LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOE3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency.
Licensed Client Service Associate - CITY OF INDUSTRY
City of Industry, California, United States
$74k-$104k/yrOnsiteFull Time
CitiNYSE: C: Global diversified financial services holding.
2+ YOE2+ years relevant experience, Bachelor's degree or equivalent, Series 7 and 63 or 66 required/obtain within 150 days, strong communication, organization, client-facing and data analysis skills, knowledge of investments and credit products.
Kargo: Provides mobile and omnichannel digital advertising technology solutions.
1+ YOE1+ years in digital media/ad tech or client-facing agency role; knowledge of direct and programmatic campaign mechanics, trafficking/tagging, asset collection; proficiency in Microsoft Excel and Google Sheets; strong written and verbal communication.
Licensed Client Service Associate - CITY OF INDUSTRY
City Of Industry, California, United States
$74k-$104k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2+ years relevant experience, Bachelor's or equivalent, Series 7/63 or 7/66 to be obtained within 150 days, strong communication, data analysis, client-facing and time-management skills, knowledge of investments and banking.
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
Fox Rothschild: National law firm providing comprehensive legal services.
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
Tax Alchemy: Independent tax strategy firm providing high-touch advisory services to business owners and real estate investors.
5+ YOE5–10 years in wealth management/private client advisory; strong project management; client-facing; tax strategy and estate planning knowledge; Series 65 or equivalent preferred.
New York City or San Francisco or Los Angeles or United Kingdom or Ireland or Poland or Germany or Australia or United States or North America or Europe
$80k-$125k/yrHybridFull Time
Whatnot: Social marketplace for buying and selling via live streams
Client-facing experience (up to 3 years) in a fast-paced environment, seller outreach/onboarding, partnership and growth execution, basic SQL/data skills, strong project management and communication.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; able to lift 50 lbs; strong communication, organization, and time management; availability nights, weekends, and holidays.
Houlihan LokeyNYSE: HLI: Provides global investment banking and financial restructuring advisory services.
5+ YOEFive+ years experience in investment banking/related fields; two+ years in investment banking/M&A or financing; undergraduate degree; strong communication, analytical, and client-facing skills.
Gibson, Dunn & Crutcher: A global law firm offering tax and transactional legal services and client-focused representation.
3+ YOEJD class years 2020–2023; strong tax law research and writing; experience with M&A, capital markets, funds, or real estate; outstanding communication, analytical, and interpersonal skills; top academics and client-facing aptitude.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; ability to manage inventory, support merchandising, lift up to 50 lbs, strong communication and organizational skills, available nights/weekends/holidays.
2+ YOEBachelor’s degree; active Series 65/66; Life license; 2–4 years in financial planning; CFP coursework/designation a plus; CRM experience; strong client-facing communication.
Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yrHybridFull Time
Riveron: Provides business advisory and financial consulting services to companies.
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
Pinch Creative: Designing immersive brand experiences and physical storytelling environments.
7+ YOE3+ Mgmt7+ years in experiential/spatial design with leadership experience; mastery of Adobe Creative Suite, strong command of SketchUp, VRay, Enscape, familiarity with AutoCAD, client-facing presentation and production oversight skills.
SketchUp, VRay, Enscape, D5, AutoCAD, Adobe Creative Suite, Google Suite
Illinois or United States or Houston or Irvine or Seattle or New York City
$57k-$98k/yrRemoteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOEBachelor's in accounting/business or equivalent experience; 3 years customer success or sales in SaaS; knowledge of SaaS metrics and CRM; experience with Salesforce and client-facing communication.