Proven client relationship or customer success experience, project management, Microsoft Office proficiency, bachelor’s degree preferred, willingness to travel as needed.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Lessen: Tech-enabled property service platform for real estate management.
6+ YOEBachelor's degree, 6+ years of business experience including 4+ years building or managing accounts, retail experience, multi-unit management, facilities or trade experience, and Microsoft Office proficiency with strong Excel skills.
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
2+ YOEBachelor's degree and 2+ years in wealth management or related client-facing role; strong attention to detail, analytical ability, and client service orientation.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOE10+ years client-facing experience in consulting or IT professional services within BFS, experience managing $15M+ P&L, strong stakeholder communication, ability to drive renewals and backlog growth, bachelor’s degree required.
2+ YOEBachelor’s degree required, preferably in business, economics, finance, or mathematics; 2–4 years in mortgage servicing relationship management or client services; mortgage operations knowledge and strong analytical communication skills.
Microsoft PowerPoint, Microsoft Excel, MortgageServ, LoanServ
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Supports development and analysis of depository and credit information; prepares credit authorizations and collateral analysis; sources new business; manages loan and deposit relationships; uses Salesforce to deliver client service.
Alpharetta or Gilbert or Chicago or Sandy or Tampa or New Jersey or Illinois or California
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOERequires 1–2 years of client service experience in financial services and active Series 7 and Series 63 licenses. Strong communication, organization, problem-solving, and client relationship skills required.
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership experience.
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOEBachelor's in finance-related field, 5+ years commercial banking or lending experience, credit analysis and underwriting ability, business development and relationship management skills, ability to travel to client locations.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Edward Jones: Provides personalized financial advice and wealth management services.
5+ YOEBachelor's degree in business or related field or equivalent experience; proficiency in Microsoft Office 365; 5+ years of relevant financial services or client support experience preferred.
Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Arizona or Tempe or Missouri or St. Louis or United States
HybridFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's degree or equivalent experience; proficiency with Microsoft Office 365; 5+ years financial services or client support experience preferred; Series 7 and 66 advantageous; strong communication and problem-solving skills.
Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
TDIndustries: Provides mechanical, electrical, and plumbing construction and facility services.
5+ YOE5+ years experience in client relationship management or construction operations; Bachelor\u0002s preferred; strong communication, problem-solving, and CRM (HubSpot, Salesforce) experience; knowledge of construction delivery and performance metrics.
Alpharetta or Sandy or Gilbert or Tampa or Chicago or United States
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOERequires 1–2 years of financial-services client service experience, active Series 7 and Series 63 licenses, strong communication and organizational skills, and the ability to resolve issues and manage high-volume interactions.