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Finance service representative jobs in Hermosa Beach, CA - 4,619 jobs

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  • CSR/LOT ATTENDANT

    Ace Parking Management, Inc. 4.2company rating

    Finance service representative job in Newport Beach, CA

    Compensation Range: $19.00 - $20.00 per hour About Us: One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy) Culture: We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Accountability: Assist with office duties, including answering phones and emails. Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment. Assisting customers with locating vehicles. Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary. Resolving customer requests, questions, and complaints. Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts. Actively look for ways to assist customers. What we are looking for: A valid CA Driver's License Must be able to stand and walk up to 8 hours per shift. Must be able to speak clearly, distinctly, and effectively using tact and diplomacy. Experience dealing with irate customers and resolving customer issues and/or complaints. An outgoing and enthusiastic personality. Willingness to do whatever it takes to earn a "Thank You." What We Can Offer You for All Your Hard Work: $19 - $20 Per Hour Medical, dental, vision, life insurance coverage for full-time, eligible employees. Flexible Spending Accounts for full-time, eligible employees 401k Vacation/Sick for full-time and part-time employees Holiday for full-time and part-time employees Discount programs Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
    $19-20 hourly 8d ago
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  • Senior IG Credit Trader - Insurance ALM Focus

    Pacific Asset Management, LLC

    Finance service representative job in Newport Beach, CA

    A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr
    $68k-116k yearly est. 6d ago
  • Route Service Representative (Class A) - RMC Long Beach

    American Textile Maintenance Co 3.5company rating

    Finance service representative job in Long Beach, CA

    Compensation: $25 and up About us: We are professional, agile, innovative and our goal is to put our independent, family-owned reputation on the line every day. For 80 years we have served the hospitality and restaurant industries in Southern California. We have earned our reputation for having simply the most professional customer service in textile rentals. Whether it's table linens, uniforms, towels, sheets, or mats, Republic Master Chefs will deliver what you need, when you need it. We understand how busy you are, and that you don't want to worry about your uniform and linen service. We are proud of our role as the best textile service in the southland. And our customers appreciate our high standards of personal, professional service. OUR MISSION STATEMENT To safely and sustainably provide our customers industry leading services through a combination of extraordinary customer service and high-quality, innovative products. Republic Master Chefs has been proudly serving Restaurant Linen & Uniform needs in the Los Angeles Greater Area since 1932. Our work environment includes: Growth opportunities On-the-job training Safe work environment Job Description: The Route Sales position is primarily responsible for customer service as a Route Service Representatives of ATM (Republic), a textile rental service organization focused on hospitality, food & beverage and healthcare related offices and clinics. Utility driver will be driving standard trucks. Continuous training and accountability of the respective route are the key result areas for success. Other responsibilities include resolving issues with customers, offering new product and services promotions, service methods development, assuring effective customer service is provided and participate in the overall development of the Customer Service Team. Works directly with the supervision of the Service Team Leaders and the Customer Service Manager. Requirements: • Understand the products, processes, and capabilities of ATM. • Continuous training programs for all service team members in the following areas: • Communicate efficiently with all pertinent departments. • Be a good listener to the customer and work team. • Flexible to the ever-changing market climate • Understand new products, pricing strategies, and other processes when appropriate. • Maintains and reviews service effectiveness records. • Assures that good housekeeping practices are maintained in service office area and vehicles. • Works with other Team Members to solve mutual problems. • Keep updated Route Notes (Route Notes should be updated every couple of months) • Renew all accounts where agreements are expired (If applicable). • Look for opportunities to grow routes (internally & externally). • Understand and know how to operate vehicle, hand-held device, hand-truck, and other tools for work day • Understand and know how to write an Addendum to Service correctly/Pink Form/Agreement and any other pertaining paperwork to take care of the route. • Responsible and Respectable behaviors to customer and service team since you are a reflection of ATM. • Maintain good housekeeping practices in company vehicles and work area. • Maintain good appearance. For example, grooming habits. Clean shaven or neat facial hair, hats should be worn correctly, black shoes, black socks, and shirts tucked in etc. • Work well with others and have a Teamwork approach. • Maintain a good standing driving record. • Maintain a learning desire on a daily basis. • Must be able to problem solve while at accounts. Education: • High school diploma or equivalent (Preferred) Job Type: Full-time Salary: Starting at $25.00 an hour Benefits: 401(k) Dental insurance Health insurance Life insurance Paid training Referral program Retirement plan Vision insurance Schedule: 10 Hour Shift / 8 Hour Shift Day shift Evening shift Weekends Supplemental pay types: Commission pay Ability to commute/relocate: Long Beach 90804 : Reliably commute or planning to relocate before starting work (Required) Experience: Sales: 1 year (Preferred) Customer service: 1 year (Preferred) License/Certification: Class A License Work Location: In person American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $25 hourly 4d ago
  • Client Services Representative

