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  • Senior Crypto Credit Trader - Growth & Strategy

    P2P 3.2company rating

    Finance service representative job in San Francisco, CA

    A leading crypto solutions provider is seeking a Senior Credit Trader in San Francisco, California. This role requires deep expertise in credit markets and proven success in financial analysis and trading. The successful candidate will lead strategic initiatives to drive growth and collaborate with stakeholders. The expected base pay ranges from $162,000 to $219,000, plus performance bonuses and equity options, influenced by location and experience. #J-18808-Ljbffr
    $162k-219k yearly 2d ago
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  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in San Francisco, CA

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 3d ago
  • Strategic Finance Associate - GTM

    Ziphq, Inc.

    Finance service representative job in San Francisco, CA

    The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across the Sales, Marketing, and G&A functions. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders SQL proficiency and experience using BI dashboard tools strongly preferred Experience in strategic finance at a high-growth technology company is a plus The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We re looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
    $120k-160k yearly 4d ago
  • In-Office R&D Finance Strategy Associate

    Rippling

    Finance service representative job in San Francisco, CA

    A leading HR and IT solutions provider in San Francisco is looking for a Strategic Finance Associate to support R&D teams. You'll be involved in financial modeling, supporting monthly closes, and preparing materials for executive reviews. Ideal candidates will have over 4 years of finance experience, particularly in high-growth tech environments. This in-office role offers a competitive salary, benefits, and equity, with pay ranging from $96,000 to $160,000 annually, depending on experience. #J-18808-Ljbffr
    $96k-160k yearly 3d ago
  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Finance service representative job in Palo Alto, CA

    A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr
    $200k-300k yearly 5d ago
  • Strategic Finance Associate

    Mercor, Inc.

    Finance service representative job in San Francisco, CA

    About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters. About The Role As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We're Looking For 2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company. Strong analytical and modeling skills, with comfort working with incomplete or complex data. High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment. Clear communicator and cross‑functional partner who can synthesize insights and influence decisions. Process‑oriented and adaptable, with interest in building and improving systems and workflows. #J-18808-Ljbffr
    $53k-104k yearly est. 1d ago
  • Housing Public Finance Associate Director - Americas

    S&P Global 4.3company rating

    Finance service representative job in San Francisco, CA

    A leading financial services company is seeking an Associate Director for the Americas Public Finance, Housing team. Responsible for leading housing credit analysis and mentoring junior analysts, the ideal candidate will have over 4 years of experience in public finance. This position requires strong communication skills and expertise in affordable housing markets. The anticipated salary range is $120,000 to $158,000, and the role requires a minimum of 2 days in the office per week. #J-18808-Ljbffr
    $120k-158k yearly 2d ago
  • U.S. Associate - Financial Services

    Lek 4.2company rating

    Finance service representative job in San Francisco, CA

    Boston, Chicago, New York, San Francisco U.S. Associate - Financial Services L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement. Company Description L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com. Job Description If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role. While casework varies every day, FS Associates' primary responsibilities typically include: Conducting primary and secondary research on clients' markets, customers, and competitors Performing rigorous analysis to drive insights and actionable recommendations Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms. In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance. Click here for more on the Associate experience at L.E.K. Why L.E.K.? Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients. Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen. Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more. International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program. Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development. Qualifications and Experience Needed A bachelor's degree from a renowned school with outstanding academic achievement Exceptional analytical and problem‑solving skills Strong verbal and written communication skills Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment Enthusiasm, resilience, and a desire to continuously learn and grow L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits. Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization. L.E.K Consulting is an Equal Opportunity Employer. #J-18808-Ljbffr
    $95k yearly 2d ago
  • Customer Service Representative

    Accede Solutions Inc.

