Amplix: Provides technology advisory, managed services, and cloud optimization solutions.
Serve as primary client point of contact, manage implementations/transitions, deliver recurring reports and deliverables, achieve SLA targets, and coordinate with internal teams and carriers.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP
Earned: Provides comprehensive financial, tax, and wealth planning for doctors.
5+ YOECPA or IRS Enrolled Agent, bachelor’s in accounting/taxation/finance,5–7 years reviewing 1040/entity returns and accounting for HNW clients,QuickBooks/UltraTax experience,leadership and client service skills.
Audley Travel: Provider of customized, tailor-made luxury travel experiences.
Experienced in events and gifting, strong organization, time management, client-focused, budget and supplier management, team performance management, and stakeholder liaison.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's degree with 5+ years of client service/claims management experience or HS/GED with 10+ years; P&C license; proficiency in Microsoft Office; strong relationship skills; adaptable; collaborative; supervisory experience preferred.
The Standard: Provides insurance, retirement plans and investment management services.
2+ YOEHigh school diploma, life and disability insurance licenses for all states in the assigned territory, 2+ years client management experience in group benefits, strong communication and customer-focus skills.
Salem Media GroupOTCQX: SALM: Multimedia producing Christian and conservative-themed content.
2+ YOE2–5+ years in digital marketing, client success, or account management; strong Google Ads, SEO, WordPress, and email marketing; proficient in Excel/PowerPoint; excellent communication and organization.
Google Ads, SEO, WordPress, Email marketing platforms (Salesloft, Mailchimp, HubSpot, Constant Contact), Microsoft Excel, PowerPoint, Outlook
5+ YOE3+ Mgmt5+ years in account management/client success,3+ years leading client-facing teams,Bachelor's degree or equivalent,advanced Microsoft Excel,CRM and reporting experience,experience with QBRs and executive presentations.
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
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%.
Salem Media GroupOTC: SALM: Multimedia specializing in Christian and conservative content.
2+ YOE2+ years in digital marketing, client success, or account management; strong Google Ads and SEO knowledge; experience with WordPress, email platforms (Salesloft, Mailchimp, HubSpot, Constant Contact); Microsoft Office skills; strong communication and organizational skills.
Google Ads, WordPress, Salesloft, Mailchimp, HubSpot, Constant Contact, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Canva
Wall Street Prep: Provides financial modeling and valuation training for finance professionals.
3+ YOEBachelor's degree and 3+ years in program management/client services/operations; strong client service, organization, communication, Excel and PowerPoint skills; ability to manage logistics and coordinate stakeholders.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
San Francisco or Boston or Los Angeles or New York or Washington
$133k-$195k/yrOnsiteFull Time
Morrison Foerster: Global law firm providing legal and litigation services.
5+ YOEBachelor's degree and 5+ years in legal business development or client relations; strong communication, analytical, and organizational skills; Microsoft Office proficiency; Salesforce experience preferred.
Moneta: Provides independent wealth management and financial advisory services.
Client service experience in financial services; bachelor’s degree preferred; 2-3 years experience preferred; authorized to work in the U.S.; strong communication and regulatory compliance awareness.