Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's with 3+ years client service/claims experience OR HS/GED with 8+ years; producer's license; up to 25% travel; Microsoft Office proficiency; strong communication and consultative skills.
Fooda: Provides restaurant-catered lunch programs for corporate office employees.
4+ YOE4+ years in client success/account management/hospitality or food service; experience managing staff preferred; ability to lift 40 lbs; authorized to work in the U.S.; strong communication and leadership skills.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide client and pet reception, route flow through hospital, complete documentation and transactions, educate clients about wellness plans and services; weekend availability required.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
Mutual of Omaha Mortgage: Provides residential mortgage lending and refinancing services to homeowners.
Guide clients from application through closing, collect and organize documents, coordinate with borrowers and third parties, track deadlines, use multiple software platforms, and deliver excellent client communication.
Slalom: Provides business and technology consulting and software engineering services.
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
Louisville or Philadelphia or Houston or Pittsburgh or Dallas or Indianapolis or Charleston or Cincinnati or Nashville or Columbus or Lexington
RemoteFull Time
FBT Gibbons: Provides legal representation and business advisory services to corporations.
4+ YOEOversee client intake operations; 4+ years leadership in a law firm; 3+ years research; proficiency with Microsoft Office;Intapp and Aderant a plus.
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
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
3+ YOE3+ years experience in client or investment portfolio/performance reporting; experience in wealth or asset management; proficiency with Addepar; strong analytical, communication, and documentation skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented and able to multitask; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
10+ YOE10+ years leading higher education projects, bachelor\u0002s in architecture or interior design, licensed architect or NCIDQ, experience in business development, contract negotiation, project financials, and client relationship management.
1+ YOEBachelor's degree or equivalent; 1-3 years in client benefits or HR; strong communication and customer service; HRIS (iSolved) and Salesforce preferred; proficient in MS Office.
ImagineX: Builds and secures enterprise software, data, and AI solutions.
8+ YOE8+ years in IT business analysis, project/program management or account management; expertise in Agile/Scrum; strong financial and client growth track record; Bachelor's degree required.
Alvis: Provides social services, reentry support, and behavioral healthcare.
1+ YOEHigh school diploma or GED; at least 1 year of customer service; valid driver's license; 1-2 years client transport preferred; proficient with Microsoft Office.