1+ YOEBachelor's degree and 1+ year operations or client service experience, or high school diploma and 3+ years financial services experience; Microsoft Office, communication, organization, and problem-solving skills required.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft Word, Salesforce, Tamarac, DocuSign, Fidelity, Schwab, Pershing
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
StifelNYSE: SF: Global wealth management and investment banking firm.
1+ YOEBachelor's degree in business or related field, 1–3 years of related investment services experience, investment reporting knowledge, analytical problem-solving, communication, organization, and attention to detail.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Support treasury deposit operations, client service, compliance with banking regulations and AML/CIP, customer training and troubleshooting; high school diploma and 0–2 years' financial services experience preferred; proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yrHybridFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, 2+ years experience at a financial institution, knowledge of banking regulations and AML/CIP, customer service skills, and proficiency with Microsoft Office and treasury operations.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook