Experience supporting employee benefits new business or account services, strong organization, communication, Microsoft Office proficiency, and active CA Life & Health license required.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years commercial insurance account management experience preferred; California P&C license required or must be obtained within 90 days; bachelor’s degree preferred; proficiency with EPIC/MMA systems and Microsoft Office; strong communication and analytical skills.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$68k-$126k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
5+ YOE4+ MgmtRequires 5+ years in Customer Success, Account Management, Professional Services, or SaaS; 4+ years leading teams of 5+; SaaS metrics, renewals, executive presentations, cross-functional leadership, and bachelor's degree.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client support for FAs/PWAs, execute money movements, maintain accounts, strong interpersonal and Microsoft Office skills; Series licenses preferred and industry experience preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Regent: Private equity firm focused on acquiring and transforming global businesses.
3+ YOE3+ years buy-side private equity or investment banking experience, strong financial modeling and valuation skills, transaction execution exposure, analytical and communication skills, ability to support portfolio operations.
El Segundo or Los Angeles or Newport Beach or Salt Lake City or London or Dallas
$120k-$130k/yrHybridFull Time
Bellwether Asset Management: Provides asset management and analysis for commercial real estate portfolios.
3+ YOEBachelor's degree, minimum 3 years relevant experience, highly proficient in Microsoft Excel and PowerPoint and ARGUS, strong underwriting and financial modeling skills, experience with due diligence and transaction execution, people management responsibilities.