BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
Requires detail orientation, multitasking, writing, critical thinking, organization, typing, computer skills, and Microsoft Office experience; a bachelor's degree is preferred but not required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet Explorer
Moneco Advisors: Independent wealth management and financial planning firm.
3+ YOE3+ years client services or administrative experience, strong verbal and written communication, Microsoft Office proficiency, CRM experience preferred, background in financial services a plus.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
Yale University: Provides higher education and conducts global academic research.
2+ YOEBachelor's degree and two years of experience or equivalent; MacOS and Windows expertise, machine deployment experience, analytical and troubleshooting skills, strong communication, documentation, and customer service abilities.
ServiceNow, Microsoft Intune, macOS, Windows, Linux, ArcGIS, Active Directory
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
Fosdick Fulfillment: Direct-to-consumer and retail order fulfillment and distribution services.
1+ YOEBachelor’s degree in Communications or Business Administration plus 1-3 years in Client Services/Account Management or related fields; effective communicator; able to travel between CT facilities.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOEPrefer 3-5 years client service experience in finance or a related degree; Series 7 and 66 licenses not required at hire; strong communication, attention to detail, and proficiency with Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account tasks, support advisors with administrative and operational responsibilities; strong attention to detail, analytical thinking, computer literacy.
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and customer service knowledge, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Professional phone presence and prior front-desk or customer-service experience; organized, proficient with Microsoft 365/Outlook, able to multitask and use a CRM; strong verbal and written communication.
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEHigh school diploma or GED, 1+ year administrative, reception, office management, hospitality, or customer service experience, strong Microsoft Office skills, and excellent communication, organization, and multitasking abilities.
Jones Jones: Defense law firm specializing in insurance and workers' compensation.
1+ YOERequires 1–2 years of administrative experience, preferably in healthcare, strong organization and communication skills, discretion with sensitive information, multitasking, problem-solving, and Microsoft Office proficiency.
Quinnipiac University: Private university providing undergraduate and graduate degree programs.
Provide on-site event support, client service, logistics, light lifting, and administrative tasks; must have transportation, strong communication, and experience with Canva preferred.
Massapequa Center Rehabilitation & Nursing: Provides skilled nursing and comprehensive rehabilitation services to residents.
Weekend availability required, with flexibility for occasional weekdays. Professional, friendly demeanor and client service skills required; healthcare facility experience and SigmaCare preferred.
SigmaCare, Microsoft Word, Microsoft Outlook, Microsoft Excel
Synergy HomeCare: Provides non-medical in-home care and companionship for seniors.
1+ YOE1+ year scheduling experience, high school diploma, valid driver's license and insured vehicle, strong customer service and communication skills, ability to prioritize client care.
EisnerAmper: Provider of accounting, tax, and business advisory services.
10+ YOE10+ years executive assistant experience supporting partners or senior executives in professional services or legal environments; proficiency with Microsoft Office, DocuSign, XCM, and tax workflow tools; discretion with sensitive client information.
XCM, SafeSend, DocuSign, Microsoft Word, Microsoft Excel, Microsoft Outlook, TaxCaddy, Practice CS, ProSystem fx (ProFX), Adobe PDF