2+ YOEAssociate's or Bachelor's degree, 2+ years client service experience in wealth management, FINRA S6/S7 and S63/S65/66 preferred, experience with Fidelity/Schwab platforms, proficiency in Outlook/Word/Excel and Salesforce.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion, Fidelity, Schwab
Les Olson Company: Provider of office technology, printers, and managed IT services.
5+ YOE5+ MgmtBachelor's or equivalent;5+ years leadership in managed services or IT operations;experience with client onboarding, implementation, and service transition;strong communication and problem-solving;preferred ITIL,PMP,Agile,cloud,cybersecurity,networking knowledge.
Nexus IT: A managed IT, cybersecurity and cloud services provider focused on people, relationships, and results.
5+ YOE5+ years in IT account management or client success; familiarity with M365 administration, cybersecurity practices, IT strategy; strong communication and project management skills; business/delivery credentials preferred.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Experience managing a team, strong client relationship and escalation management, excellent communication and problem-solving, high school diploma required; bachelor’s preferred; CEP preferred; experience in financial/technology/equity compensation is an asset.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEActive Property and Casualty producer license, 5+ years client service management (or 8+ with HS), EPIC and Microsoft Office proficiency, strong middle-market insurance experience, client relationship and mentoring skills.
Orion Advisor Solutions: Provides integrated software and investment solutions for financial advisors.
3+ YOE1+ Mgmt3+ years in client service/operations or technology roles, 1+ year people leadership, high school required (BA preferred), strong communication, analytical skills, and proficiency with Salesforce, Playvox, Workday, Microsoft Office, and WFM.
Microsoft Office, Salesforce, Playvox, Workday, WFM
Director of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Sacramento or Reno or Salt Lake City
$115k-$150k/yrFieldFull Time
BrightSpring Health ServicesNASDAQ: BTSG: Provider of home and community-based health and pharmacy services.
5+ YOE5+ MgmtBA/BS required; 5+ years managing client/account teams; experience in client management or healthcare preferred; advanced Microsoft Office, presentation, and problem-solving skills; ability to travel frequently within territory.
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.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
1+ YOEActive state P&C and/or L&H insurance license required; 1–2 years experience in insurance or customer service preferred; familiarity with AMS360; strong communication, organizational and multitasking skills.
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOE2-5 years client success experience; fund formation knowledge; APIs/SFTP familiarity; strong communication with executives; startup environment adaptability.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
3+ YOE3-5 years supporting customers in B2B SaaS, strong verbal and written communication, organization, tech-savvy; familiarity with Zendesk or HubSpot Service Hub helpful.
Atlanta or Boston or Chicago or Denver or Los Angeles or New York or Salt Lake City or San Diego
$80k-$115k/yrRemoteFull Time
DEPT: Global digital agency providing integrated technology and marketing services.
3+ YOE3+ years agency client service experience supporting large media accounts; experience with paid search/paid social/programmatic, campaign execution, budget management, and strong communication and problem-solving skills.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOEProvide client service and administrative support for wealth management advisors; strong organization, Microsoft Office proficiency, 1+ years relevant experience, attention to compliance and client confidentiality.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, Salesforce, Redtail, Orion, Tamarac
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOE10+ years in client-facing/account leadership within IT professional services or consulting, strong US healthcare provider domain knowledge, P&L and sales experience, must reside in Western US and travel, MBA or bachelor's or equivalent, authorized to work in the US without sponsorship.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide front-desk customer service for pet owners including greeting clients, answering phones, scheduling, payments, record management, and light hospital maintenance.
American Red Cross: Provides disaster relief, emergency assistance, and blood donation services.
5+ YOE5+ MgmtBachelor's degree or equivalent, 5+ years building and leading volunteer teams, intermediate Microsoft Office, ability to deploy for disasters and work nights/weekends, able to lift up to 30 lbs.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook