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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5–10 years of relevant experience, preferably including 5 years in defined contribution plans, client relationship management, regulatory knowledge, consulting, negotiation, project management, and critical thinking.
Covington or Greenwood Village or Salt Lake City or United States
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5–10 years of relevant experience, preferably including five years in defined contribution plans, with strong client relationship, regulatory, consultative, negotiation, and project management skills.
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
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide front-desk customer service for pet owners including greeting clients, answering phones, scheduling, payments, record management, and light hospital maintenance.
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.
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
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.
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
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.
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.