Liberty Savings Bank: A family-owned bank providing personal and business financial services.
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
360 Advanced: Provides cybersecurity, compliance audits, and risk assessment services.
3+ YOE3+ years in cybersecurity or professional services and 3+ years in account management/client success with revenue ownership; bachelor's in business preferred; CRM proficiency; quota achievement; strong communication and account strategy skills.
Alpharetta or Birmingham or North Fort Myers or Wallingford or Kansas City
HybridFull Time
Surgical Information Systems: Provides clinical and financial software for ambulatory surgery centers.
3+ YOE3–5 years management experience in medical billing or ambulatory surgery settings; strong coaching, forecasting, scheduling, and analytical skills; superior communication and customer-service orientation.
Electronic Health Records (EHRs), Anesthesia Information Management System (AIMS)
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
United Veterinary Care: Provides clinical, specialty, and emergency veterinary medical services.
2+ YOE2 years customer service experience required; 1 year veterinary or medical practice experience preferred; strong communication, time management, basic math for transactions, and client empathy.
Veterinary Innovative Partners: Operates a network of veterinarian-owned animal hospitals and clinics.
Provide front-desk customer service for veterinary clinics: greet clients, schedule appointments, update records, process payments, use practice management systems and Microsoft Office, multitask, and communicate effectively.
GIS National: Provides employee benefits technology and enrollment solutions to businesses.
Provide prompt, high-quality service to broker partners, clients, and carrier resources; manage enrollments and inquiries; handle tickets and communications.
Microsoft Excel, Microsoft Office, Benefit Administration systems
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
0+ YOEClient service experience in wealth management or financial services (0+ years). Strong verbal/written communication, organization, discretion, and proficiency with Microsoft Office; ability to learn platforms quickly.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, BNY Pershing, Charles Schwab Advisor Services
St. Petersburg or Boston or St. Louis or Atlanta or Morristown
$153k-$194k/yrHybridFull Time
Zelis: Providing healthcare payment and claims cost management solutions.
10+ YOESenior leader with 10+ years driving client success at scale, strong financial and operational management, organizational design, change management, AI tool proficiency, and executive influence.
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
CDM Smith: Provides engineering and construction services for infrastructure projects.
4+ YOEBachelor's degree or equivalent experience, 4 years related experience, PMP/CCM/DBIA required (within 12 months), PE preferred, up to 10% travel, strong client and project management skills.
Client Relationship Specialist - St. Petersburg, FL
St Petersburg, Florida, United States
$46k-$68k/yrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOE1+ year client-facing or customer service experience; strong attention to detail, active listening, communication, adaptability, and coachability; ability to manage multiple priorities and follow processes.
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
7+ YOE7+ years financial services marketing experience; bachelor’s degree or equivalent preferred; experience with insurance/retirement businesses preferred; strong project management, communication, and digital marketing skills; Series 7 and 63 preferred.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
0+ YOEProvide high-touch administrative support to Financial Advisors; process client transactions, open accounts, use CRM and Excel, communicate with clients across channels, and manage competing priorities.
Client Relationship Management (CRM) software, Microsoft Excel
Veterinary Client Service Rep - Noah's Place Animal Medical Center
St. Petersburg, Florida, United States
OnsiteFull Time
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Providing front-desk client service including greeting visitors, answering phones, scheduling appointments, processing payments, managing medical records, and educating clients on basic pet care.
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
10+ YOEActive life and health license, 10+ years relevant experience, ability to architect enterprise service models, expert market knowledge and strategic judgement.
Veterinary Client Service Rep - Noah's Place Animal Medical Center
St. Petersburg, Florida, United States
OnsiteFull Time
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide front-desk customer service for clients and pets: greeting visitors, answering phones, scheduling appointments, processing payments, managing records, recommending products, and educating clients on basic pet care.