    Finance service representative job in Oakland, CA

    Customer Service Specialist I Duration: 6 Months (Possible Extension) About the Role We are seeking a Customer Service Specialist I to join our Unified Contact Center team. This role is responsible for providing outstanding customer service while handling inbound and outbound calls, including but not limited to authorizations, referrals, access to care, claims, eligibility, and benefits. The representative will serve as the first point of contact for patients, members, health plans, and providers, ensuring accurate information, timely resolution, and compassionate support. You will focus on: Handling Inquiries: Responding to customer inquiries and complaints via phone, email, or other communication channels. Problem Resolution: Clarifying customer issues, determining the cause, selecting the best solutions, and following up to ensure resolution Professionalism: Maintaining a high level of professionalism and establishing a positive rapport with customers Updating Records: Updating member information in Epic during and after each interaction. Healthcare Knowledge: Staying informed about IPA services, healthcare policies, and procedures. Escalation: Identifying and escalating complex issues to supervisors or relevant Departments. Training Participation: Participating in training sessions to improve knowledge of healthcare services and customer service skills. Member/Provider Engagement: Building sustainable relationships and trust with the callers through open and interactive communication. Access to Care: Assisting with providing locations of services for members, such as ancillary providers, and providing information on healthcare plans. Compliance: Ensuring compliance with healthcare regulations and IPA policies The Skills, Experience & Education: Knowledge of medical and health insurance terminology. Knowledge of Medicare, Medicaid, and commercial insurance. Ability to multitask in a fast-paced call center environment. Strong customer service skills with the ability to handle sensitive and complex inquiries. Clear communication skills to explain insurance and medical processes in simple terms. 2 years of experience with medical billing and coding (CPT, ICD-10) and insurance processes. 2 years of prior experience in a medical call center or healthcare customer service role highly desirable. Technical Skills: Proficiency with Epic electronic medical records system for patient data and scheduling. Experience using RingCentral for call management, routing, and communication. Strong technical proficiency with CRM systems, EMR platforms, and insurance portals. Familiarity with Athenahealth (Athena) billing system for claims and billing functions. Preferred Qualifications Bilingual skills (Spanish/English or other languages) to better serve diverse patient populations. Prior experience with medical billing, coding, claims processing, authorizations, eligibility, benefits, and referrals in a healthcare setting. Understanding call center performance metrics (average handle time, first call resolution, call quality). Education: High School Diploma or GED
    $32k-42k yearly est. 2d ago
  • Customer Service Representative - State Farm Agent Team Member

    Carlos Marron-State Farm Agent

    Finance service representative job in Redwood City, CA

    Benefits: 401(k) Opportunity for advancement Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. As an Agent Team Member, you will receive... Hourly pay Growth potential/Opportunity for advancement within my agency Requirements Dedicated to customer service Experience in a variety of computer applications, particularly Windows Ability to multi-task If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    $32k-42k yearly est. 2d ago
  • Customer Service Representative

    Apoyo Financiero Inc.

    Finance service representative job in Stockton, CA

    Apoyo Financiero is a fast-growing specialty lender serving underbanked communities across California. We have served over 30,000 clients, funded more than $300 million in loans, and operate through 26+ offices with 140+ employees. Our mission is to improve the lives of our clients, employees, and the communities we serve by providing access to fair credit and a pathway into the formal financial economy. Our success is driven by our people. We are committed to fostering professional growth through training, clear internal career pathways, and opportunities for advancement. 98% of our leadership roles are filled internally, reflecting our long-term investment in our team members. Apoyo Financiero operates within one of the most highly regulated financial and labor environments in the United States-California. We are subject to oversight by federal and state regulatory agencies, including the California Department of Financial Protection and Innovation (DFPI), reinforcing our commitment to transparency, accountability, and responsible business practices. We are also a certified Community Development Financial Institution (CDFI)-one of only 117 CDFIs in California-a designation that recognizes our commitment to responsibly serving the underbanked Hispanic community through fair, transparent, and ethical lending practices. In addition, we maintain strong Wage and Hour compliance standards, supported by company-wide training, clear timekeeping practices, and ongoing education aligned with California labor regulations. We believe fair pay and respect for employees' time are fundamental to a healthy and respectful workplace. Employees at Apoyo Financiero can expect a professional environment built on integrity, accountability, teamwork, and respect-where doing things the right way is part of who we are. THE OPPORTUNITY We are seeking success driven customer service team players. If you have a passion for financial and lending services and working with the public, we would like to offer you the needed training for your professional growth in the lending industry. Our goals are achievable and we'll give you all of the training required to know what to do. We work hard but have fun, so if you're resilient, a self-starter and able to build rapport, we'd love to hear from you. This is not a remote offer position. Your role: Meet the company sales goals by making our company known, sell our products and get prospects in influence of the Branch. Customize financial solutions that meet clients needs and financial goals. Appropriately apply all available collection procedures and payment alternatives to minimize delinquency and credit losses. GENERAL REQUIREMENTS (Our ideal candidate) Experience in sales and collections preferred. Minimum 1 year of customer service experience, (Retail, Sales, Financial Services). Service-oriented and able to resolve customer grievances. Strong phone presence and experience dialing multiple calls per day Bilingual (English/Spanish). Numeric data skills and accuracy with computer (typing speed 40 wpm minimum). Self-motivated and a strong desire for professional growth Open to receive constant feedback and willing to become an expert on credit business. High School diploma or College preferred. BENEFITS The base hourly rate for this position is $19.00 - $20.00. The hourly range is specific to the location of this job posting, and according to education level and experience level. Medical benefits. 401(K) Retirement plan. Generous PTO paid holidays paid sick days paid bereavement days for direct family members paid vacation days An inspiring career path that will benefit you, your family and your community. Growth and training career opportunities into leadership roles. $350 Employee Referral Bonus POSITION Non Exempt Positions. Two days off per week including Sundays. This is not a remote position offer We are an Equal Opportunity Employer Apoyo Financiero participates in the Internet-based employment eligibility verification system E-Verify operated by the U.S. Citizenship and Immigration Services. We're committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
    $19-20 hourly 2d ago
  • Customer Service Representative

