Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's License; proficiency with Microsoft Office; ability to travel up to 25%; strong communication and client relationship skills.
CHG Healthcare: Provides healthcare staffing and clinical workforce technology solutions.
2+ YOEBachelor's degree or equivalent; 2+ years in account management/client success/customer service; strong communication, people leadership, Excel proficiency, SaaS and client-facing experience.
Microsoft Excel, Atlassian Suite (Jira Service Desk/Confluence), OneView
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
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
1+ YOEMaintain client relationships, manage new and renewal commercial accounts, prepare underwriting submissions, and use AMS360. Active state P&C and/or L&H insurance license required; 1–2 years insurance or customer service experience preferred.
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.
Human Interest: Provide automated retirement savings plans for small and mid-sized businesses.
3+ YOE3+ years of end-to-end retirement plan administration experience, strong troubleshooting, communication, ERISA knowledge, and ability to manage client accounts and audits.
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.
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.
New York City or Salt Lake City or London or Edinburgh or Pune or Dubai or Geneva or São Paulo or United States
$69k-$107k/yrRemoteFull Time
Addepar: Provides a data platform for wealth management and portfolio reporting.
8+ YOE8+ years client-facing experience (or 5+ with MBA); Bachelor's degree or equivalent; strong client relationship, communication, cross-functional collaboration, problem solving, and data-driven decision skills; US work authorization required.
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.
Courser: Managed IT service provider for cloud and infrastructure support.
2+ YOE2+ years customer service or customer success experience; strong written/verbal communication; CRM and quoting tool experience; organized, proactive, and able to manage multiple priorities.
HubSpot, QuoteWerks, TD SYNNEX, ConnectWise, Microsoft Teams
Odyssey House: Providing addiction treatment and mental health recovery services.
1+ YOE1+ year admissions, behavioral health, case management, or customer-service experience; strong communication and de-escalation; proficiency with Zendesk, Monday.com, BestNotes, Microsoft Office/Google Workspace; valid driver’s license and reliable transportation.
Zendesk, Monday.com, BestNotes, Microsoft Office, Google Workspace
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEMinimum 1 year in client support/financial services; Series 65 or 66 required or to be attained; strong communication; Excel/Word/Outlook/Salesforce; team player; able to work under pressure.