Hylant: Privately held U.S. insurance brokerage serving businesses and individuals with employee benefits and risk-management consulting.
3+ YOEBachelor's in business, insurance, or risk management; 3+ years insurance client service; active Property & Casualty license; MS Office; CIC or CRM designation encouraged.
Microsoft Office, Excel, Word, PowerPoint, Outlook
Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
Drips: Conversations-as-a-Service helping organizations engage customers through AI-powered two-way text and phone outreach.
4+ YOE4+ years enterprise CSM or project management experience; strong communication, organization, and client-facing skills; proficiency with Salesforce, Tableau, Microsoft Office/Teams; ability to translate data into actionable insights.
Salesforce, Tableau, Microsoft Office, Microsoft Teams
Unison Risk Advisors: Privately held, majority employee-owned insurance brokerage and risk management firm serving businesses and individuals.
1+ YOERequires 1–3 years of related experience or equivalent education and experience, strong organization, problem-solving, independent work, communication, and deadline management skills.
Albany or Cleveland or New York City or Buffalo or Brooklyn or Syracuse or Rochester
$71k-$125k/yrHybridFull Time
KeyBank National Association: National Association is a wholly owned U.S. regional bank serving individuals, businesses, and institutional clients.
3+ YOEBachelor’s degree or equivalent experience, 3+ years of banking or cash management experience, customer service and client presentation success, and strong analytical, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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 Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
Oppenheimer & Co. Inc.NYSE: OPY: Wholly owned full-service brokerage and investment bank serving individuals, families, corporations, and institutions.
1+ YOEBachelor's degree preferred; 1-2 years of financial services or fixed income experience beneficial. Requires MS Office proficiency, confidentiality, accuracy, organization, communication, multitasking, and deadline management.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
MedVet: Network of veterinarian-owned and led emergency and specialty hospitals.
Provide front-line client service in a veterinary hospital: check-in clients, answer phones, manage medical records and payments; basic computer skills (Word, Excel); calm under stress and strong communication.
Good Place Institute: Biblically grounded not-for-profit holding owning businesses in industrial services, software, training, farming, and property management.
5+ YOE5+ years in B2B sales, business development, or professional services; proven lead generation and conversion; strong communication; CRM management; passion for mission-driven work.
BAYADA Home Health Care: Providing compassionate nursing and home care services.
Bachelor's degree preferred; strong computer, communication, and interpersonal skills required. Home care, Medicare, EMR, Home Care Homebase, OASIS, and supervisory experience are preferred or advantageous.
Medicare, Home Care Homebase, OASIS, electronic medical record, Udemy
Client Service Account Manager MidCorp - Healthcare Payments - Vice President
Pittsburgh or Tampa or Boston or Rochester or Ravenna or Fort Worth or Pennsylvania or Florida or Massachusetts or New York or Ohio or Illinois or Texas
$91k-$171k/yrRemoteFull Time
InstaMed: Healthcare payments technology connecting consumers, providers, and payers.
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech or merchant services; strong relationship, organizational, and judgment skills; bachelor’s degree preferred; willingness to travel up to 20%.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Cal Engineering Solutions, Inc.: Employee-owned environmental and geotechnical engineering consulting firm serving public and private clients across the United States.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
Managing phone and email client communications, routing inquiries, maintaining client database, using ControlTex/Cube, advanced Microsoft Excel, HS diploma, 1–3 years customer service or administrative experience preferred.
ArhausNasdaq: ARHS: Premium home furnishings retailer.
5+ MgmtBachelor's degree and 5+ years of management experience in customer service, contact center, delivery scheduling, workforce management, logistics, or related operations. Requires transformation, project management, analytics, and advanced Excel and PowerPoint skills.
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
3+ YOEBachelor's preferred; Series 7 and 66 or willingness to obtain; 3+ years client-service experience in wealth management/private banking; strong attention to detail, communication, and organizational skills.
Fremont or Toledo or Cleveland or United States or Australia or United Kingdom or Canada or Ireland or Germany or Italy or France or Spain or Chile or China or India or Japan
$60k/yrOnsiteFull Time
AramarkNYSE: ARMK: Global provider of food, facilities, and uniform services.
1+ YOE1+ MgmtAt least 1 year of experience, including 1 year in management; strong interpersonal, customer service, client relationship, operational, financial, safety, and food service skills. Bachelor's degree preferred.
Johnson Investment Counsel: Employee-owned U.S. wealth manager providing fee-only investment and planning services to individuals, families, businesses, and nonprofits.
Supports client and account operations, digital tooling, and service delivery in a wealth management setting; requires high school diploma; finance experience and strong digital skills preferred.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, Custodial platforms, Document management systems
Litigation Management, Inc.: Women-owned U.S. legal and medical data analytics serving law firms and corporate litigation teams.
5+ YOE5+ years in consultative sales, strategic account management, or business development; experience in legal services or insurance defense; strong communication and executive presence; able to navigate complex client environments; strategic growth mindset.