    Appleone 4.3company rating

    Finance service representative job in Fremont, CA

    We are seeking a friendly, detail-oriented Bilingual Customer Service Representative (English/Spanish) to support members and providers with questions related to health and wellness benefit claims. This role serves as a key point of contact, ensuring accurate information, timely resolution, and a positive customer experience while upholding compliance and service standards. Key Responsibilities Respond to inbound phone calls, emails, and/or portal inquiries from members and providers in English and Spanish Answer questions related to health and wellness benefit claims, eligibility, coverage, and plan provisions Research and explain claim status, payments, denials, and required documentation Accurately document all interactions in claims and customer service systems Coordinate with internal departments (claims processing, eligibility, billing) to resolve issues Educate members on benefit usage and claims procedures in a clear, empathetic manner Adhere to HIPAA, company policies, and service-level standards Escalate complex or unresolved issues as appropriate Required Qualifications Fluent in English and Spanish (spoken and written) High school diploma or equivalent (Associate's degree or higher preferred) 1+ year of customer service experience (healthcare, insurance, or benefits experience a plus) Strong verbal communication and active listening skills Basic computer proficiency and ability to navigate multiple systems Strong attention to detail and problem-solving skills Ability to handle sensitive information with professionalism and confidentiality Preferred Qualifications Experience working with health insurance, TPA, or wellness benefit claims Familiarity with medical terminology and explanation of benefits (EOBs) Call center or member services experience Skills & Competencies Customer-focused mindset Clear and professional communication Time management and organization Empathy and patience when handling member concerns Ability to work independently and as part of a team For immediate consideration apply today. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
    $31k-38k yearly est. 2d ago
  • Strategic Finance Associate

    Reflection 3.9company rating

    Finance service representative job in San Francisco, CA

    Our Mission Reflection's mission is to build open superintelligence and make it accessible to all. We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond. Role Overview We're looking for a Strategic Finance Associate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes. What You'll Do Own and refine our financial model and forecasts for leadership and external parties (e.g. investors) Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc Uplevel our governance and administration of employee expense programs and AP across our US and UK entities Run cash positioning and treasury reporting Coordinate outsourced partners for monthly close and bookkeeping Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale What We're Looking For 2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar Deep experience with financial modelling, and accounting literacy Exceptional communication and relationship management skills across varied stakeholders Ability to navigate ambiguity, take initiative, and operate independently Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions A genuine interest in Reflection's mission and the evolving AI ecosystem What We Offer: We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models. We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported. Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally. Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance. Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning. Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time. Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations. #J-18808-Ljbffr
    $45k-77k yearly est. 4d ago
  • Customer Service Represenative