    Venbrook 3.3company rating

    Finance service representative job in Irvine, CA

    JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows
    $28.9-33.7 hourly 5d ago
  • Loan Servicing Associate

    Royal Business Bank 4.1company rating

    Finance service representative job in Los Angeles, CA

    Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $36k-43k yearly est. 5d ago
  • Customer Service Representative

    Caliber Collision Repair Services 3.7company rating

    Finance service representative job in Irvine, CA

    Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Business Operations, Retail
    $32k-41k yearly est. 2d ago
  • Leveraged Finance Associate - Los Angeles

    Sonder Consultants 4.4company rating

    Finance service representative job in Los Angeles, CA

    Leveraged Finance - Los Angeles The Firm & Opportunity An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation. Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion. Hiring Profile The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy. Additional qualifications include: Elite academic credentials; Juris Doctor from an ABA-accredited law school Training at a top-tier BigLaw platform California Bar admission preferred, or eligibility to sit for the California Bar Why This Role This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group. Why This Firm The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family. Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being. Interested? For a confidential discussion, please contact Cole Evarts at *********************************. About Sonder Consultants Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
    $46k-80k yearly est. 3d ago
  • Customer Service Representative

    Karen Kane 3.6company rating

    Finance service representative job in Vernon, CA

    We're looking for an Ecommerce Customer Service Representative to join our team by assisting customers placing online orders through inbound calls, outbound calls, and email correspondence. Do you have excellent communications skills and problem-solving skills? This may be the perfect job for you! This is an on-site position based in Los Angeles, CA. The ideal candidate for this job is engaging, client-centric, focused on finding solutions, and committed to providing A+ customer service. About the Role - Job Responsibilities Include: Respond, answer, and resolve any customer inquiries and concerns Help customers place orders over the phone; increase revenue through cross-selling and up-selling merchandise Communicate with customers who are experiencing various issues through emails, phone calls, and live chat Develop and maintain a strong knowledge of our clothing and other products, as well as our current promotions Help receive and prepare incoming ecommerce merchandise so that it is shipment-ready for our customers Provide product detail to our Ecommerce team to help improve online product descriptions Communicate clearly with all departments in writing and/or verbally regarding defective and unacceptable merchandise Offer suggestions as needed to improve team processes or efficiencies Respond promptly and accurately to customer inquiries and requests Assist customers with placing, tracking, and returning orders Work with Ecommerce team on related initiatives and activities as needed Qualifications - Candidate Requirements: High school diploma / GED Experience working with Gorgias, AirCall, Shopify and/or similar Ecommerce platforms systems preferred Ability to read, write, and speak in both English and Spanish (bilingual) Self-motivated with the ability to question and learn new tasks quickly Ability to empathize with and prioritize customer needs Ability to determine customer needs and provide appropriate solutions Highly motivated, energetic and upbeat personality Microsoft Office Knowledge - Outlook, Excel, and Word Ability to work independently and with a team Pay range and compensation package - Benefits: 401k plan with partial company match Comprehensive healthcare, dental, and vision plan Clothing discount Voluntary life insurance, as well as short-term and long-term disability policies Voluntary free annual biometric health test Early access to company sample sales Company-sponsored Wellness program Access to free monthly health & mindfulness webinars Seasonal monetary awards for participation in company Fitness Challenges Partial healthcare-subsidized fitness membership to 10,000 gym locations across the country Company-subsidized discounts to theme parks & local attractions, including Disneyland, Knotts Berry Farm, Universal Studios, Legoland, Six Flags, Sea World, and Southern California sports teams; discounts to brands including Vitamix, Sonos, and others
    $28k-35k yearly est. 4d ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Finance service representative job in Camarillo, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-38k yearly est. 8d ago
  • Sales Representative (Bilingual Spanish)

