2+ YOEAssociate's or Bachelor's degree, 2+ years client service experience in wealth management, FINRA S6/S7 and S63/S65/66 preferred, experience with Fidelity/Schwab platforms, proficiency in Outlook/Word/Excel and Salesforce.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion, Fidelity, Schwab
Colchester or Salt Lake City or Charleston or Nashville
$66k-$141k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Requires CA, ACCA, ACA, or CPA; client services or account management experience; financial reporting under GAAP or IFRS; and experience with the insurance regulatory environment.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEActive Property and Casualty producer license, 5+ years client service management (or 8+ with HS), EPIC and Microsoft Office proficiency, strong middle-market insurance experience, client relationship and mentoring skills.
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yrOnsiteFull Time
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
3+ YOE3-5 years supporting customers in B2B SaaS, strong verbal and written communication, organization, tech-savvy; familiarity with Zendesk or HubSpot Service Hub helpful.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOEProvide client service and administrative support for wealth management advisors; strong organization, Microsoft Office proficiency, 1+ years relevant experience, attention to compliance and client confidentiality.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, Salesforce, Redtail, Orion, Tamarac
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
1+ YOEMaintain client relationships, manage new and renewal commercial accounts, prepare underwriting submissions, and use AMS360. Active state P&C and/or L&H insurance license required; 1–2 years insurance or customer service experience preferred.
Nexus IT: A managed IT, cybersecurity and cloud services provider focused on people, relationships, and results.
5+ YOE5+ years in IT account management or client success; familiarity with M365 administration, cybersecurity practices, IT strategy; strong communication and project management skills; business/delivery credentials preferred.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Experience managing a team, strong client relationship and escalation management, excellent communication and problem-solving, high school diploma required; bachelor’s preferred; CEP preferred; experience in financial/technology/equity compensation is an asset.
Orion Advisor Solutions: Provides integrated software and investment solutions for financial advisors.
3+ YOE1+ Mgmt3+ years in client service/operations or technology roles, 1+ year people leadership, high school required (BA preferred), strong communication, analytical skills, and proficiency with Salesforce, Playvox, Workday, Microsoft Office, and WFM.
Microsoft Office, Salesforce, Playvox, Workday, WFM
Kelso Building Services: Provides mechanical, electrical, and plumbing services for commercial facilities.
3+ YOERequires 3+ years in BAS, HVAC, mechanical service, technical or service sales, account management, facility services, or related work; customer relationship, communication, organizational, CRM, and territory travel skills.
Client Service Account Manager - Healthcare Payments - Vice President
Monument or Kingman or Apple Valley or Orem or Brush Prairie or Arizona or California or Utah or Washington
$91k-$171k/yrRemoteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech/merchant services; strong relationship-building, analytical, presentation, and problem-solving skills; travel ~25%; bachelor’s preferred; knowledge of healthcare payment and patient accounting systems.
CallTower: Provides cloud-based unified communications and contact center solutions.
5+ YOEBachelor's degree or 6+ years of related experience; 5+ years related experience, including 3+ years managing high-revenue accounts, preferably in technology. Strong communication, presentation, reporting, and data analysis skills.
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
Atlanta or Boston or Chicago or Denver or Los Angeles or New York or Salt Lake City or San Diego
$80k-$115k/yrRemoteFull Time
DEPT: Global digital agency providing integrated technology and marketing services.
3+ YOE3+ years agency client service experience supporting large media accounts; experience with paid search/paid social/programmatic, campaign execution, budget management, and strong communication and problem-solving skills.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOE10+ years in client-facing/account leadership within IT professional services or consulting, strong US healthcare provider domain knowledge, P&L and sales experience, must reside in Western US and travel, MBA or bachelor's or equivalent, authorized to work in the US without sponsorship.