83 Results for

Financial Services Representative Jobs in Riverside, CA

Jobs

New!

Orange, CA5 days ago

$40,000–$48,000 Per Year

Coordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

Irvine, CA13 days ago

$40,000–$50,000 Per Year

We reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.

New!

Moreno Valley, CA6 days ago

Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.

Laguna Woods, California30+ days ago

$23.11–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Moreno Valley, CA30+ days ago

Remote

If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

Ontario, CA13 days ago

$16.90–$16.90

This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.

Santa Ana, CA7 days ago

$56,160–$58,240

Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Santa Ana, CA. Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create clear technical documentation tailored to client specification.

New!

San Bernardino, CA6 days ago

Works under the supervision of the area supervisor to manage patient check-in and check-out duties, greets patients, answers phones, verification of patient demographic information, determine the correct insurance attach to visit, collects appropriate documentations, collects copays, post all patients charges and cashiering processes within policy, appointment scheduling and assigned clerical responsibilities. Industry Leading PTO Accrual (accrued per pay period) |Sick Leave |Paid Holidays| Paid Jury Duty, Bereavement |SAC Health Covers approximately 85% of Team Member health premium costs (may vary w/benefit plan selection) |Retirement - up to 8% employer contribution | Continuing Education and Learning Benefits |Annual Mission Tripand much more!

New!

Newport Beach, California5 days ago

$20–$27 Per Hour

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Riverside, California30+ days ago

$70,000–$125,000 Per Year

Founded in 1919, Quinn Company is a full‑service Caterpillar dealership providing sales, service, and rentals of new and used construction, agricultural, and material handling equipment, as well as diesel and natural gas engines. This role focuses on developing customer relationships, identifying new opportunities at job sites, and promoting Quinn’s rental equipment and services while maintaining profitability and fleet utilization goals.

ONTARIO, California30+ days ago

Organization : Name: ONTARIO CA Default: Location : City: ONTARIO Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

New!

Irvine, California5 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Rancho Cucamonga, CA26 days ago

$30,000–$60,000 Per Year

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

Lake Elsinore, CA22 days ago

$21.50–$22 Per Hour

For over 50 years, we’ve been a leader in the community clinic movement, growing from a small volunteer-driven effort in Vista to a nationally recognized network of state-of-the-art clinics across San Diego, Orange, Los Angeles, and Riverside counties. • Winner of the 2025 HRSA Gold Medal for Outstanding Care, placing VCC among the top 10% of Federally Qualified Health Centers in the U.S. • Recognized by HRSA as a National Quality Leader in Behavioral Health and Diabetes and for excellence in Preventive Health and Health IT.

Rancho Santa Margarita, CA15 days ago

Remote

$26–$31.59 Per Hour

To review US Alliance Group Inc.’s CCPA Employee Notice, please copy and paste the following link into your web browser: https://checkpoint.url-protection.com/v1/r01/url?o=https%3A//usag-inc.com/ccpa-employee-notice/&g=NzI2YWRlZmFiZGI1Y2MzYg==&h=ZDFjYTNlZmU1NTgzMzM5NDkxMDA2MWYyNjYzN2E2YjIyZDI1NWZmMTJlZmJmZGQ5MWNmOTczYjUxMjNkNzg5Yw==&p=Y3AxOnVzYWxsaWFuY2Vncm91cGluYzpjOm86M2Q2ZWRkYjMwYjAyNzk4MGRlYTFiYmEwNGQwNWRhODY6Nzp0OlQ=. From credit and debit card processing to ACH transfers, gift cards, ATMs, merchant cash advances, consumer lending, and beyond, USAG provides seamless, secure, and cost-effective solutions that empower businesses of all sizes to increase their cash flow, optimize their operations, and enhance their customer convenience.

Montclair, California8 days ago

Fullerton, California14 days ago

Moreno Valley, CA30+ days ago

Full-time

What we desire in a candidate: self-motivation, proven leadership abilities, a customer service attitude, integrity, a desire for professional development, a willingness to learn, and exceptional people skills. The role of a customer service benefits coordinator is to simply educate these members who request information about the benefits that are available to them through their union affiliation.

loma linda, CA30+ days ago

Remote

Full-time

What we desire in a candidate: self-motivation, proven leadership abilities, a customer service attitude, integrity, a desire for professional development and growth, a willingness to learn, and exceptional people skills. Working with police departments, firefighters, teachers, postal workers and other labor unions as well.

Brea, CA30+ days ago

Full-time

Irvine, CA21 days ago

Full-time

CS Account managers work with internal and external departments to ensure that client needs are understood and satisfied as quickly and effectively as possible to develop and maintain a strong and positive relationship. Act as a liaison between the client and departments within the organization to convey information, ensure understanding, and make certain all steps in the client journey are completed in an accurate & timely manner .

Irvine, CA30+ days ago

Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. Why CBRE: When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive.