    Charter Spectrum

    Finance service representative job in Anaheim, CA

    This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Sells products and services to customers in assigned non-bulk multi-dwelling units (MDU) areas/properties with 20+ doors through door-to-door solicitation, lobby events, and by building strong relationships with property managers. Major Duties and Responsibilities Actively and consistently support all efforts to simplify and enhance the customer experience Meets established objectives relative to monthly sales goals and increased sales volume and penetration through assigned leads and assigned property portfolio Solicits residential customers through door-to-door solicitation, lobby events, and by building/maintaining strong relationships with property management Generates incremental revenue from existing customers by adding new/additional services Responds to customer problems and complaints according to established company policy; follows through to ensure issues are satisfactorily resolved Maintains a well-informed knowledge base of competitors activities throughout assigned territory; informs manager of any changing competitive pricing programs or marketing directions Attends and actively contributes to sales meetings and training programs Accurately completes all necessary paperwork to support sales activities in a manner consistent with quality control guidelines, including dispositions, sales orders and sales reporting Collect and account for funds and provide receipts according to Company policy and guidelines Required Qualifications Knowledge of cold call sales skills, persuasion, and clear communication skills Ability to travel (including during inclement weather) to and from assigned territories and company facilities using a reliable personal vehicle Ability to work outside for extended periods in any season and/or during inclement weather Familiarity with computer operating systems, a myriad of consumer and commercial communications devices (e.g., PDAs, smartphones, routers, modems, converters, and wireless devices), and computer software applications Valid driver's license with a satisfactory driving record within Company required standards Required Education High School Diploma or equivalent work experience Required Related Work Experience and Number of Years Experience in sales or customer service - 0 to 6 months Preferred Qualifications Knowledge of communications technologies and services, with an emphasis on data networking fundamentals Knowledge of cable or telecommunications services Experience with consumer education of products and services Success in a previous sales position, prospecting or cold calling; direct sales experience is preferred, but not required. Bilingual - Spanish Preferred Related Work Experience and Number of Years Sales or relevant work experience - 1+ Working Conditions Spends approximately 80% of time in outside environment for extended periods of time in any season with potential exposure to inclement weather Must be able to lift 10-20 pounds for 20 - 30 feet (digital boxes, etc.) Exposure to moderate noise levels Must be able to work evenings and weekends Variable hours: may include weekends, holidays, and split days off #LI-NT2 SMD311 2026-68324 2026 Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. The base pay for this position generally is between $33,200.00 and $66,000.00. The actual compensation offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. We comply with local wage minimums and also, certain positions are eligible for additional forms of other incentive-based compensation such as bonuses. In addition, this position has a commission earnings target starting at $45,000. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
    $33.2k-66k yearly 7d ago
  • Part Time Associate Banker Pasadena (30 hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Pasadena, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Pasadena,CA $22.50 - $27.60 / hour
    $22.5-27.6 hourly 60d+ ago
  • Associate - Finance - Banking (Lender Side)

