UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOESupport financial advisors and high-net-worth clients; ideally 3+ years client service experience in finance; college degree in finance/banking; Series 7 and 66 licenses preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
Client Manager- First Line Client Specialist Hybrid
Getzville, New York, United States
$61k-$85k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
1+ YOE1+ year capital markets or operations experience; bachelor’s degree; strong communication, quantitative and problem-solving skills; proficiency with Microsoft Office and Bloomberg; knowledge of market products and client onboarding.
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years relationship management or customer service experience, strong communication, advocacy, confidentiality, client education, and process improvement skills.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide professional client service in a veterinary hospital, recruit and educate clients about wellness plans, perform administrative and financial tasks, assist with scheduling and retail transactions; two Saturdays per month required.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
6+ YOE4+ Mgmt6+ years client service/claims experience (or 11+ with HS/GED),4+ years supervisory experience,property and casualty insurance license,strong interpersonal and planning skills,ability to resolve complex client issues.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support for Financial Advisors; strong client focus, attention to detail, ability to learn technology platforms; desirable FINRA credentials (SIE, Series 7, 66/63/65).
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; willingness to obtain Series 7/66 or Series 63/65; advanced Microsoft Office skills; strong client service, organizational, and communication abilities; industry experience a plus.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
RandstadEuronext Amsterdam: RAND: Provides global workforce solutions and specialized staffing services.
1+ YOE1+ year sales experience, proven client conversion and negotiation skills, experience managing client databases and meeting activity targets; strong client-facing credibility and communication skills.
Cotality: Provider of property intelligence, data, and analytics solutions.
15+ YOE7+ Mgmt15+ years in client delivery/implementation in SaaS or enterprise software, 7+ years senior leadership, experience with large-scale implementations, strategic and operational delivery expertise.
Cotality: Provides property data, analytics, and workflow intelligence solutions.
15+ YOE7+ Mgmt15+ years in client delivery/implementation in SaaS or enterprise software, 7+ years senior leadership, Bachelor’s or Master’s in business/CS/engineering, PMP/ITIL/Lean Six Sigma a plus, strong communication and executive presence.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Sales-focused banker for clients with up to $2M in investable assets; requires FINRA S6,S63,SIE, Life & Health insurance upon hire, HS diploma (BA preferred) and experience developing customer relationships; MS Windows/Office and digital literacy.
Terracon: Provides geotechnical, environmental, construction, and facilities engineering services.
5+ YOEDevelop client relationships, drive growth in Western New York, requires marketing degree or equivalent experience; 5+ years in A/E/C; valid driver’s license.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOE1 year related experience required; high school diploma preferred; strong client service, communication, computer and math skills; able to lift up to 50 lbs and work weekends/evenings.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
1+ YOE1+ years client service experience preferred, veterinary experience preferred; strong communication, multitasking, ability to lift up to 50 pounds, team-oriented; full-time availability (30-40 hrs/week).
KnitWell Group: Retailer operating a portfolio of iconic women's fashion brands.
Part-time retail role focused on clienteling, sales, communication, prospecting, and use of POS/computer devices; flexible availability including evenings, weekends, and holidays required.
Zenner & Ritter: Residential provider of HVAC, plumbing, electrical, and generator services.
Customer service experience required; call center experience preferred. Must pass background check and drug screen. Strong communication and documentation skills.