1w
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Client Executive
Gulfport, Mississippi, United States
HybridFull Time
5+ YOE5+ years client service/claims management with bachelor’s or 10+ years with HS/GED; insurance knowledge; appropriate licensing as required; strong communication, relationship management, and data-driven decision skills; ability to travel up to 25%.
Microsoft Office
2mo
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Client Service Coordinator
Slidell, Louisiana, United States
$15-$19/hr OnsiteFull Time
Provide professional client service, manage client/pet flow, perform administrative and financial tasks, educate clients on wellness plans, strong communication and multitasking skills.
Workday
2mo
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Client Service Coordinator
Slidell, Louisiana, United States
$15-$19/hr OnsiteFull Time
Customer-focused coordinator providing client and pet flow management in a veterinary hospital.
Workday, CRM, Electronic Medical Records
6d
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
4w
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Wealth Management Client Associate
New Orleans, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking and investment solutions. Requires strong client focus, adaptability, and computer proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Wealth Management Client Associate
New Orleans, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
13h
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Personal Lines Senior Client Manager
Covington, Louisiana, United States
OnsiteFull Time
3+ YOE3+ years personal property & casualty experience, state P&C license required, proficiency in Microsoft Excel and Word, experience with agency management systems and carrier sites, strong client service and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft Office
1mo
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Client Relationship Manager Mid - Market
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yr RemoteFull Time
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
5d
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Benefits Client Support Representative
Covington, Louisiana, United States
OnsiteFull Time
Experience in HR/employee benefits or customer service; ability to resolve benefits portal issues, train clients/teammates, manage broker relationships, and use Microsoft Office; strong organization and communication.
Microsoft Office Suite, Salesforce
1mo
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Senior Client Management Associate
New Orleans, Louisiana, United States
OnsiteFull Time
2+ YOE2+ years investment industry experience, high school diploma or equivalent, strong Microsoft Office skills, CRM and SharePoint experience, excellent communication, attention to detail, and ability to manage client requests and transactions.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF, CAPCONNECT, SharePoint
3w
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Director of Client Delivery - Growth & Marketing Practice (External Client-Facing)
Baton Rouge or New Orleans
HybridFull Time
10+ YOE10+ years leading project delivery or client services in agency or professional services, bachelor’s degree, supervisory experience, experience with project management platforms and AI/automation tools, strong operational and client-facing skills.
Asana, Monday.com, ClickUp, Wrike, Smartsheet, Microsoft Power Automate, Microsoft Power BI, Microsoft Lists, Copilot Enterprise, ChatGPT, Claude, Google Analytics, Google Ads, Meta Ads, LinkedIn Ads, SEMrush, HubSpot, WordPress, Wix, Squarespace
1mo
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Work From Home - Client Services Representative
Kenner, Louisiana, United States
RemoteFull Time
Conduct virtual consultations, assess client needs, build ongoing client relationships, complete administrative tasks; strong communication, motivated, trainable, and comfortable with web conferencing (Zoom).
Zoom
2mo
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Registered Client Service Associate
New Orleans, Louisiana, United States
OnsiteFull Time
2+ YOEAssist financial advisors with client service, account maintenance, and admin support; HS diploma, 2+ years industry exp; Series 7/66 or 63/65 licenses.
Microsoft Office
1w
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Commercial Lines Client Service Manager
Metairie or Covington or La Place
OnsiteFull Time
2+ YOEAssist producers and clients with commercial policy processing, endorsements, audits, cancellations; active P&C license required or obtainable; 2 years P&C servicing preferred; proficiency with Microsoft Office and AMS.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Applied Epic
1mo
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Client Executive - Emerging Middle Market - Managing Director
New Orleans, Louisiana, United States
OnsiteFull Time
15+ YOEMinimum 15 years senior investment banking experience covering Emerging Middle Market; proven track record originating and executing M&A, equity and debt transactions; sector experience in Industrial, Retail & Consumer and/or Business Services; strong communication, quantitative and analytical skills; leadership and client management.
2mo
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Client Service Coordinator
New Orleans, Louisiana, United States
$15/hr OnsiteFull Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
0+ YOECustomer-focused receptionist with strong communication, multitasking in a fast-paced veterinary setting.
Scheduling software, Multi-line phone system, Computer systems
3w
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Client Onboarding Specialist
New Orleans or Chicago
$50k-$65k/yr OnsiteFull Time
2+ YOEBachelor’s degree, 2+ years related experience, strong communication and problem-solving, Microsoft Office and Google Suite proficiency, ability to travel including overnight.
Microsoft Word, Microsoft Excel, Google Mail, Google Docs, Google Sheets, Google Drive
1mo
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Client Services Specialist
Covington, Louisiana, United States
$45k/yr FieldFull Time
2+ YOE2 years customer service and administrative experience, high school diploma/GED, Group One Life and Health license (or obtainable in 90 days), familiarity with HIPAA/PHI, strong verbal/written communication and Excel/Word/Outlook skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
1w
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Director, Client Success
Plano or Columbia or Indianapolis or New Orleans or United States
RemoteFull Time
5+ YOE2+ Mgmt5+ years senior leadership experience with 2+ years managing managers, deep benefits administration or HR tech/SaaS experience, data fluency, management development skills, and US work eligibility.
HubSpot, Monday.com, TrakStar
2w
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Client Success Manager
New Orleans or Baton Rouge
HybridFull Time
1+ YOE1-2 years sales support or digital marketing experience; skilled in Microsoft Office and Teams; strong communication, organizational, and time-management skills.
Microsoft Office Suite, Microsoft Teams