Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
3+ years client service experience in the financial industry preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; Microsoft Office (Excel/PowerPoint), Concur and eMoney experience; strong client-facing and organizational skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
2+ YOE2+ years client service experience in finance preferred; Series 7/66 preferred; bachelor's degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Retail sales experience or strong customer-centric background; ability to meet individual and team sales goals, master product knowledge, use clienteling tools, and build long-term client relationships.
Environmental Works: Provides environmental consulting, site remediation, and emergency response services.
3+ YOE3+ years field or environmental/industrial sales; territory management; client relationship development; proposal and contract support; ability to communicate technical service capabilities and travel regionally within a 150-mile territory.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
0+ YOEPerform full-cycle accounting for multiple clients including cash management, AP/AR, accruals, reconciliations, fixed assets, and financial reporting; college degree preferred; some accounting experience required; proficient in MS Office.
Moneta: Provides independent wealth management and financial advisory services.
Provide administrative support to client teams, prepare client meeting materials, coordinate travel, manage billing/payroll and client files; college degree preferred and must be authorized to work in the U.S.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative tasks, educate clients on wellness plans, handle finances, and use practice software; 1 year related experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
AonNYSE: AON: Global professional services firm providing risk and people solutions.
8+ YOE5+ Mgmt8–10 years progressive PBM or benefits consulting experience, 5+ years management preferred; deep PBM expertise, client advisory and escalation handling, training and operational documentation experience.
Denver or Atlanta or Austin or Bentonville or Boston or Chicago or Cincinnati or Cleveland or Dallas or Houston or Jersey City or Minneapolis or Nashville or New York City or Los Angeles or San Francisco or Seattle or St. Louis or United States
$250k-$290k/yrHybridFull Time
IbottaNYSE: IBTA: Provides a cash-back rewards and performance marketing platform.
8+ YOE8+ years in consultative, data-driven sales or client strategy; proven executive-level selling, multi-product deal negotiation, strong commercial/analytical skills, leadership/mentorship, US work authorization, ability to travel ~40%+.
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
3+ YOE3+ years RIA/client-facing service experience with custodial knowledge (Schwab/Fidelity), proficiency with Salesforce/CRM, strong communication, problem solving, organization, and ability to manage multiple client requests.
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
Ascensus: Administers tax-advantaged retirement and education savings plans.
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
KforceNASDAQ: KFRC: Matches skilled professionals with jobs in technology and finance.
13+ YOE13 years of sales-related experience, client-facing and in-person sales experience, strong networking and presentation skills; Bachelor's degree preferred.
2+ YOEBachelor's degree preferred; 2+ years client relationship or sales; WI Life license and Medicare certification or willingness; strong communication; CRM proficiency.
The Chamberlin Group: Provides holistic retirement planning and tax preparation services.
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.