1+ YOEExecute and monitor daily cash distribution workflows, process high-volume transactions, manage cash orders, maintain records, and communicate with customers and vendors.
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yrOnsiteFull Time
McDermott Will & Schulte: Global law firm providing legal and transactional advisory services.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
2+ YOE2+ years client service and financial transaction processing experience; knowledge of wire/fund transfer operations, strong communication, problem-solving, and Windows desktop skills.
IBS Insight, SQN, Money Transfer System, Esker, Windows
3+ YOECollege degree required, 3+ years client service or business processing experience (wealth management preferred), strong attention to detail, clear communication, time management, and ability to follow regulatory policies.
BlackRockNYSE: BLK: Provides investment management and financial technology services globally.
5+ YOEBachelor's degree or equivalent experience; 5+ years in financial services or client servicing preferred; strong analytical, communication and organizational skills; proficiency in Microsoft Office.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOE3-5 years in operations or client services; bachelor’s in Business preferred; strong time management and communication; Excel proficiency; Money Manager Data/Managed Accounts experience preferred.
Excel, Pershing, SharePoint, ServiceNow, Microsoft Dynamics, Growth Dynamics, Access Hub
4C Digital Health: Provides analytics and oversight for self-funded health plans.
5+ YOE5-7 years in client success or account management; 3 years healthcare payer experience; Bachelor's in Business or Healthcare Administration; strong communication and negotiation skills.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
Bachelor's degree or equivalent; experience with bswift preferred; strong benefits knowledge (health, life, disability), Excel (VLOOKUP, pivot tables) proficiency, analytical and communication skills, and ability to manage 10–12 client implementations.
Jay Group: Provides third-party logistics and eCommerce fulfillment services for businesses.
2+ YOEHigh school diploma or GED required; associate degree preferred. 2-4 years in operations or client services administration; experience with WMS and Microsoft Excel preferred.
CSC: Provides global business administration and compliance solutions.
Experience in customer-centric roles, strong written and verbal communication, critical thinking, Microsoft Office skills (Excel, Word, Outlook), ability to learn new technology and work independently.
Microsoft Excel, Microsoft Word, Microsoft Outlook
NA Cash Equities - Soft Dollar Client Service - Assoc II
Newark, Delaware, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client service experience in a financial institution; strong analytical, communication, and change-management skills; knowledge of equity trade flows and controls; digital literacy and Microsoft Excel proficiency.
STEPS Behavioral Health: Provides Applied Behavior Analysis therapy for autism and developmental disabilities.
5+ YOE5+ Mgmt5+ years leadership experience in healthcare operations or client services; bachelor's degree preferred; experience with KPI development, staffing coordination, scheduling, CRM and dashboards; strong leadership and analytical skills.
Microsoft Office, Google Workspace, scheduling software, CRM systems, operational dashboards
New Energy Equity: Develops and finances distributed solar energy projects.
Entry-level role monitoring and managing energy assets, analyzing alerts, coordinating field dispatch, using CMMS, and communicating with clients; requires valid U.S. work authorization and driver's license.
Salesforce Drive O&M (CMMS), CMMS, SEL relay, Data Acquisition Systems (DAS), Microsoft Office Suite, Adobe
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
5+ YOE5+ years administration in a financial or sales environment, HS diploma required, Bachelor's preferred, superior communication, proficiency with Microsoft Office, accuracy and sales support knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Allied Universal: Provides security personnel, technology, and facility management services.
5+ YOEMinimum 5 years professional security management experience, bachelor’s preferred, proficiency in Microsoft Office, strong client relationship and operational management, auditing and financial controls experience.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Smartsheet
Senior Registered Client Service Associate - Hunt Valley, MD
Hunt Valley, Maryland, United States
$80k-$85k/yrHybridFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOEHigh school diploma and 3+ years financial services experience (5 years preferred); SIE and Series 7 required; Series 63/65/66 as state-required; strong communication, CRM and Excel skills.
Client Relationship Management (CRM) software, Microsoft Excel