    The Practice Group 4.5company rating

    Finance service representative job in Costa Mesa, CA

    About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets. Always Ahead of the Market We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts. Leveraged Finance Leader Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking. Prowess in Syndicated Lending Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace. Private Credit Pioneer Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through: First and second lien loans Unitranche loans Mezzanine loans Asset-based loans, including first-in last-out (FILO) loans Preferred equity and other junior capital transactions Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters. Excellence Across Syndicated and Private Markets Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties. Built for Complexity Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice is seeking associates with a minimum of 2 years of private credit, acquisition finance or leveraged finance experience to join our cutting edge and constantly growing team. Our clients are arrangers and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance ******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000
    $33k-78k yearly est. Auto-Apply 25d ago
  • Investment Banking Vice President, Media - Los Angeles

    Moelis & Company 4.9company rating

    Finance service representative job in Los Angeles, CA

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $250k yearly Auto-Apply 60d+ ago
  • Investment Grade Credit Trader

    Pacific Asset Management, LLC

    Finance service representative job in Newport Beach, CA

    Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr
    $62k-103k yearly est. 6d ago
  • Route Service Representative - Republic LA

    American Textile Maintenance Co 3.5company rating

    Finance service representative job in Los Angeles, CA

    Compensation: $23 - $26 an hour. About us: We are professional, agile, innovative and our goal is to put our independent, family-owned reputation on the line every day. For 80 years we have served the hospitality and restaurant industries in Southern California. We have earned our reputation for having simply the most professional customer service in textile rentals. Whether it's table linens, uniforms, towels, sheets, or mats, Republic Master Chefs will deliver what you need, when you need it. We understand how busy you are, and that you don't want to worry about your uniform and linen service. We are proud of our role as the best textile service in the southland. And our customers appreciate our high standards of personal, professional service. OUR MISSION STATEMENT To safely and sustainably provide our customers industry leading services through a combination of extraordinary customer service and high-quality, innovative products. Republic Master Chefs has been proudly serving Restaurant Linen & Uniform needs in the Los Angeles Greater Area since 1932. Our work environment includes: Growth opportunities On-the-job training Safe work environment Job Description: The Route Sales position is primarily responsible for customer service as a Route Service Representatives of ATM (Republic), a textile rental service organization focused on hospitality, food & beverage and healthcare related offices and clinics. Utility driver will be driving standard trucks. Continuous training and accountability of the respective route are the key result areas for success. Other responsibilities include resolving issues with customers, offering new product and services promotions, service methods development, assuring effective customer service is provided and participate in the overall development of the Customer Service Team. Works directly with the supervision of the Service Team Leaders and the Customer Service Manager. Requirements: • Understand the products, processes, and capabilities of ATM. • Continuous training programs for all service team members in the following areas: • Communicate efficiently with all pertinent departments. • Be a good listener to the customer and work team. • Flexible to the ever-changing market climate • Understand new products, pricing strategies, and other processes when appropriate. • Maintains and reviews service effectiveness records. • Assures that good housekeeping practices are maintained in service office area and vehicles. • Works with other Team Members to solve mutual problems. • Keep updated Route Notes (Route Notes should be updated every couple of months) • Renew all accounts where agreements are expired (If applicable). • Look for opportunities to grow routes (internally & externally). • Understand and know how to operate vehicle, hand-held device, hand-truck, and other tools for work day • Understand and know how to write an Addendum to Service correctly/Pink Form/Agreement and any other pertaining paperwork to take care of the route. • Responsible and Respectable behaviors to customer and service team since you are a reflection of ATM. • Maintain good housekeeping practices in company vehicles and work area. • Maintain good appearance. For example, grooming habits. Clean shaven or neat facial hair, hats should be worn correctly, black shoes, black socks, and shirts tucked in etc. • Work well with others and have a Teamwork approach. • Maintain a good standing driving record. • Maintain a learning desire on a daily basis. • Must be able to problem solve while at accounts. Education: • High school diploma or equivalent (Preferred) Job Type: Full-time Salary: $23.00 - $26.00 per hour Benefits: 401(k) Dental insurance Health insurance Life insurance Paid training Referral program Retirement plan Vision insurance Schedule: 10 hour shift Day shift Overtime Weekend availability Supplemental pay types: Commission pay Ability to commute/relocate: Los Angeles, CA 90007: Reliably commute or planning to relocate before starting work (Required) Experience: Sales: 1 year (Preferred) Driving Experience: 5 years (Preferred) Customer service: 1 year (Preferred) License/Certification: Driver's License (Required) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $23-26 hourly 4d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance service representative job in Camarillo, CA

