7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's degree and 5+ years of client service or claims management experience, or high school diploma/GED and 10+ years. Requires property and casualty insurance license and Microsoft Office proficiency; supervisory experience preferred.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Bachelor's degree or equivalent and 3–5 years of industry experience. Requires strong communication, financial product knowledge, Salesforce and Microsoft Office proficiency, organization, judgment, and client relationship skills.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Toledo or Fort Wayne or Orlando or Indianapolis or Jacksonville or Cincinnati or Atlanta or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's degree in business, insurance, risk management, or similar; 3+ years of insurance client service experience; active Property & Casualty license; Microsoft Office skills; strong communication and attention to detail.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Louisville or St. Louis or Raleigh or Chattanooga or Mason or Atlanta
FieldFull Time
NOVO Health Services: Linen management and sterilization services for healthcare providers.
Requires industry or customer service experience, Microsoft Office proficiency, communication and analytical skills, independent time management, territory travel, and ability to lift 20–30 pounds and follow PPE protocols.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ABS, Linen Master, Sales Force, Microsoft OneDrive
Ultimus Fund Solutions: Provides fund administration services to the investment management industry.
6+ YOE1+ MgmtBachelor's degree in business administration or related field, 6+ years in client services, 1–2 years of management experience, financial services experience, and Series 6 or 7 license.
84.51°NYSE: KR: Provides retail data analytics and targeted advertising services.
4+ YOEBachelor’s degree and 4–5+ years in media, incentives, account management, business development, or digital marketing; requires strategic thinking, client communication, campaign management, storytelling, and project management.
Kroger Precision Marketing, 84.51° Insights, Kroger Plus
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client and pet flow, perform administrative and financial tasks, promote hospital services and wellness plans, and communicate clearly in English.
Triad Service Solutions: Provides full-service facility maintenance and commercial cleaning solutions.
Experience leading janitorial teams, training and coaching employees, managing staffing and budgets, conducting quality inspections, communicating with clients, and following safety procedures.
automatic scrubbers, vacuums, carpet extractors, quality assurance systems
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead teams, and interest in professional growth and development.
WovenWorks: Integrated agency providing strategic brand and structural packaging design.
8+ YOE8+ years leadership in client service/operations within agency or professional services; experience managing teams, financial acumen, resource planning, process and technology implementation; familiarity with Asana.
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.