Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
3+ years client service experience in the financial industry preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; Microsoft Office (Excel/PowerPoint), Concur and eMoney experience; strong client-facing and organizational skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
2+ YOE2+ years client service experience in finance preferred; Series 7/66 preferred; bachelor's degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Retail sales experience or strong customer-centric background; ability to meet individual and team sales goals, master product knowledge, use clienteling tools, and build long-term client relationships.
Environmental Works: Provides environmental consulting, site remediation, and emergency response services.
3+ YOE3+ years field or environmental/industrial sales; territory management; client relationship development; proposal and contract support; ability to communicate technical service capabilities and travel regionally within a 150-mile territory.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
0+ YOEPerform full-cycle accounting for multiple clients including cash management, AP/AR, accruals, reconciliations, fixed assets, and financial reporting; college degree preferred; some accounting experience required; proficient in MS Office.
Lockton: Provides insurance brokerage and global risk management solutions.
7+ YOE7+ years client services experience in brokerage, bachelor’s degree or equivalent experience, strong communication, Microsoft Office proficiency, ability to travel by car and plane, and consult with large complex clients.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Moneta: Provides independent wealth management and financial advisory services.
Provide administrative support to client teams, prepare client meeting materials, coordinate travel, manage billing/payroll and client files; college degree preferred and must be authorized to work in the U.S.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
8+ YOE5+ Mgmt8–10 years progressive PBM or benefits consulting experience, 5+ years management preferred; deep PBM expertise, client advisory and escalation handling, training and operational documentation experience.
AGFinancial: Financial services for ministries and faith-minded individuals.
Provide accurate, efficient, client-facing service for retirement and investment clients; strong people skills, attention to detail, multitasking, and willingness to learn in a team environment.
Clifton Park or Albany or Arizona or Florida or Georgia or Idaho or Illinois or Massachusetts or Maryland or Minnesota or Missouri or North Carolina or Ohio or Pennsylvania or South Carolina or Texas or Virginia or Wyoming or New York
$20-$26/hrHybridFull Time
GTM Payroll Services: Provides payroll, tax, insurance, and HR solutions for businesses and households.
4+ YOE4+ years client-facing experience supporting VIP clients; bachelor's degree or equivalent; strong communication, confidentiality, Microsoft Office, CRM and payroll/HR software proficiency.
Microsoft Office Suite, CRM tools, Payroll/HR software
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
2+ YOE2+ years in customer success/account management, associate degree or equivalent, strong communication, MS Office proficiency, experience running client reviews, and ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Denver or Atlanta or Austin or Bentonville or Boston or Chicago or Cincinnati or Cleveland or Dallas or Houston or Jersey City or Minneapolis or Nashville or New York City or Los Angeles or San Francisco or Seattle or St. Louis or United States
$250k-$290k/yrHybridFull Time
IbottaNYSE: IBTA: Provides a cash-back rewards and performance marketing platform.
8+ YOE8+ years in consultative, data-driven sales or client strategy; proven executive-level selling, multi-product deal negotiation, strong commercial/analytical skills, leadership/mentorship, US work authorization, ability to travel ~40%+.
Parmele Law Firm: Law firm providing legal representation for disability benefit claims.
Phone-based client intake with compassionate communication, Microsoft Office proficiency, comfort with client database systems; paid training provided; prior phone-based customer service or sales preferred.
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
3+ YOE3+ years RIA/client-facing service experience with custodial knowledge (Schwab/Fidelity), proficiency with Salesforce/CRM, strong communication, problem solving, organization, and ability to manage multiple client requests.
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