Rancho Cucamonga, CA30+ days ago

Full-time

The primary responsibility of this position will provide key financial support to the plant including annual budget, monthly forecast, weekly flash, month-end close, monthly financial reporting, ad-hoc business financial analysis, internal control testing and compliance. Reviews, analyzes, and reports monthly manufacturing variances and plant expenses that can significantly impact job costing such as raw material alloy purchases, alloy inventory, and cost of production labor, outplant, qualification and development, research and development and other indirect costs.

March Air Reserve Base, CA27 days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

New!

Santa Ana, California4 days ago

$18.44–$23.97 Per Hour

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products. Employee must be able to perform the essential duties/functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential duties/functions of their job, absent undue hardship.

Foothill Ranch, CA30+ days ago

If you are currently an employee of Herc Rentals, please apply using this link: _Herc Employee Career Portal (https://performancemanager4.successfactors.com/sf/careers/jobsearch?bplte_company=hercrental&_s.crb=1vzawZHP23EM4ncylkxJuws98oCREXt5QR31bzyGQAI%253d)_. As a member of the Central Ordering Team, the Inside Sales Representative will assist outside sales to drive incremental revenue growth, improve overall sales productivity, and generate new account penetration through the initiation of the sales cycle.

Irvine, CA30+ days ago

$150,000–$260,000 Per Year

The Business Development Representative is responsible for generating new leads and attracting clients by arranging meetings with prospects, conducting research and analyzing business opportunities. Generate new leads and identify prospects via cold calling/emailing, email campaigns, LinkedIn, networking events, & tradeshows.

Irvine, CA17 days ago

$19–$21 Per Hour
Full-time

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. Job Overview: The Financial Records Coordinator interacts with accounting staff/teams, community managers, CPAs and other management companies to compile, provide, or distribute financial documents or reports under a variety of circumstances.

New!

Corona, California5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Laguna Hills, CA18 days ago

$19.70–$23.17 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Irvine, CA30+ days ago

We are looking for a highly motivated, detail-oriented, empathetic, tech-savvy Support Representative (with bilingual Spanish skills a strong plus) to help support our Customer Service team. This role is responsible for delivering timely and effective assistance to customers by resolving inquiries, troubleshooting product or service issues, and ensuring a positive customer experience.

Rancho Cucamonga, California19 days ago

By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance. The Company's cloud-based, software as a service ("SaaS") platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles.

Laguna Hills, CA30+ days ago

A temporary Registration Representative – Administrative is needed to support patient registration and pre-registration processes within an outpatient services department. This role is responsible for accurately collecting and verifying patient demographic and insurance information to ensure proper identification and billing.

Irvine, California30+ days ago

$24–$24 Per Hour

CRM Management & Administrative Support: Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM). The Call Center Representative plays a critical role in delivering exceptional service to our clients calling in and ensuring that their needs are met with precision and professionalism.

Irvine, CA12 days ago

$20–$21 Per Hour
Full-time

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. This position is a critical and integrated member of the Accounting team and a successful candidate will have previous related accounting experience and the ability to function effectively in a fast paced, high transaction processing environment.

Riverside, CA, CA30+ days ago

About the Role: Join our team as a Mid to Senior Level Commercial Door Installer and become a vital part of our company's mission to provide top-notch industrial door and loading dock equipment services. As a representative of our company, you will be the primary point of contact at job sites throughout the Southwest Region, including Orange County, LA County, Riverside County, San Bernardino County, and San Diego County.

New!

Rancho Santa Margarita, CA1 day ago

Remote

$26–$31.59 Per Hour

Colton, CA14 days ago

$39,000–$59,500 Per Year

Plus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.

New!

Irvine, CA6 days ago

This is a performance-driven role with clearly defined KPIs and expectations; compensation is hourly and not commission-based, providing stability while reinforcing consistent performance and contribution to team outcomes. Consistently meet or exceed defined KPIs, including outreach activity, scheduled interviews, follow-ups, and enrollments.

Riverside, CA30+ days ago

Current Home, a Southern California-based solar energy company, top-ranked by its employees and by its customers in reviews at Yelp, Google, and BBB, is starting to make some BIG waves in Florida. Current Home Solar has spent the last 5+ years helping homeowners in Florida and California make the smart choice of switching to renewable energy.

New!

Rancho Cucamonga, CA6 days ago

$30,000–$100,000 Per Year

We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people???s lives.

New!

Montclair, CA6 days ago

$40,000–$120,000 Per Year

Riverside, California30+ days ago

$60,000–$100,000 Per Year

You can count on a career with the Best in Pests where you’ll work alongside a team that values safety, professionalism, empathy, integrity and innovation in pursuit of our mission to deliver the peace of mind only an Orkin Pro can provide. Serve as an empathetic problem solver for customers by utilizing the in-depth training provided to recommend the best innovative overall pest solution for each customer's needs.

