8 jobs found in San Francisco, CA

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond for...

Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience,...

Redwood Credit Union Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions. Key Responsibilities Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers. o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance o Provide basic level technical support of our online and Mobile banking platforms o Deliver excellent Member service by...

Redwood Credit Union Redwood Credit Union is seeking an Investment Representative who will be focused on virtual channels such as the Member Service Center [MSC], online communications, "house" accounts and other non-in-person channels, serve team members, Member-clients, and Member-prospects by assessing their financial goals, needs, and objectives and providing them with exceptional personalized service and investment products. Key Responsibilities o Identify and evaluate Member and team member needs for financial services, assess the objectives and goals of the individual, and develop an investment strategy to implement. o Proactively market and support all aspects assigned. o Identify and develop relationships with Wholesalers. o Identify and develop relationships with assigned departments and/or teams. o Keep current on investment products and services offered. o Identify and refer Members requiring in-person or more complex services to the appropriate Advisors....

Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding...

Redwood Credit Union Redwood Credit Union is looking for an IT Specialist III, who will be the technical lead that ensures the confidentiality, availability and integrity of computing systems within the organization. This is a Certified A+ and MCP professional who provides advanced computer and network operations support and provides second tier support of desktop and network equipment. The specialist provides superior customer service that meets the RCU service standards and values to employees of Redwood Credit Union. The specialist performs and prioritizes the technology support and administration functions necessary to maintain service. Key Responsibilities Computer and Network Operations: * Develop, maintain and follow department operations for Server and virtualized systems, network, storage, backup, and phone environments as assigned. * Perform log and system management reviews as well as operations and administration on all systems. * Provide advanced skills...

Redwood Credit Union Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Key Responsibilities Service: * Provide exceptional customer service to all internal and external customers. * Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. * Quote and bind new policies from leads or from existing insurance book. *...