Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory and wealth management; ability to manage account operations and client onboarding.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Work-from-home client services role requiring strong communication, interpersonal skills, ability to work independently and ethically, and a desire to help families.
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.
Premier Press: Creative production providing printing and branded merchandise.
10+ YOE10+ years in project management, client services, or operations leadership; proven team leadership; experience with MIS/ERP and iQuote/Monarch/Antera/Veracore/Propago; strong communication and business acumen.
GardaWorld: Provides physical security, cash management, and integrated risk services.
1+ YOE1+ MgmtAuthorized to work in the US, valid driver's license, pass extensive screening, college degree or equivalent, minimum 1 year management experience (3 preferred), experience overseeing multiple sites, leadership skills.
Aya Healthcare: Provides healthcare staffing and workforce management software solutions.
1+ YOEBachelor's or equivalent industry experience; direct Educational Services & Therapy staffing sales experience; metrics-driven with 1+ year top-producer track record; strong client relationship, communication, and strategic skills.
Bachelor's degree (or equivalent), strong client service and operations skills, experience communicating with high-net-worth clients, ability to onboard and maintain accounts, and strong written and verbal communication.
Client service advocate with passion for exceptional service; smart, people-focused, team player; detail-oriented; eager to learn; adaptable; committed to core values of accountability, balance, excellence, integrity, respect and humanity.
Allied Universal: Provides security personnel, technology, and facility management services.
3+ YOEHigh school diploma or equivalent, minimum 3 years event management/supervisory experience, ability to work nights/evenings/holidays, experience hiring/developing staff, highly proficient in Microsoft Office, licensing as required by state.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Veterinary or client-service experience preferred; strong communication, organization, scheduling, payment processing, and customer-focus in a fast-paced clinic.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
Strong customer-service and communication skills; intermediate-advanced Microsoft Outlook and Excel; ability to learn systems quickly, manage client inquiries, process account paperwork, and handle sensitive information with discretion.
Microsoft Outlook, Microsoft Excel, Schwab, Fidelity, CRM systems
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Part-time client service role in a veterinary hospital; strong communication; 18+; ability to stand and lift up to 50 lbs; English fluency; veterinary/medical background preferred.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, deliver accurate client materials, knowledge of investment products preferred, strong Microsoft Office and Salesforce skills, high school diploma/GED required, FINRA SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Public Consulting Group: Provides management consulting and technology solutions to government agencies.
2+ YOE2+ years related experience, strong analytical and communication skills, proficiency with Microsoft PowerPoint/Excel/Word and databases, ability to manage time and client relationships.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEProperty & Casualty license required, Bachelor’s with 5+ years (or HS with 8+ years) client service experience, EPIC and Microsoft Office proficiency, CISR/CIC/CPCU preferred, strong communication and independent work skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Client service experience preferred. Willingness to obtain Series licensing (Series 7/66 or Series 63/65). Advanced Microsoft Office skills and strong communication, organizational, and time management skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom