1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience required. Requires professionalism, confidentiality, communication, multitasking, client service, and financial advisor practice knowledge.
Modern Wealth Management: Provides personalized financial planning and investment management services.
2+ YOE2+ years operations or client service experience in financial services or regulated industry; strong attention to detail, organizational skills, Microsoft Office proficiency, written and verbal communication, and ability to follow procedures.
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)
Premier Client Support Specialist – Gainey/Scottsdale (AZ)
Scottsdale or Arizona
OnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
1+ YOEHigh school diploma or equivalent and 1+ year of banking operations, customer service, administrative support, or related experience. Requires NMLS federal registration under the SAFE Act.
Vensure Employer Solutions: Providing human resources, payroll, and benefits technology solutions.
2+ YOEOpen Enrollment Benefit Specialist with 2-5 years group benefit experience, associates degree, on-site role in Chandler, AZ; manages open enrollment, HRIS and client communications.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
2+ YOEAssociate degree or equivalent experience and 2–3+ years in banking, client service, operational support, lending support, or small business banking; requires client service, organizational, communication, and systems skills.
Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, Microsoft Office
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience and 5+ years of related banking, client service, operational support, lending support, or small business banking experience. Requires Microsoft Office proficiency and strong client service skills.
Microsoft Office, Salesforce, Fusion, nCino, Hogan, AFS, WebKYC
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEAssociate degree or equivalent experience and 3–5+ years in banking, client service, operational support, lending support, or small business banking; requires strong organization, communication, and problem-solving skills.
Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, Microsoft Office
Licensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ
Chicago or Columbus or Plano or San Antonio or Tempe
$25-$34/hrHybridFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEActive Series 7 and Series 63 registration, strong compliance record, client service and communication skills, ability to manage multiple priorities in a fast-paced environment.