3+ YOE3+ years in wealth management and advisor support, strong admin and client service skills, Microsoft Word/Excel and CRM experience, Series 7/66 preferred, bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, CRM, Account View
Wildfire Defense Systems: Provides wildfire loss prevention and emergency response for insurers.
3+ YOEBachelor's degree in business, marketing, or related field; 3–5 years of professional product or service experience; client and project management experience; Microsoft Excel proficiency. PMP and French preferred.
United States or Idaho or Utah or Arizona or Oregon or Colorado
$55k-$70k/yrRemoteFull Time
Public Consulting Group: Provides management consulting and technology solutions to government agencies.
BA/BS or equivalent experience; client management experience preferred; strong communication, collaboration, analytical, and project management skills; proficiency in Microsoft Office; experience in Special Education preferred.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide front-desk client service in a veterinary hospital, manage records and payments, answer phones, use Microsoft Word/Excel, multitask accurately, remain composed in stressful situations; prior veterinary experience preferred.
Florida or Georgia or South Carolina or Virginia or Texas or Ohio or Tennessee or Missouri or Utah or Idaho or Oregon
RemoteFull Time
AnywhereWorks: Provides virtual receptionist and team collaboration software solutions.
40 hours/week availability with specific Pacific Time windows, completed client account manager internship within past 6 months (or at internship end), strong communication, organization, documentation; bilingual Spanish preferred.
Glacier BancorpNYSE: GBCI: Regional bank holding providing commercial and consumer banking services.
5+ YOEHigh school diploma, 5+ years client-focused banking or professional services experience, supervisory experience, strong relationship-building and communication skills, ability to recommend financial products.
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yrRemoteFull Time
Milliman: Global provider of actuarial and risk management consulting services.
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.
3+ YOE3+ years relevant experience in investment management/financial services; bachelor's degree preferred; knowledge of investment accounting and structured products; strong communication, documentation, and Microsoft Office skills; client relationship and mentoring experience.
Client Account Service Associate Senior -Registered in Boise, Idaho, United States
Boise, Idaho, United States
OnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
6+ YOEBachelor's degree and 6+ years of client services, wealth management, relationship management, or related experience. Requires Series 7 and 66 or 63/65, life and health licenses, and advanced wealth management knowledge.
Portland or Oregon or Washington or Idaho or Alaska or Montana
$98k-$129k/yrHybridFull Time
SWCA Environmental Consultants: Provider of environmental planning and natural resource consulting services.
4+ YOEBachelor's degree, 4+ years of relevant experience, 3+ years of project management, staff management, proposal and budget development, business development, and client relationship management.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and desire for professional growth and development.
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
Everise: Global provider of technology-enabled customer experience and outsourcing solutions.
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
8+ YOEBachelor’s degree or equivalent experience, 8+ years of private client or high-net-worth insurance experience, valid insurance license, continuing education, Microsoft Office proficiency, and strong communication and organizational skills.
8+ YOEBachelor’s degree or equivalent experience, 8+ years in private client or high net worth insurance, valid insurance license, continuing education compliance, Microsoft Office proficiency, and strong communication and organizational skills.
8+ YOEBachelor’s degree or equivalent experience, 8+ years in private client or high-net-worth insurance, valid insurance license, continuing education compliance, Microsoft Office proficiency, and strong communication and problem-solving skills.
Alliant Insurance Services: National provider of insurance brokerage and risk management services.
8+ YOEBachelor’s degree or equivalent experience, 8+ years of private client or high-net-worth insurance experience, valid insurance license, continuing education, Microsoft Office proficiency, and strong communication and problem-solving skills.
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
2+ YOEBachelor's degree, 2+ years payroll/finance client services or support, project management experience, proficiency with SQL, Microsoft Access, Microsoft Excel, escalation and client retention experience.
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yrHybridFull Time
Aldrich: Provides accounting, tax, wealth, and business advisory services.
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; client service experience preferred. Requires adaptability, strong communication, judgment, discretion, computer skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce