Charlotte or Chicago or Plano or Indianapolis or Irvine or Tempe
$105k-$165k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOE6+ years client-facing experience, knowledge of Treasury Services/Custom Card products, data analytics and change management, project management, people management and coaching, strong presentation and influencing skills.
Optima Tax Relief: Provides tax resolution and negotiation services for individuals and businesses.
5+ YOE2+ Mgmt5+ years in call center/client services with 2+ years leading teams; experience managing metrics, QA and coaching; strong analytical, communication, and performance management skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
2+ YOEAssociate's degree or equivalent experience,2+ years client management in financial industry,contract negotiation,account and project management,problem solving,proficient with Microsoft Office.
5+ YOE5+ years commercial property & casualty insurance experience in a client-facing broker role (3+ years managing construction accounts preferred). Requires P&C broker license, valid driver license, strong P&C coverage knowledge, Microsoft Office proficiency, client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Agency Management Systems, Share Drive
Allied Universal: Global security and facility services provider protecting people and property.
2+ YOE2+ MgmtManage client relationships and front-line staff, drive operational and financial metrics, hire/develop employees, use BI and web tools, interpret financial data; requires 2+ years operational/management experience and a driver’s license if driving.
Microsoft Office, Business Intelligence Platform, Business Intelligence (BI), Allied Universal’s AI technology
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
Optima Tax Relief: Provides professional tax resolution and IRS debt relief services.
5+ YOE2+ Mgmt5+ years in call center or client services with at least 2 years in a leadership role; experience managing performance metrics, quality assurance, coaching, and data-driven decision making.
Courser: Managed IT service provider for cloud and infrastructure support.
2+ YOE2+ years in client account management, IT/MSP experience, ability to present to C-level, strong relationship-building, cross-sell/upsell skills, and solution-oriented mindset.
Palo Alto or San Francisco or San Diego or Century City or Los Angeles or Seattle
$119k-$178k/yrHybridFull Time
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
5+ YOE5+ years in client service or related field; bachelor's degree preferred; strong communication, relationship building, and project management skills; proficient in MS Office; hybrid work and travel flexibility.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE3+ MgmtPeople manager with 3+ years leading teams (10+), 1+ year in strategy/operations, 2+ years Excel experience; strong communication, analytical, and risk management skills.
Phoenix or San Antonio or Columbus or Charlotte or Chicago or Denver or San Diego or Houston or Los Angeles or Seattle or Washington or Boston or San Francisco or New York City or San Jose or United States
$94k-$123k/yrRemoteFull Time
Included Health: Provides integrated virtual care and healthcare navigation services.
5+ YOE5+ years client success experience with Fortune 500 clients and healthcare/benefits expertise; strong executive communication, presentation, data analysis, and cross-functional collaboration; ability to travel up to 25%.
7+ YOE7+ years insurance experience, active P&C license, B2B client management, strong underwriting/placement knowledge, excellent communication, math and organizational skills; college degree and insurance designations preferred.
Plumb: Provides outsourced accounting, bill pay, and family office services.
2+ YOE2+ years in high-touch client service or financial customer relations; strong accounting comprehension; 1+ year QuickBooks Online experience; advanced Microsoft Excel and excellent communication.
OnterrisNYSE: ONT: Global provider of environmental consulting, testing, and remediation services.
5+ YOE5+ years stack testing experience with QI credentials, ability to travel up to 75%+, knowledge of federal/state/local regulations, project and budget management, HS diploma, valid driver’s license, pass background/drug screens, obtain DOT medical and OSHA respiratory evaluation.
2+ YOEMinimum 2 years revenue cycle/accounts receivable/coding or payer contracting experience; ASC billing preferred. Proficiency with Practice Management and EMR systems, strong analytical and communication skills, client relationship experience, ability to work independently.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
3+ YOE3+ years life & health insurance account management experience; active life & health insurance license; proficiency with Salesforce or agency management systems; strong communication, negotiation, and underwriting knowledge; preferred industry designations.
Courser: Provides managed IT services through a network of partner companies.
3+ YOE3+ years in account management or customer success; Bachelor's in Business/Marketing or related field; strong communication; tech sales/support experience preferred.