Data Analysis Incorporated: Holding providing strategic direction and services for investment, data, and communication firms.
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
2020 Companies: Provides outsourced sales and marketing services for global brands.
5+ YOEBachelor's degree or equivalent experience; 5+ years in account management, client services, or retail operations leadership in consumer technology or telecom; executive communication, budgeting, analytics, and workflow expertise.
Google Workspace, Google Slides, Google Docs, Google Sheets, DailyPay
LeadsOnline: Software for law enforcement to track property and solve crimes.
7+ YOE7+ MgmtRequires 7+ years managing training delivery and 5+ years instructing in a similar business. Requires communication, technical problem-solving, leadership, prioritization, and client-support skills; law enforcement experience preferred.
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing and relationship-building skills, project execution ability, problem-solving expertise, and brokerage industry knowledge; bachelor's degree and Series 7 preferred.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
5+ YOERequires 5+ years in financial services, wealth management or financial planning operations, Salesforce expertise, Orion and eMoney proficiency, strong organization and communication skills; bachelor's degree and Series 65 preferred.
Anderson Merchandisers: Manages in-store product displays and inventory for retail brands.
5+ YOE5+ MgmtRequires 5–7 years of account management experience, strong communication, deadline management, and proficiency with the DASH platform; 5+ years of management experience preferred.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years in wealth management, FINRA registrations (Series 7/63/65/66/24), university degree preferred, proven business development, team leadership, compliance focus, client relationship management.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years in wealth management, Series 7/63/65/66/24 registrations, demonstrated leadership, compliance focus, business development and client retention experience.
McAdams: Provides civil engineering, land planning, and landscape architecture services.
7+ YOEBachelor's degree,7+ years business development experience in A/E/C,proven revenue growth,leadership in professional organizations,MS Office and CRM proficiency,and ability to travel as needed.
Thomson ReutersNASDAQ: TRI: Provides professional software, data, and news services globally.
8+ YOEManage strategic global legal enterprise accounts, drive retention, renewals, value realization and expansion; strong executive communication and enterprise software deployment experience required.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
5+ YOEMinimum 5 years client services and financial advisory experience, high school diploma, proficiency with Redtail, eMoney, NDEX, Microsoft Outlook/Excel/Word, strong communication, discretion, and organizational skills.
Redtail, eMoney, NDEX, Microsoft Outlook, Microsoft Excel, Microsoft Word
Lockton: Provides insurance brokerage and global risk management solutions.
7+ YOE7+ years client services experience (2+ in brokerage consulting preferred). Bachelor's in business or equivalent experience; strong MS Office, travel availability, communication, and time-management skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
FedExNYSE: FDX: Global provider of courier, logistics, and transportation services.
5+ YOERequires 5+ years in operations management with program management experience, team leadership, business administration, data analysis, project management, cross-functional collaboration, and a bachelor's degree in business or equivalent experience.
PowerBI, Tableau, Google Docs, Google Forms, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel