Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; high school diploma/GED required; SIE/Series 7/66 (or 63/65) preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, deliver accurate client materials, learn technology platforms, detail-oriented, high school diploma required; SIE/Series licenses desired; Microsoft Office and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
High school diploma or equivalent; proficiency with AI tools, task management systems, and Microsoft Office; highly organized, detail-oriented, positive attitude; maintain professional accreditations.
AI tools, task management systems, Microsoft Office
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Human Services Case Aide II - Temporary - Continuous Recruitment (Rutland, VT, US)
Rutland, Vermont, United States
$20/hrOnsiteTemporary
State of Vermont: Provides public services and governance for Vermont residents.
2+ YOEProvide case management support including gathering information, administrative support, client contact visits, transporting clients; valid driver’s license and ability to travel required. Education: associate's degree OR equivalent college coursework/experience options; background checks required.
Customer Support / Client Development Support Specialist
Middlebury, Vermont, United States
$17-$22/hrOnsiteFull Time
eDOC Innovations: Provides digital document management and transaction automation for credit unions.
Provide client technical support for document-management software, troubleshoot issues, assist with installations and data conversions, conduct training, and document requests. MySQL/SQL and Windows Server/IIS familiarity preferred.
MySQL, SQL, Microsoft Windows Server, Internet Information Services, CRM, DocLogic
Nathan Wechsler & Company: Full-service accounting and tax firm serving New England businesses.
6+ YOE6+ years public accounting tax experience, CPA preferred, experience preparing complex business and individual tax returns, strong technical federal/state tax knowledge, client service, mentoring, and communication skills.
Northern Rivers Family of Services: Provides human services and mental health support for families.
2+ YOEAssociate's degree plus 2 years social services experience (or equivalent), driver's license and reliable vehicle, ability to work nights/weekends and participate in on-call rotation, case documentation and client coordination skills.
Hatch: Provides global engineering, project delivery, and professional services.
10+ YOERequires 10+ years in rail operations, including service planning and feasibility studies; experience leading business development, bids and proposals, fleet planning, O&M estimates, and client-facing technical projects.
Part Time Mental Health Peer Support (Case Manager)
Saratoga Springs, New York, United States
$40-$50/hrOnsitePart Time, Contract
Guardian Recovery: Provides comprehensive addiction and mental health treatment services.
Lived experience or professional knowledge of mental health required; high school diploma/GED, valid NY driver's license, CPR and first aid certification, background check and drug test, personal vehicle for client transportation.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors, manage account openings and transactions, use MoneyGuide, Salesforce, and Microsoft Office; requires analytical thinking, attention to detail, and strong communication.
Hilb Group: Provides insurance brokerage and employee benefits advisory services.
2+ YOEHigh school diploma, 2+ years P&C customer service or sales experience, strong communication and time management, proficiency with AMS360 and PC, ability to manage client accounts and renewals.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide senior-level client service supporting financial advisors, strong knowledge of financial products, MS Office (Excel) proficiency, leadership and organizational skills, and exceptional client communication.
Microsoft Excel, Microsoft Office, MS Online, Internet applications
New York or Philadelphia or Saratoga Springs or Toronto or London or São Paulo or Singapore
$120k-$150k/yrHybridFull Time
Klick: Commercialization partner and marketing agency for life sciences brands.
6+ YOE6+ years client services in advertising, 2+ years pharma/healthcare advertising, managed $2–3M portfolios, strong stakeholder relationships, university degree required (MBA preferred), knowledge of pharma marketing and regulatory considerations.
BAYADA Home Health Care: Provides professional home health care and nursing services.
1+ YOECurrent Vermont LPN license, minimum 1 year LPN experience, graduation from an accredited nursing program, EMR proficiency, ability to travel to client homes, strong interpersonal and time-management skills.