Irvine, CA30+ days ago

$65,000–$90,000 Per Year

Diversity, Equity & Inclusion: Commitment to diversity, equity, and inclusion through initiatives like Diversity Day (paid leave to observe a holiday or cultural celebration of your choice) Employee Resource Groups (Racial Equity, Gender Equity, LGBTQ2IA+, Accessibility, Environmental Justice), DEI education initiatives, and equitable practices, including regular equity assessments and inclusive recruitment protocols. Paid Time Off: A comprehensive time off package, including up to 15 vacation days (prorated upon hire and increasing to 20 days after 2 years of employment), 5 sick days, 3 personal days, 1 Diversity Day, 1 Volunteer Day, and 8 recognized holidays annually.

New!

Riverside, CA2 days ago

$75,000–$85,000 Per Year

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

Rancho Cucamonga, CA30+ days ago

Many of our top-performing agents started with no background in sales or insurance — now they lead teams, earn competitive income, and find fulfillment knowing they help families secure financial protection that truly matters. If you're ready to start a career where you can grow professionally, earn competitive pay, and make a meaningful difference for families every day, we encourage you to apply.

Corona, CA30+ days ago

Our Insurance Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Irvine, CA30+ days ago

This role will assist with cybersecurity events and trade shows, help research and approach new targets and revenue opportunities in the marketplace, and help drive overall brand recognition of Proficio through an active social media presence. The Inside Sales & Marketing Representative is a dual role that works with closely with our field sales team to both generate leads and social media posts in direction correlation with territory growth strategies.

Riverside, California30+ days ago

Overview: Patient Access Representative demonstrates the ability to accurately input demographic and insurance information for patients admitted to the Hospital, Emergency Department and Outpatient Departments. Communicate with multiple departments, including outside physician offices, collection of deposits, co-pays and balances.

Irvine, CA30+ days ago

The ideal candidate has hands-on experience in the pharmacy industry, retail pharmacy operations, and pharmaceutical product sales, and understands how to turn pharmacy operations into a high-performing revenue center. This individual will play a key role in helping BaRupOn increase pharmacy sales, improve drug inventory strategy, expand digital pharmacy distribution, and maximize profitability.

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Financial Services Representative Jobs in Riverside, CA

Jobs

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemSHARP HEALTHCARE

Title Sales RepresentativeLennar Corporation

Pharmaceutical Field Sales RepresentativeInizio Engage

Bank Financial Services Representative (Personal Banker)First Citizens Bank

Entry Level Remote Financial Services RepPrimerica - Karina Mendoza

Financial Services ManagerPenske Honda Ontario

Client Services Account RepresentativeFinancial Statement Services, Inc

Patient Services Representative (PSR)SAC Health

Bank Sales & Service Representative (Universal Banker)First Citizens Bank

Sales Representative - Rental ServicesQuinn Company

Financial RepresentativeWestern & Southern Life

College Financial Representative, Internship ProgramNorthwestern Mutual

Licensed Bilingual Customer Service RepresentativeAlsop & Associates Insurance Agency

Patient Services RepresentativeVista Community Clinic

Customer Service/Technical Support Representative (Not Remote)US ALLIANCE GROUP INC

Customer Service RepresentativeCommunity Choice Financial Family of Brands

Customer Service Representative (Bilingual)Community Choice Financial Family of Brands

Union Benefits Customer Service RepresentativeMorphius Corp

Customer Service Representative ( REMOTE WORK )Morphius Corp

Customer Service RepresentativeMorphius Corp

Customer Service RepresentativeAlleviate

Client Services CoordinatorCBRE

Senior Financial AnalystHowmet Aerospace

Personal Financial Counselor, March ARB, CAMagellan Health Services, Inc.

Account RepresentativeMariner Finance

Inside Sales RepresentativeHerc Rentals

Business Development RepresentativeConsumerDirect, Inc.

Financial Records CoordinatorFirstService Residential

Financial AdvisorNorthwestern Mutual

Retail Customer Service AssociateFedExGround

Support Representative I (Bilingual in Spanish)ConsumerDirect, Inc.

Transaction Support/Audit RepresentativeCDK

Registration Representative 25-00508Alura Workforce Solutions

Call Center RepresentativeUltimate Staffing Services

Accounts Receivable RepresentativeFirstService Residential

Commercial Dock & Door Service TechnicianNational Equipment & Service Corporation

Warehouse Representative (Not Remote)US ALLIANCE GROUP INC

Outside Sales RepresentativeSunstate Equipment

Admissions RepresentativeStanbridge University

Field Marketing Representative - CACurrent Home

Sales RepresentativeAlsop & Associates Insurance Agency

Sales Representative - MontclairAlsop & Associates Insurance Agency

Outside Sales RepresentativeOrkin

Corporate Traveler - Sales Development RepresentativeLiberty Travel

Territory Sales RepresentativeHerc Rentals Inc

Sales Development Representative & Processing AssistantAdriana's Insurance

Licensed Insurance Customer ServiceFarmers Insurance - District 9948

Inside Sales Representative SoCalProficio

Patient Access RepresentativeAHMC Healthcare

Pharmacy Business Development & Sales Representative (Retail & Online Pharmacy Growth)BaRupOn LLC

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