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Location NYC The Opportunity We are seeking a Specialist, Client Programs and Events to join the firm.
Within this position, you will be responsible for the comprehensive planning, coordination, and execution of client-facing events that support the Firm???s business development and marketing objectives.
These events include CLE seminars and webinars, receptions, dinners, and other high-profile functions.
Reporting to the Assistant Director of Client Programs and Events, the Specialist works as part of the global events team and collaborates closely with business development team, practice groups, partners and other administrative departments to ensure the seamless delivery of events of all sizes.
This position will be based in our New York office and has a hybrid in-office/remote working schedule.
Please note that the firm will not sponsor applicants for work visas for this position.
Handles the planning, coordination and execution of client-facing events, including CLE programs, seminars, webinars, and special events such as dinners, receptions and other interactive client engagement events.
Ensures all event details are executed to the highest standard, reflecting the Firm's brand and client service values.
Collaborates closely with the Business Development teams, practice groups, and partners to align event strategies with practice-specific and Firmwide goals.
Works as a collaborative member of the global client events team, supporting events in other offices as needed.
Partners with Business Development teams to identify target audiences and support BD initiatives to maximize ROI.
Ensures compliance with MCLE accreditation standards across relevant jurisdictions for CLE and educational programming.
Builds and helps maintain accurate invitation and attendee lists in the firm's CRM, ensuring data integrity.
Tracks event-related activities in Firm databases, aggregate and analyze data for reporting, and provide post-event analysis and recommendations for improvement.
Researches and maintains up-to-date intelligence on venues, restaurants and vendors.
Coordinates logistics such as catering, audio-visual requirements, and on-site or virtual event support.
Handles contract review and negotiations.
Develops detailed cost estimates for a variety of event types, leveraging market knowledge to ensure accuracy and value; monitors and maintains event budgets throughout the planning and execution process.
Presents event concepts and recommendations to stakeholders, tailoring proposals to event objectives and suggesting enhancements to create exceptional client experiences.
Manages Firm resources responsibly and in accordance with policies and procedures.
Stays informed of industry trends, competitor activities, and emerging event technologies to support innovative and effective event delivery.
Contributes ideas for process improvements and best practices within the events team.
Demonstrates exceptional interpersonal, written, and verbal communication skills to facilitate effective work relationships.
Supports the professional development of colleagues by sharing knowledge and best practices.
Maintains composure and problem-solving skills when unexpected challenges arise during events.
Performs other related duties as assigned to support the Firm???s business development and marketing initiatives.
Qualifications Proficient in relevant Firm computer software programs (e.g., Outlook, Excel, PowerPoint), with the ability to learn new software and operating systems Strong interpersonal and communication skills, with the ability to synthesize and convey information effectively in writing and verbally Demonstrates exceptional close attention to detail Solution-oriented, excellent analytical, troubleshooting, organizational, and planning skills Ability to handle multiple projects and shifting priorities Ability to handle sensitive matters and maintain confidentiality Ability to organize and prioritize work Ability to work well in a demanding and fast-paced environment Ability to work well independently as well as effectively within a team Ability to use discretion and exercise independent and sound judgment Knowledge of Firm practice areas Familiarity with CRM systems and database management Excellent proofreading skills Flexibility to travel Flexibility to adjust hours and work the hours necessary to meet operating and business needs Education and Experience Bachelor's degree Minimum of five years related experience in a professional services environment The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details $100,000
- $110,000
Interim Assistant Director of Agency Nursing Resources
StartDate: ASAP Pay Rate: $15 $160000.00
A Maryland hospital is seeking their next Interim Assistant Director of Agency Nursing Resources!
The Position
- The Interim Assistant Director of Agency Nursing Resources will be responsible for the oversight of day-to-day both nursing and administrative operations throughout the facility.
- Reporting to the Director, the Interim Assistant Director will help to oversee approximately 80+ FTEs with no direct reports, and will focus on departmental initiatives including managing agency weekly reports, mentorship/education, and float pool management.
- Key responsibilities include weekly meetings pertaining to agency utilization, payroll, float pool analyses/process improvement, and staffing initiatives.
- Seeking a detail-oriented leader who will bring excellent communication, collaboration, and strategic planning skills.
- Must be available to start within 2-3 weeks of acceptance.
Requirements
- Bachelor's degree is required.
- Active MD and/or compact RN license is required.
Compensation Details
- Compensation Range: $150,000 to $160,000 annually.
- The final compensation rate will be determined based on experience, education, training, location, internal equity, and budget considerations, in accordance with Fair Market Value evaluation. Additionally, some candidates may be eligible for a comprehensive benefits package, depending on the specific role, including but not limited to health insurance coverage and retirement benefits.
- The listed base compensation range represents a good faith estimate of potential earnings at the time of this job posting and may be subject to future adjustments.
The Community
- Clinton, Maryland, is located 30 minutes outside the Washington, D.C. metropolitan area.
- Washington, D.C., the nation's capital, boasts world-class shopping and dining, professional sports and an array of cultural and historic attractions.
- D.C. is known for its prominent architecture, unique population, and diverse economy.
