Wealthspire: Provides integrated wealth management and financial advisory services.
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hrRemoteFull Time
Roo: Digital marketplace connecting veterinary professionals with animal hospital shifts.
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
Vanguard: Global investment management and financial services provider.
Undergraduate degree or equivalent experience, SIE, Series 7 and Series 63 licenses or registration, exceptional client service, strong written and verbal communication, and technology learning agility.
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; must hold or obtain SIE, Series 7 and Series 66 (or Series 63+65) within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; strong communication, attention to detail, and regulatory compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM) system
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
High school diploma required; associate degree preferred. Requires crop insurance license within three months, accuracy, client service, communication, agricultural and crop insurance knowledge, and proficiency with named business systems.
Microsoft Office, Salesforce, Onbase, Power BI, ServiceNow, Microsoft Excel
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's+3 years client coordination/claims experience or HS+8 years; license required; ~25% travel; excellent verbal/written communication and judgment.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Professional, personable representative responsible for customer service, phone triage, payments, product and service recommendations, medical records, facility cleanliness, and client education.
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 preferred. Two+ years industry experience preferred. Advanced Microsoft Office skills, strong client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Pioneer Center for Human Services: Provides social services for disabilities, mental health, and homelessness.
1+ YOEProvide case management and advocacy for adults with intellectual disabilities; prepare and enter assessments and progress notes in EHR; write client goals, train staff, and ensure regulatory compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, SmartCare, EHR