Knowledge of employee benefits, intermediate Microsoft Office skills, experience with agency management systems and HR portals, valid driver license, Texas Life and Health license preferred or to be obtained within 60 days, ability to travel to clients (some air travel).
Microsoft Windows, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Publisher, Microsoft Excel
Las Vegas or Cheyenne or Draper or Las Vegas or Orlando or Dallas or Utah or Washington
$40k-$60k/yrHybridFull Time
Anderson Business Advisors: Provides asset protection and tax planning for business owners.
2+ YOEBachelor's in accounting/finance, 2+ years customer service experience, strong accuracy and multitasking, G Suite/Word/Excel familiarity, ability to coordinate across departments and build client rapport.
G Suite, Microsoft Word, Microsoft Excel, Salesforce CRM
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Providing professional client and pet service, managing client flow, completing documentation and transactions, promoting wellness plans and hospital services, scheduling appointments, and performing basic administrative and cash-handling tasks.
Angels of Care Pediatric Home Health: Provides home-based medical care for children with complex needs.
Experience in customer service, scheduling, or client-facing admin role; strong communication; organized; bilingual in Spanish preferred; proficient with office tech.
Risk Strategies: Specialty insurance brokerage and risk management advisory firm.
2+ YOEBachelor's degree in business/marketing (required), 2+ years account management or client services experience, strong communication, problem-solving, and organizational skills; ability to develop account plans and drive revenue.
Carrollton or Horsham Township or Columbus or Sparks or Clearwater
$18-$21/hrOnsiteFull Time
TridentCare: Provides mobile bedside diagnostic and laboratory services to patients.
1+ YOE1+ year relevant experience; proficiency with Microsoft Office; knowledge of medical terminology and customer service; strong time management, communication, and detail orientation.
Dunwoody or Atlanta or Round Rock or Austin or Dallas or Troy or Indianapolis
$50k-$52k/yrHybridFull Time
BDA: Sells branded merchandise and promotional products for global brands.
2+ YOE2+ years in sales coordination, account management, or purchasing; proficiency with Microsoft Excel, PowerPoint, Outlook, Teams, Salesforce, Oracle EBS, Smartsheet, and Canva; strong communication, organization, and analytical skills; bachelor's preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Salesforce, Oracle EBS, Smartsheet, Canva
Smart City Locating: Helps renters find apartments through a free locating service.
2+ YOEHigh school diploma required; 2+ years experience in customer experience, social media, or marketing preferred. Proficiency with Google G-Suite, CRM tools, Apple products, social platforms; strong communication, grammar, multitasking, and problem-solving skills.
Mindful Health: Providing comprehensive mental health care via in-person and virtual services.
1+ YOEHigh school diploma required; 1+ year behavioral health or healthcare experience; CPR required; strong communication, organization, HIPAA compliance, Microsoft Office and medical office software proficiency.
Client Service – Transaction Coordinator - Analyst
Plano, Texas, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Experience in commercial/CRE lending operations or loan coordination, strong attention to detail, written and verbal communication, multitasking, analytical problem solving, proficiency in Microsoft Office and CREOS/Strategy, and ability to handle confidential information.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CREOS/Strategy
Matter Family Office: Provides investment management and wealth planning for families.
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
StoneEagle: Provides software for automotive dealership F&I and service operations.
10+ YOE10+ years in customer success/account management in automotive or dealer services; strong escalation coordination, CRM hygiene, and executive communication; experience with dealer groups/TPAs; ability to rebuild trust and lead cross-functional teams without authority.