Sturgeon Bay or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years accounting/CAS experience,5+ years leadership in CAS,knowledge of accounting standards and payroll,experience managing teams and client engagements,CPA preferred.
Arizona or California or Colorado or Florida or Georgia or Oregon or Texas or Utah or Tennessee or Washington
$80k-$85k/yrRemoteFull Time
Kyo Autism Therapy: Provider of Applied Behavior Analysis therapy for autism.
4+ YOE2+ MgmtBachelor's degree or equivalent, 4+ years in client services/healthcare operations, 2+ years people management, experience with Salesforce/Zendesk/ERP implementations, and AI/automation tools.
Arizona or California or Colorado or Florida or Georgia or Oregon or Texas or Utah or Tennessee or Washington
$80k-$85k/yrRemoteFull Time
Kyo: Provides individualized behavioral therapy for children with autism.
4+ YOE2+ MgmtBachelor's degree or equivalent and 4+ years in client services/healthcare operations; 2+ years people management; experience with Salesforce/Zendesk, AI/automation, analytics; strong communication and judgment.
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
Everise: Global provider of technology-enabled customer experience and outsourcing solutions.
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yrHybridFull Time
Aldrich: Provides accounting, tax, wealth, and business advisory services.
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
CCIG: Provides insurance brokerage and risk management services for businesses.
Client-facing insurance servicing role; strong communication, organization, and data-entry skills; proficiency with Microsoft Office and Epic; 1-2 years industry experience beneficial but not required.
Epic, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Client Services Supervisor - Theaters and Residencies
Denver or Los Angeles or United States or Europe or Asia or Australia or New Zealand
$29/hrOnsiteFull Time
AXS: Provides digital ticketing and marketing solutions for live events.
3+ YOE3+ years live event ticketing experience, high school diploma (BA/BS preferred), proficiency with Microsoft Word/Excel/Outlook, strong problem-solving, multitasking, leadership and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
San Antonio or Manhattan or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
Stirista: Provides identity resolution and data-driven marketing services.
10+ YOE5+ Mgmt10+ years in client services or marketing in data/advertising, 5+ years leading client-facing teams, strong martech and data-driven marketing knowledge, executive communication and leadership skills, bachelor's degree preferred.
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
5+ YOEBachelor's in business or equivalent experience, 5+ years in financial services with client management/installations, in-depth retirement plan regulation knowledge, strong communication, project management, and ability to learn multiple systems.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOE5+ years group health and benefits sales or service experience, strong knowledge of health and welfare plans, bachelor’s degree preferred, valid Life & Disability license in California, valid driver’s license, and Microsoft Word/Excel/PowerPoint proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Redwood TrustNYSE: RWT: Provides residential and commercial mortgage financing and investment services.
3+ YOE3+ years recent mortgage industry and processing experience preferred; strong Excel and Word skills, analytical thinking, communication, and ability to manage loan data and vendor coordination.
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yrOnsiteFull Time
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.