Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Elder Financial Care & Beneficiary Services Associate

Star One Credit Union

Star One Credit Union in Sunnyvale, CA, is seeking a Beneficiary Retiree Services (BRS) Associate. Responsibilities include opening/closing IRA, ESA and regular accounts, renewing certificates of deposit, and assisting members with account questions. The role emphasizes serving surviving family members and at-risk members, with a focus on empathy, accuracy, and compliance with policies. Two years in financial services and a Bachelor’s degree are required. #J-18808-Ljbffr Star One Credit Union

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Elder Financial Care & Beneficiary Services Associate in Sunnyvale, CA vacancy
  • $35.15k - $90k

     ...Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Financial
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Mountain View, CA
    14 hours ago
  •  ...Employee Assistance Program (mental health and financial literacy resources) Colleague Resource...  ..."go to" resource for our customers and associates throughout the store. To deliver our...  ...Helpful Professional manages an in-store service hub and provides a quick, seamless and... 
    Financial
    Part time
    Flexible hours
    Afternoon shift

    Bloomingdale's

    Santa Clara, CA
    4 days ago
  • As a PSE Sales and Services/Distribution Associate, you support retail and mail distribution operations in a USPS Post Office. You assist customers...  .... You also help sort and distribute mail, handle basic financial transactions, and maintain accurate records in a fast-paced... 
    Financial
    Work at office

    US Gov Careers

    Cupertino, CA
    a month ago
  •  ...Job Description We are looking for an Account Service Associate to support key account operations for a financial services team in Sunnyvale, California. This Long...  ...distributions, and withholding election updates with careful attention to detail. • Compile and produce... 
    Financial
    Long term contract
    Work at office

    Robert Half

    Sunnyvale, CA
    14 days ago
  • $46.4k - $63.95k

    Position: Member Service Associate (Teller) Location: Cupertino, CA Job Id: 784-11170 # of Openings: 1 EXCELLENT PAY AND BENEFITS! Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest... 
    Financial
    Work at office
    Worldwide
    Monday to Thursday
    Night shift

    Star One Credit Union

    Cupertino, CA
    5 days ago
  • $22.78 - $30 per hour

    Associates at California Bank & Trust work in a relationship-centered culture where they...  ...thrive. As a premier California-focused financial services company dedicated to serving its communities...  ...Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (... 
    Financial
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Mountain View, CA
    12 hours ago
  • $20.2 - $37.2 per hour

     ...Service Advisor Tesla is seeking a Service Advisor dedicated to advancing one of the most...  ...with HSA ~ Healthcare and Dependent Care Flexible Spending Accounts (FSA) ~401(k...  ...Employee Stock Purchase Plans, and other financial benefits ~ Company paid Basic Life, AD&... 
    Financial
    Hourly pay
    Full time
    Temporary work
    Flexible hours

    Tesla

    Sunnyvale, CA
    3 days ago
  • $35.15k - $90k

     ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading... 
    Financial
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan Stanley

    Palo Alto, CA
    14 hours ago
  • $64.4k - $90.1k

    Be a part of one of the most successful financial institutions in the country!! Star One Credit Union is one of Silicon Valley's largest...  ...-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion... 
    Financial
    Work at office
    Worldwide
    Monday to Friday
    Afternoon shift

    Star One Credit Union

    Sunnyvale, CA
    4 days ago
  •  ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency... 
    Financial
    For contractors
    Work at office

    Michael Tirabassi - State Farm Agent

    Los Altos, CA
    3 days ago
  • $50k - $75k

     ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an...  ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the... 
    Financial
    For contractors
    Work at office
    Flexible hours

    State Farm

    Los Altos, CA
    4 days ago
  • $20k - $30k

     ...Account Associate - State Farm Agent Team Member As an Account Associate - State Farm...  ...agency. Your attention to detail, customer service skills, and desire to help people make...  ...help customers with their insurance and financial services needs, including: Auto insurance... 
    Financial
    Hourly pay
    For contractors
    Work at office

    Chi Jiang - State Farm Agent

    Santa Clara, CA
    3 days ago
  •  ...operationsProcess accounts payable and accounts receivableMaintain accurate financial records and reconciliationsAssist with payroll processing and...  ...with Coury Hospitality—where creative thinking, service excellence, and career development are deeply valuedReady to Make... 
    Financial
    Work experience placement

    Coury Hospitality

    Sunnyvale, CA
    3 days ago
  • $50k - $70k

     ...prompt, accurate, and friendly customer service. Service can include responding to inquiries...  ...sales representative, retail sales associate, or telemarketing) preferred Successful...  ...help customers with their insurance and financial services needs, including: Auto... 
    Financial
    For contractors