    Caliber Collision Repair Services 3.7company rating

    Finance service representative job in Stockton, 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, Service, Business Operations, Retail, Customer
    $33k-42k yearly est. 1d ago
  • Architectural & Design Sales Representative

    Tile Club

    Finance service representative job in San Francisco, CA

    Architectural & Design Sales Representative - San Francisco Bay Area (Remote) Job Type: Full-time Compensation: $90K-150K (Base + Commission + Performance Bonuses) Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy A&D Sales professional to join our expanding team in the San Francisco Bay Area. Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience. As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale. This is your opportunity to join a high-energy, design-forward team with room to grow. What You'll Do As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the region. Key Responsibilities: Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers. Generate sales growth through strategic outreach, in-person meetings, and virtual presentations. Influence early-stage project specifications with Tile Club's unique product offerings. Provide expert consultation on tile, stone, and surface products to meet project requirements. Maintain and grow relationships with an existing book of business while actively pursuing new accounts. Conduct in-office presentations and CEU events for A&D firms. Manage and maintain product sample libraries at design and architecture firms. Monitor competitive activity and market trends to support strategic selling. Provide daily reports, maintain project files, and participate in weekly team meetings. Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin. What We're Looking For Qualifications: 5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry. Established network of architects and designers within the San Francisco Bay Areamarket. Strong technical understanding of hard surface materials and their applications. Comfortable leading presentations, product knowledge sessions, and trade shows. Active industry memberships (IIDA, ASID, AIA, CSI) are a plus. Skills & Competencies: Energetic self-starter with a passion for design and architecture. Strong communication, presentation, and relationship-building skills. Ability to self-source leads through a combination of cold calling and networking Detail-oriented, organized, and able to manage multiple ongoing projects. Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.). Proficiency in and ability to learn new CRM systems. Strong work ethic with a drive to succeed Proven outside or field sales experience with a track record of hitting or exceeding sales goals. Ability to lift and transport tile samples (up to 40 lbs). Valid driver's license and ability to travel What We Offer Compensation & Benefits: Competitive base salary + uncapped commission + performance bonuses Health, dental, vision, and disability insurance Paid time off (vacation, sick leave) Expenses Reimbursement (gas, cell phone, travel, etc) Employee discounts on products Opportunities for professional development and industry networking Work Schedule: Full-time | Monday-Friday 8-hour shifts Primarily on the road with occasional remote/office work Apply If You Are: A proven sales professional in the A&D or building materials industry Passionate about design, detail, and relationship-based selling Ready to work with a fast-paced, innovative team and leave your mark on exciting projects Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined. To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.
    $43k-80k yearly est. 2d ago
  • Customer Service and Support Representative - II

    Avidex Industries LLC 3.8company rating

    Finance service representative job in Fremont, CA

    The Customer Service and Support Representative - II is responsible for providing operational support for the Managed Services department and its customers. This role identifies, researches, and resolves technical problems for customers with accounts. You will be responding to email and phone support requests, as well as documenting, monitoring, and tracking service requests to ensure timely resolutions. This person has knowledge of managing services help desk procedures and best practices. Skills & Core Strengths Help Desk Support Technical Customer Support Service Ticketing Systems CRM Systems Managed Services AV/IT Support Hardware Troubleshooting Microsoft Office Phone and Email Support Case Management Vendor Coordination RMA Processing Service Documentation Customer Service Problem Solving Time Management Multitasking Verbal and Written Communication Attention to Detail What You'll Do Represent our company values while providing our customers with Help Desk support Provide Help Desk support per department process workflow and management Provide case management including opening, notating, tracking, updating, and reporting on service tickets and work orders Assure parts and equipment repairs are processed accurately and in a timely manner Coordinate with vendors for orders, repairs, RMAs, and return status Facilitate subcontractor estimates, quotes, purchase order requests, and invoice processing Review and submit sub-contractor invoices to management for approval Process equipment returns and assist with advanced replacements Escalate all unresolved repair problems to management What We're Looking for High School Diploma or GED Associate degree is preferred 2+ years in a Help Desk support position or a similar job role An AVIXA CTS certification is preferred Good computer skills including proficiency using Microsoft Office and a PDF editor are required Customer relationship management (CRM) and service ticketing software experience preferred Must possess good customer service, problem-solving, and time-management skills, and be able to prioritize and organize workloads for effective implementation Must be able to work successfully in a fast-paced and multitasking environment Must have good verbal, written, and listening communication skills Must be able to effectively oversee stressful situations in a calm and professional manner This position is designated as on-site. Reasonable accommodations will be provided as required by law. Who we Are: Avidex stands as a leading force in the audiovisual and IT integration industry, celebrated for delivering cutting-edge solutions to a diverse clientele. Our fundamental principles center on an unwavering commitment to excellence, profound technical expertise, and an entrepreneurial spirit that defines our unique identity. In our continuous journey of expansion, we are actively seeking an exceptionally skilled CustomerService and Support Representative - II to play a pivotal role within our Service team. This critical position is perfect for individuals who are well-organized, personable, responsible, adept at multitasking, detail-oriented, clear communicators, and dedicated to providing excellent customer support. A robust background in electronics, computers, and audiovisual industry best practices is a prerequisite for success in this role. What we Offer: Competitive compensation plan Full medical, dental and vision benefits 401(k) with employer match 120 hours of PTO (accrued) 10 paid holidays. 8 hours to volunteer on your favorite cause Tuition reimbursement Career and personal development opportunities Avidex is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or status as a protected veteran. We are committed to providing a workplace that is free from discrimination, harassment, and where all employees are treated with respect and dignity. We believe that diverse perspectives enhance our organization and contribute to innovation, collaboration, and overall success.
    $33k-42k yearly est. 2d ago
  • Relationship Banker - Concord Area

