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
Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
Taxing Authority Consulting Services: Law firm specializing in government delinquent tax collection services.
2+ YOEBachelor's degree and 2+ years client relations or marketing experience; strong communication, event coordination, content production, Microsoft Office and Adobe Creative Suite proficiency; discretion with confidential information.
Microsoft Office Suite, Adobe Creative Suite, InDesign, After Effects, Mailchimp
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
0+ YOEHigh school diploma required; valid driver’s license; prior sales or customer service experience; ability to meet sales goals; good communication and computer skills.
CapCenter: Provides zero closing cost mortgage lending and real estate services.
Advising clients on mortgage, realty, and insurance products; strong communication, time management, and organizational skills; Bachelor's preferred; must obtain NMLS license prior to start.
Innovetive Petcare: Owns and operates a network of veterinary hospitals and clinics.
Provide friendly client service, answer phones, schedule appointments, process payments, enter data, communicate with clinical team, and support pet owners; computer proficiency and strong interpersonal skills required.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred), industry knowledge, Series 7 and Series 66 or Series 63+65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Support financial advisors with client servicing; obtain SIE, Series 7, and Series 63 within 2 years; college preferred; financial services experience preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOEBachelor's degree or equivalent experience, 3+ years Benefits/HR experience, knowledge of employee health & benefits markets and funding mechanisms, Microsoft Office proficiency, legal U.S. work authorization required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Partner Veterinary: Provides 24-hour emergency and specialty veterinary medical services.
2+ YOEMinimum 2 years ER/urgent/specialty veterinary client service experience; knowledge of veterinary workflows and terminology; ability to handle emergent situations; collaborative team player.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Bachelor's or equivalent experience in business/finance, customer service experience, proficiency with Microsoft Office, Salesforce; strong attention to detail and communication skills.
Richmond SPCA: Operates an animal shelter and low-cost veterinary hospital.
Provide front-desk customer service in a high-volume veterinary hospital: welcome clients, schedule appointments, enter patient data, handle payments, and assist with lobby upkeep. Must work mornings and evenings and have reliable transportation.
Avenues Recovery: Provides comprehensive drug and alcohol rehabilitation services.
High-school preferred; one year treatment experience preferred; if in recovery, minimum one year sobriety; strong interpersonal, communication, organizational, and leadership skills.
Endurance IT Services: Managed IT services, cybersecurity, and technology staffing provider.
2+ YOE2+ years in customer success/support or related roles, strong organization, communication, and attention to detail; experience with ticketing/CRM/workflow tools and Microsoft Office preferred.
CoStar GroupNASDAQ: CSGP: Global provider of commercial and residential real estate data.
2+ YOEBachelor's degree, 2 years customer service experience, ability to work rotating weekends/holidays, strong communication, MS Office proficiency; Spanish fluency preferred.