    Camarillo, California;Oxnard, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $32k-38k yearly est. 7d ago
  • Part Time Associate Banker Pasadena (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Pasadena, CA

    JobID: 210629017 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Pasadena,CA $22.50-$27.60 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $27k-51k yearly est. Auto-Apply 10d ago
  • Investment Banking Vice President, Media - Los Angeles

    Moelis 4.9company rating

    Finance service representative job in Los Angeles, CA

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: * Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations * Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections * Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services * Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector * Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: * Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level * Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector * Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills * Ability to effectively adapt to and address changing client and firm needs Education: * An MBA from a top-tier business school or equivalent investment banking experience * Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $250k yearly Auto-Apply 60d+ ago
  • Route Service Representative - Medico Long Angeles

    American Textile Maintenance Co 3.5company rating

    Finance service representative job in Los Angeles, CA

    We are Southern California's leader in uniform and linen services - family owned and operated since 1932. Our proud heritage of quality service started 89 years ago, and the operation has remained in the family ever since for 4 generations. Medico Professional Linen Service is a uniform and linen service specializing in private practice and medical clinic businesses in the Southern California area. This operation is the largest linen and uniform service specializing in this niche in the United States and is now being mirrored by our industry peers in other regions of the country. Our values of team work, quality, and service have been at the heart of what we do and have strengthened our brands and business relationships. The Route Representative is responsible for servicing the accounts of Medico Professional Linen. Medico Professional Linen Service is a textile rental service organization. Primary responsibility is the customer service of existing and new accounts. If you are career minded and growth-oriented and have aspirations to work for a company that is the leader in quality and service in its industry, then this position is for you. This position is responsible for servicing a broad range of customer accounts. Skills and Abilities: Must have the ability to communicate effectively both verbally and in writing. Required to maintain an eligible driving record. Preferred knowledge and understanding of linen industry. Knowledge and understanding of maintaining route books, route billing and codes. Knowledge and understanding of operating a hand held device. Ability to work well with others and problem solving customer concerns onsite. Must have a professional manner and appearance. Must have exceptional organization and customer service abilities. Must have the ability to learn and participate in group training sessions. Computer literate. Position includes required ability to lift more than 30lbs and required ability to stand and walk for eight or more hours per day. Education: Must have a high school diploma or GED equivalent. Experience: Must have an eligible driving record with at least 5 years driving experience. Class A Drivers preferred. Benefits: Hourly Wage Pension Plan Comprehensive Insurance Program Paid Holidays and Vacation Serious Applicants only! Job Type: Full-time Salary: $23.00 - $26.00 per hour (Class C) $25.00 - $28.00 per hour - Class A Benefits: Dental insurance Health insurance Paid time off Vision insurance Schedule: 10 or 8 hour shift Monday to Friday Must be available weekends Work Location: In person American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $23-26 hourly 4d ago
  • Relationship Banker -Ontario Market

    Bank of America Corporation 4.7company rating

    Finance service representative job in La Verne, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-37k yearly est. 4d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Hermosa Beach, CA?

The average finance service representative in Hermosa Beach, CA earns between $27,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Hermosa Beach, CA

$42,000
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