA
    EASY APPLY
    17 days ago 17d
    team has brought on as partners. These relationships include financial institutions, banks, accounting firms, local and state associations…
  • 4.5
    TalentBurst – San Jose, CA
    10 days ago 10d
    Position summary: The primary role of the Order Management Representative is to support the North America Digital Media Channel accounts…
  • 3.5
    Prudential – San Jose, CA
    5 days ago 5d
    investments Essential Job Functions As our representative, the Financial Professional must have a full understanding of all… Insurance Company of America selling insurance and financial services. Financial Professionals assist their clients with a range…
  • 3.2
    Guardian Analytics – Mountain View, CA
    EASY APPLY
    3 days ago 3d
    Development Representative Guardian Analytics is a well-established market leader in the fraud space in the Financial Services Industry…
  • Livermore Ford – Hayward, CA
    1 days ago 1d
    Sales is a lucrative career path with great opportunity for financial rewards. Your success is limited only by your efforts and…
  • 4.2
    Stanford University – Stanford, CA
    Est. Salary $59k-$98k
    Today 6hr
    develop and maintain external community and university liaison represent department and university at meetings and events. * Provide… may award grants. * May oversee, analyze and assist in financial processes and development of budgets. * Serve as a key…
  • 3.1
    Blueline Rental – Milpitas, CA
    5 days ago 5d
    The primary responsibility of the Outside Sales Representative (OSR) is to drive market penetration within an assigned territory… territory. To accomplish these objectives Outside Sales Representative must work closely with their operations team at the branch…
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