- You can enjoy national landmarks and museums such as The White House, the Supreme Court, or the Smithsonian.
Interim Leadership with B.E. Smith
- Becoming an Interim Leader through BE Smith provides an exceptional opportunity to rapidly make meaningful improvement in healthcare settings. Is the interim leadership lifestyle right for you? Apply now and discover how Interim Leadership could revolutionize your career path.
- Joining the B.E. Smith team means you could receive a full benefits package upon accepting roles. This includes health, dental, and vision insurance, life insurance, AD&D, and a flexible spending account, with some benefits varying based on the job's type and duration.
- As a B.E. Smith employee, we manage your taxes by handling withholdings and also paying the employer portion of your FICA contributions.
- Interim positions come with varying travel requirements. B.E. Smith and the client cover all travel, accommodation, and work-related expenses. You receive bi-weekly trips home at the client's expense, plus a rental car and comfortable lodging for a convenient living experience.
- Some roles may require specific licenses. A compact nursing license allows registered nurses to work in any state that is part of the Nurse Licensure Compact without needing separate state licenses. Stay up to date on new legislation, and confirm licensure requirements with the recruiter.
- B.E. Smith is continuously addressing the challenges of the COVID-19 pandemic with a commitment to transparent communication. We strive to mitigate its impact on clients, healthcare workers, employees, and stakeholders of B.E. Smith. Upholding our integrity, we remain dedicated to sharing timely updates and insights, guided by our core value of "Doing the Right Thing."
Please direct all inquiries, applications, and referrals to:
Lexus Thomas
Executive Recruiter
#BESRecruitment
#LI-LT1
Facility Location
The town of Clinton, formerly known as Surrattsville, is a historical landmark, and is well known for its role in the American Civil War regarding the Abraham Lincoln assassination. The Surratt House which later became a tavern is now a museum. The original structure was built as a plantation style home in 1852. In the 1950's Andrews Air Force Base, home of Air Force One, was extended into the town of Clinton.
Job Benefits
About the Company
At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
Operations, COO, Chief Operating Officer, Chief Operation Officer, Chief Operations Officer, Business Operations
Job Title: Client Advisory Analyst
Position Summary:
Pareto Intelligence™ is a bold and innovative healthcare analytics organization redefining how health plans approach data, insights, and performance improvement. We are a team of passionate professionals driven to challenge conventional thinking and deliver transformative analytic solutions that others say are not possible.
Our Client Advisory Analysts are key members of this mission—immersing themselves in advanced data analytics, modeling, and problem-solving to drive measurable client outcomes. This role bridges data and decision-making, helping clients interpret analytical insights while contributing to the enhancement of Pareto’s proprietary tools and methodologies.
Essential Duties and Responsibilities:
- Serve as a trusted partner to clients, interpreting outcomes from Pareto’s suite of data analytic tools.
- Manage multiple client engagements and relationships concurrently.
- Apply critical thinking to develop customized analytic interpretations and solutions for client needs.
- Provide live demonstrations and user instruction for Pareto’s data analytic tools to current and prospective clients.
- Collaborate extensively with technical and non-technical team members to ensure seamless delivery and insight translation.
- Uphold the security, confidentiality, and integrity of client information across all engagements.
- Innovate by translating client feedback into enhancements for Pareto’s analytic and visualization tools.
- Contribute to process improvements and product evolution through active participation and solution-oriented thinking.
Education and Experience Requirements:
- Bachelor’s degree in data Analytics; Economics; Management Information Systems; Finance; Accounting; or a related field.
- Up to 2 years of consulting or data analytics experience.
- Strong quantitative and analytical skills with the ability to apply statistical analysis to unstructured problems.
- Proficiency in interpreting data outputs and translating findings into actionable insights.
- Demonstrated experience presenting analytics and system functionality to client stakeholders.
Skills and Attributes:
- Complex Problem Solving: Ability to identify and address challenges by evaluating information, assessing options, and implementing effective solutions.
- Critical Thinking: Ability to use logic and reasoning to evaluate alternative approaches and determine optimal strategies.
- Deductive Reasoning: Ability to apply general rules to specific problems to derive accurate conclusions.
- Inductive Reasoning: Ability to identify patterns and relationships across diverse data and scenarios.
- Communication Skills: Strong oral and written communication skills with the ability to convey complex ideas clearly.
- Quality Assurance: Commitment to accuracy, precision, and thorough self-review of analytical outputs.
- Adaptability: Ability to thrive in an entrepreneurial environment where learning and innovation are continuous.
Travel Requirements:
The successful candidate must be willing and able to travel as needed; estimated travel is less than 25% of the time.
Compensation and Benefits:
The expected base salary for this position ranges from $75,000 - $85,000 USD with a bonus target of up to 5% of the base salary. We do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions.
Equal Employment Opportunity Statement:
Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.
The Convey Health Solutions family of companies, including Pareto Intelligence™, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex, post, Affordable Care Act environment.
As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle, from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Conveys’ operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans, especially seniors and vulnerable populations.
Together, we help health plans scale smarter, grow stronger, and make healthcare work better for the people who need it most.