    Bank of America 4.7company rating

    Finance service representative job in Concord, CA

    Concord, 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. ****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.**** 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's Degree such as business management, business administration or finance + Language Spanish preferred **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_ **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. 5d ago
  • Digital-First Client Relationship Banker

    U.S. Bank 4.6company rating

    Finance service representative job in San Francisco, CA

    A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions. #J-18808-Ljbffr
    $32k-38k yearly est. 3d ago
  • In-Home Sales Representative

    BCI Acrylic Independent Dealers

    Finance service representative job in San Francisco, CA

    Transforming Baths with Style, Affordability, and Quality At Bath Concepts Independent Dealers, we're redefining the way homeowners approach bath remodeling. Offering stylish, cost-effective, and low-maintenance bath solutions, we cater to a wide range of needs - including accessibility requirements. Born out of a desire to offer superior quality and craftsmanship that was lacking in the marketplace, we've earned an outstanding reputation for excellence. Now, we're looking for passionate individuals to help us extend that reputation into the homes of more families. About the Role: As an In-Home Sales Representative, you'll be the face of our company, meeting with pre-qualified homeowners and offering innovative solutions that fit their vision. This is an exciting outside sales position, where you'll use cutting-edge technology to design and sell high-quality bath products. Your Responsibilities: • Present our proprietary sales presentation to homeowners using an iPad • Participate in ongoing weekly sales training to continuously hone your skills • Use our intuitive software to design customized bath solutions • Deliver pricing and close sales consistently What We're Looking For: • Strong interpersonal, organizational, and communication skills • Prior in-home sales experience, and experience in the home remodeling industry is a plus • Must have reliable transportation and be local to the area • Confidence and poise in public speaking and presentations • Ambitious, self-motivated, and disciplined approach to work • Independent, goal-oriented attitude with the ability to thrive in a dynamic sales environment • Outgoing, articulate personality that excels in social settings This is a commission-based position with unlimited earning potential. Your earnings are determined by your performance and experience. This position is ideal for someone who wants a flexible schedule and is money-motivated. If you're passionate about helping homeowners transform their spaces with top-tier products, we'd love to hear from you!
    $43k-80k yearly est. 2d ago
  • Client Service Representative III

    United Business Bank 4.2company rating

    Finance service representative job in Mountain View, CA

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities. The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent. Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations. Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $33k-37k yearly est. 6d ago

Learn more about finance service representative jobs

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

The average finance service representative in Pittsburg, CA earns between $27,000 and $65,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Pittsburg, CA

$42,000

What are the biggest employers of Finance Service Representatives in Pittsburg, CA?

The biggest employers of Finance Service Representatives in Pittsburg, CA are:
  1. Travis Credit Union
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