2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Foundation Medicine: Molecular profiling for personalized cancer treatment and research.
2+ YOEHigh school diploma/GED, 2+ years customer-service experience, strong communication, data entry and computer skills, understanding of HIPAA and patient data privacy.
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, proficiency in Microsoft Office, knowledge of brokerage operations, strong communication, time management, critical thinking, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yrRemoteFull Time
PhreesiaNYSE: PHR: SaaS platform for patient intake and clinical engagement.
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, client-service orientation, ability to learn new platforms, and at least a high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
VisasQ/ColemanTokyo Stock Exchange: 4490: Connects organizations with global experts for primary research insights.
Bachelor's or equivalent experience preferred; strong verbal/written communication, organization, problem-solving; US work authorization required; willingness to complete 12-week training.
Versana: Provides a real-time digital platform for syndicated loan data.
3+ YOE3+ years syndicated lending experience preferred, customer success/startup background, strong problem solving and communication, CRM exposure, understanding of financial products, experience in customer-facing roles and process planning.
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, Series 7 and 63 or 66, minimum 2 years investment industry experience, proficiency in Microsoft Office, administrative and customer service skills, strong communication and critical thinking.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
Active Series 7 or Series 66 (or Series 63/65 combo) required; strong knowledge of financial products, excellent communication, Microsoft Office and CRM proficiency; compliance-oriented and detail-focused.
Raleigh or Golden Valley or Troy or St. Louis Park
HybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOEBachelor's degree or equivalent experience, 10+ years working directly in pharmacy (PBM, carrier, consultant, or manufacturer), strong account and relationship management, PBM contract knowledge, and legal U.S. work authorization.
Avison Young: Global commercial real estate brokerage and advisory services firm.
2+ YOECollege degree, minimum 2 years work experience, real estate broker license or willingness to attain, client-service mindset, team experience, strong communication and Microsoft Excel/PowerPoint skills.
Parexel: Provides clinical research and regulatory services for drug development.
3+ YOEJ.D. and bar admission required; 3+ years legal experience preferred; drafting and negotiating commercial contracts; client-facing; strong communication, legal analysis and business acumen.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOE4+ years in a similar banking, venture, credit or treasury role. Demonstrated ability to build client relationships, drive new business, and collaborate across teams.
Sacramento or San Francisco or Santa Clara or Stamford or Washington or Baltimore or Charlotte or Raleigh or Short Hills or New York or Portland or Greenville or Salt Lake City or McLean or Richmond or Seattle
OnsiteFull Time
KPMG: Global professional services network providing audit, tax, and advisory.
2+ YOE2+ years performing state tax research and preparing state income tax returns for pass-through and corporate entities; strong tax research, writing, and client communication skills; ability to build client relationships and mentor staff.
Curi Capital: Provides wealth management and financial advisory services to clients.
Provide administrative and financial planning support for high-net-worth clients; assist advisors, prepare financial recommendations, and maintain client relationships.
Hand & Stone Massage and Facial Spa: Provider of professional massage, facial, and skincare services.
Customer-service oriented, motivated to sell, able to multitask, greet clients, answer phones, schedule appointments, and uphold spa standards; training provided.