Learn more at
Understory is seeking a motivated Client Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.
As a Client Manager at Understory, you'll be critical in supporting our efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.
You're exactly the professional we're looking for if you:
- Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
- Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
- Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
- Have a P&C license
- Have a track record of delivering accurate, on-time projects or document-related deliverables
- Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
- Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
- Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
- Are exceptional at maintaining clear, consistent documentation across all customer touchpoints
Your main role responsibilities will include:
- Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
- Cultivating and maintaining strong relationships with our Clients
- Collaborating seamlessly with the sales and underwriting teams to deliver superior service
- Providing regular updates and feedback to internal teams to drive product and service enhancements
- Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
- Supporting our client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics
Compensation includes:
- Base salary and annual bonus commensurate with experience
- Full-time benefits include:
- 100% of you and your eligible dependents medical, dental, and vision insurance premium
- 100% of your premium for a $25,000 life coverage policy
- Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
- Unlimited PTO
Step into a pivotal role at Understory as a Client Manager Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!
About Understory
Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.
Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.
Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.
Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking ForPerform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade-related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll BringAdministrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & ExperienceMinimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience
Licenses & CredentialsMinimum Required: Series 7 and 63 or 66
Compensation RangeSalary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.
About StifelStifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills:
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Education/Previous Experience:
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Travel: Less than 25%
Workstyle: Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.
As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.
What you'll do as an In-plan Client Support Advisor:
- Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
- Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
- Adapt a client first approach to provide an exceptional client experience
- Educate and service 10-12 clients daily
- Identify additional/future client needs and refer the client to their local advisor
We provide the support. You create the possibilities.
This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.
What our employees love most about working at the Retirement Education Center:
- This is a salary paid position with a monthly incentive bonus
- Company paid licensing (includes exams, materials and study time)
- Servicing existing clients (no cold calling or prospecting)
- Ongoing training & development including mentorship
- Work/life balance including 24 days of paid time off in first year + holidays
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
- Flexible work environment with the opportunity to work remotely
- Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues
Requirements:
- Bachelor's Degree or Equivalent
- 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
- Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
- Experience in developing trusting relationships with clients
- Ability to collaborate and drive results
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser
- Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.
Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.
Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more.
You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.
This is an in-office job located in Plano, TX.
The Day-to-Day:Be the voice of Fisher Investments to prospective Canadian clientsReview prospects' personal financial situation and provide solutionsHelp qualified Canadian private investors become clients of Fisher InvestmentsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementNo travel required as this position is focused on phone-based sales or virtual connectionsYour Qualifications:2+ years experience working in financial servicesCFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 yearsBachelor's degreeMulti-year track record of successSuccess persuading and educating prospectsCompensation:This role offers uncapped performance-based compensationWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Title: Insurance Personal Lines Private Client Account Executive, Family Office
Location: Charlotte, NC (REMOTE)
Salary: $120,000k - $145,000k + excellent benefits
Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.
If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.
Responsibilities:
- Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
- Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
- Ability to communicate client’s risk salutation and binding instructions to carriers.
- Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
- Serves as main point of contact for the client.
- Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
- Negotiates premiums, coverages, terms, and conditions for prospective clients.
- Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
- Assists with the strategic design of insurance plans for clients with little to no supervision.
- Strategically assists in the remarketing of renewals to ensure a high level of account retention.
- Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
- Determines and communicates various options for billing and invoicing.
Education and Qualifications:
- MUST have 8+ years of Private Client and/or Family Office experience!
- Must currently hold an active Property & Casualty License
- Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
- Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa
For 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you’ll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you’re worth with a lot of really awesome people.
Ernest is currently in search of a Client Coordinator (B2B customer service rep) for our division located in Houston, TX. This is a full-time position that offers a competitive pay rate, benefits, along with an amazing employee first culture.
Client Coordinators (CCs) are non-exempt, full-time employees of Ernest who work within the Client Coordinator Department at their assigned division. They are responsible for establishing themselves as reliable business partners to each client through understanding their business needs, order history, and other relevant information. CCs utilize this understanding to provide clients with additional product offerings aimed at strengthening their businesses. Specifically, CCs provide support to the clients within a Client Relationship Managers (CRMs) book of business. This involves coordinating routine interactions between clients, CRMs, and other support staff to ensure every client experiences the highest level of service. CCs are trained, supervised, and evaluated by the Client Coordinator Manager at their assigned division.
Required Qualifications:
- High School Diploma or General Education Degree (GED)
- Familiarity with and experience using Microsoft Office (e.g., Word, Excel)
- Strong clerical skills, including data entry and document organization
- Basic computational skills, including converting fractions to decimals, division, multiplication, etc.
- Ability to communicate effectively with internal and external stakeholders, both verbally and in writing
- Demonstrated ability to manage large volumes of emails from multiple accounts simultaneously
- Highly organized, self-starter, who is detail oriented
- Friendly, professional, helpful, and willing to participate in various company activities
Preferred Qualifications:
- 2+ Years of Customer Service Experience
- Working knowledge of Enterprise Resource Planning (ERP) systems
Pay range: $25-28/hour