    Chi Jiang - State Farm Agent

    Santa Clara, CA
    3 days ago
  • $20k - $30k

     ...ROLE DESCRIPTION: As an Account Associate - State Farm Agent Team Member with Chi Jiang...  .... Your attention to detail, customer service skills, and desire to help people make you...  ...help customers with their insurance and financial services needs, including: Auto... 
    Financial
    Hourly pay
    For contractors
    Work at office

    State Farm

    Santa Clara, CA
    4 days ago
  •  ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency... 
    Financial
    For contractors
    Work at office

    Michael Tirabassi - State Farm Agent

    Los Altos, CA
    3 days ago
  •  ...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency... 
    Financial
    For contractors
    Work at office

    Michael Tirabassi - State Farm Agent

    Los Altos, CA
    3 days ago
  •  ...financing, stablecoins, and settlement services from regulated cold storage. Since 2013...  ...on accelerating the transition of the financial system to a digital asset economy. BitGo...  ...including BitGo Bank & Trust, National Association, the first federally chartered digital... 
    Financial
    Full time
    Worldwide

    Bitgo

    Palo Alto, CA
    8 days ago
  • $45k - $75k

     ...for helping people Join our team as a Financial Services Representative where youll support Fidelitys...  ...benefits include comprehensive health care coverage and emotional well-being...  ...may restrict Fidelity from hiring and/or associating with individuals with certain Criminal... 
    Financial
    Full time
    1 day per week

    Fidelity

    Sunnyvale, CA
    16 days ago
  • $38.38k - $46.68k

     ...to work. Job Overview As an At Your Service Center Colleague, you are at the heart of...  ...- supporting one another with honesty, care, and collaboration so we can better serve...  ...with mental health counseling and legal/financial advice Access the full menu of benefits... 
    Financial
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Macy's

    San Jose, CA
    2 days ago
  •  ...The Customer Service Specialist is essential to the success of our...  ...you. From retirement to health care, from total well-being to...  ...applicable geographic differential associated with the location at which...  ...provide a payment, ask for financial information, or sensitive personal... 
    Financial
    Full time
    Contract work
    For contractors
    Work experience placement
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Sherwin-Williams

    Santa Clara, CA
    16 days ago
  • $20 - $25 per hour

     ...Bank is currently searching for a Customer Service Representative to join our team. Here at...  ...contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking...  ...of banking, wealth management and other financial products and services. Our leaders bring... 
    Financial
    Hourly pay
    16 hours
    Work experience placement
    Flexible hours
    Shift work
    Night shift

    Mechanics Bank

    Santa Clara, CA
    2 days ago
  • $67k - $92.1k

     ...About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration...  ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing... 
    Financial
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial Services, LLC

    San Jose, CA
    2 days ago
  • $18 - $34.1 per hour

     ...Join to apply for the Office Services Assistant, Temporary role at Baker Tilly US 6 days ago Be among the first 25 applicants Overview...  ...in major regions of the U.S. and many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago... 
    Financial
    Hourly pay
    Temporary work
    Work at office
    Local area
    Worldwide
    Weekend work

    Baker Tilly US

    Santa Clara, CA
    1 day ago
  • $50k - $75k

     ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an...  ...looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the... 
    Financial
    For contractors
    Work at office
    Flexible hours

    State Farm

    Los Altos, CA
    4 days ago
  • $90k - $110k

     ...Job Description Job Description Client Services Associate (Non-Sale)   Location: Palo Alto, CA   Position Type: Full-time, In...  ...years of client services experience in wealth management, financial services, banking, or a related industry. ~ Excellent communication... 
    Financial
    Full time
    Work at office

    Thriving Asset Management LLC

    Palo Alto, CA
    5 days ago
  • $143k - $286k

     ...product initiatives within the Enterprise Financial Services organization—a strategic function at...  ...including sick leave), parental leave, family care leave, bereavement, jury duty, and...  ...program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs... 
    Financial
    Full time
    Temporary work
    Part time

    Walmart

    Sunnyvale, CA
    1 day ago
  •  ...facility. You will greet customers, manage calls, and support service advisors with clerical tasks, ensuring smooth daily operations....  ...inquiries, directing requests to the appropriate department, and contributing to accurate financial records. #J-18808-Ljbffr Crash Champions
    Financial

    Crash Champions

    Santa Clara, CA
    5 days ago
  • UBS in Los Gatos, California, is seeking a service-oriented professional to provide operational and administrative support to financial advisors. The role focuses on maintaining client information, educating clients on account services, and preparing materials for client... 
    Financial
    Full time

    UBS

    Los Gatos, CA
    3 days ago
  •  ...assisting doctors during examinations. The ideal candidate should have excellent administrative skills and be detail-oriented. Benefits include health and financial options, growth opportunities, and a competitive salary. #J-18808-Ljbffr Wonder Works Construction Corp.
    Financial

    Wonder Works Construction Corp.

    Mountain View, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elder Financial Care & Beneficiary Services Associate. Be the first to apply!