Steadily: Provides insurance for landlords and rental property owners.
Senior leader with experience building strategy and running customer-facing support organizations at scale; strong data analysis, workforce planning, forecasting, and voice-of-customer operationalization; proficiency with Excel and BI tools.
Microsoft Excel, Looker, Tableau, Power BI, Metabase
Customer-facing sales role requiring excellent communication, ability to upsell, and strong service orientation. Experience in memberships or hospitality sales preferred.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOEExperience in client service/administrative support within financial services; SIE, Series 7, and Series 66 or Series 63/65 licenses or willing to obtain within 18 months; proficient with Microsoft Office; strong communication and organizational skills.
Microsoft Office, CRM, Private Wealth Management platforms
West Fargo or Lawrence or Minneapolis or Rapid City or Sioux Falls
$21-$27/hrRemoteFull Time
Midco: Provides regional broadband, cable television, and telephone services.
2+ YOECoordinate cross-functional project teams to implement client contracts, manage timelines, ensure compliance, communicate with clients and vendors, and meet KPIs.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
New York or Nevada or Michigan or Massachusetts or Maryland or Maine or Kentucky or Kansas or Iowa or Indiana or Idaho or Georgia or Florida or Delaware or Connecticut or Colorado or California or Arkansas or Arizona or Alabama or Wyoming or West Virginia or Washington or Virginia or Tennessee or South Carolina or Pennsylvania or North Carolina or New Jersey or New Hampshire
$190k-$230k/yrRemoteFull Time
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
12+ YOEBachelor's degree required, 12+ years leadership experience in client success or related fields; experience with enterprise healthcare clients, executive relationship management, commercial acumen, and strategic account leadership.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented with client-service and communication skills; willingness to obtain Series 7/63/65/66 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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
Mutual Savings Association: A community bank focused on exceptional client service, local relationships, and employee development.
High school diploma or equivalent required; prior cash-handling or client service experience preferred; strong communication, attention to detail, confidentiality, and willingness to learn banking systems.
Netsmart: Develops software solutions for behavioral health and post-acute care.
2+ YOE2+ years sales experience (or completion of Client Representative program), bachelor’s degree or equivalent experience, strong written/verbal communication and presentation skills, relationship building, territory planning, and outbound prospecting.
Parmele Law Firm: Law firm providing legal representation for disability benefit claims.
0+ YOEPaid training provided; customer service experience preferred; strong written and verbal communication, organization, attention to detail, case documentation, and ability to manage multiple priorities; empathetic client service.
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Clean background, valid driver’s license and reliable transportation, active health & life license or willingness to obtain, bachelor’s degree or equivalent experience, strong interpersonal and time-management skills.
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
2+ YOE2+ years related experience preferred, must obtain FINRA Series 65 within 120 days, proficiency with Salesforce, Microsoft Office and AI tools, experience with high-net-worth clients, Bachelor's degree preferred.
Ad Astra: Provides academic scheduling and planning software for higher education.
Manage a book of business with proactive outreach for migrations, renewals, and expansions; strong CRM hygiene; comfortable with phone/email outreach and client relationship building.
Salesforce, SalesLoft, Gainsight PX, Microsoft Office 365
California or Colorado or Florida or Georgia or Illinois or Kansas or Minnesota or Missouri or Nebraska or New York or Ohio or Oklahoma or South Carolina or Texas or Wisconsin
$73k-$85k/yrRemoteFull Time
Augeo: Provides enterprise-level engagement and loyalty platform technology.
6+ YOE6+ years event planning and client services experience; project leadership, budget and timeline management, vendor negotiation, onsite execution, strong communication, organization, and client-facing skills; travel ~25%.
Los Angeles or Arizona or California or Colorado or Connecticut or District of Columbia or Delaware or Florida or Georgia or Illinois or Indiana or Kansas or Louisiana or Massachusetts or Maryland or Michigan or Minnesota or Missouri or North Carolina or New Hampshire or New Jersey or Nevada or New York or Ohio or Oregon or Pennsylvania or Texas or Virginia or Washington or Wisconsin
$75k-$85k/yrHybridFull Time
InStride: Provides corporate education and upskilling programs for employees.
2+ YOE2+ years in customer success/client services; strong client relationship, investigation, operational and communication skills; experience with Zendesk/Jira and Salesforce a plus; experience using generative AI tools; willing to travel up to 10%.
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
5+ YOE5+ years relevant client-facing experience, bachelor’s degree or equivalent preferred, strong presentation and analytical skills, higher-education payments experience desired, ability to travel and be on-call.
TouchNet, TMS, Salesforce, Google G Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Ellucian, Banner, Colleague, PeopleSoft, Workday, Anthology
GoodVets: Operates a network of partner-owned, modern veterinary hospitals.
Front-desk customer service for a veterinary hospital: greeting clients, managing check-in/check-out, answering multi-line phones, scheduling, processing payments, and working evenings/weekends.