1+ YOEMinimum 1 year financial services experience; strong client service skills; proficiency with Microsoft Excel and custody processing; ability to process wires, trades, and money movements; deadline-driven team player.
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.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Examinetics: Provides mobile and technology-based occupational health and compliance services.
2+ YOEHigh school diploma, 2+ years work experience including client-facing roles, proficiency with Excel and Outlook, strong analytical and communication skills, accurate data entry, ability to handle confidential PHI.
AbbottNYSE: ABT: Provides medical devices, diagnostics, and science-based nutritional products.
High school diploma or equivalent, experience in customer/client service or administrative operations with strong accuracy and documentation skills; call center experience preferred; familiarity with drug-testing processes and DOT rules; Microsoft Word/Excel/Outlook proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Pinion: Accounting and management consulting for agribusiness and food industries.
3+ YOE3+ years operations experience in wealth management or executive-level admin, proficiency with CRM and Microsoft Office Suite, high attention to detail, strong communication and relationship skills; notary/Series 7/65 valued.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, schedule appointments, process transactions, and support branch business planning; strong computer and client-service skills required.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented with client-service and communication skills; willingness to obtain Series 7/63/65/66 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; high school diploma required, college preferred; willingness to obtain Series exams; advanced Microsoft Office skills and strong communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Lockton: Provides insurance brokerage and global risk management solutions.
Associate's degree or equivalent experience, analytical and problem-solving skills, strong organization and time management, Microsoft product proficiency, and professional client communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Shared Services Coordinator - Kansas City (Hybrid)
Kansas City, Missouri, United States
HybridFull Time
Littler Mendelson, P.C.: Global law firm focused exclusively on employment and labor law.
3+ YOE3+ years professional experience, high school diploma or equivalent, strong organizational and proofreading skills, proficiency with Microsoft Word and Excel, ability to operate standard office equipment and work within multiple client systems.
Mutual Savings Association: Provides administrative support to management and staff in a financial services office while offering interns professional experience.
Adaptable, organized, proactive; provide administrative support to management, supervisors, agents, and client service staff in a financial office.
Renaissance Financial: Provides comprehensive financial planning and investment management services.
Manage client servicing and onboarding, schedule appointments, prepare reports, support advisors; associate degree required, strong organizational and communication skills, proficiency with Excel/Outlook/Salesforce.
Microsoft Excel, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion
Missouri Department of Transportation: A state government providing public assistance and social services to Missouri residents.
4+ YOEHigh school diploma and four years of customer service experience, or a bachelor's degree. Requires compassion, personable communication, and non-judgmental client service.
Miller Electric Company: Provides electrical and technology infrastructure construction and maintenance services.
Coordinating and scheduling service and maintenance calls, dispatching technicians, maintaining job logs, entering time and materials into AS400, and handling client communications.
DiPasquale Moore: Provides legal representation for victims of personal injuries.
Front-desk or customer-facing experience preferred; strong client-service and communication skills; familiarity with scheduling/calendar management (Outlook); strong organization and multitasking.
Ntiva: Provides managed IT services and cybersecurity solutions for businesses.
Hands-on Microsoft 365 administration, Claude/LLM tooling, secure configuration and governance, API/SSO integrations, service-delivery and client-facing skills, and project/engagement management.
Claude, Microsoft 365, Entra ID, Purview, Teams, SharePoint, Outlook, Microsoft 365 admin center, Anthropic