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.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor\u0002s degree preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Franklin TempletonNYSE: BEN: Provides global investment management services to retail and institutional clients.
3+ YOEBachelor's degree or equivalent required; client onboarding or financial services experience preferred; strong client service, communication, analytical skills; knowledge of KYC/AML and onboarding processes; proficiency with Microsoft Office and SharePoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOE3+ years commercial client service management experience, property and casualty insurance license, proficiency with Microsoft Office, strong communication, adaptability, and collaborative mindset.
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.
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.
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
2+ YOE2 years customer service experience required; 1 year veterinary (or human medical) experience preferred. Strong communication, basic math, appointment scheduling, data entry, and client interaction skills.
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.
High school diploma or GED required; office experience preferred. Must be proficient with Microsoft Office and CRM, have strong communication and organizational skills, and handle client account processing and administrative tasks.
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Valid driver’s license and clean background check; active Health & Life license or willingness to obtain; bachelor’s degree or equivalent; strong interpersonal and time-management skills.
Align HCM: Provides implementation and managed support services for HCM software.
Quota-carrying sales role requiring full-cycle professional services selling experience (HCM/Workforce/H RIS/Payroll), ability to engage C-level stakeholders, and willingness to work US business hours and travel up to 25%.
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years experience including public accounting (Big Four Audit Manager preferred), bachelor’s in accounting/finance/business required, CPA preferred, client relationship and business development experience, strong interpersonal and project management skills.
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
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
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.