7,397 client analyst jobs at 649 companies in United States
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Client Analyst
United States
OnsiteFull Time
Sequoia: A business advisory firm specializing in employee compensation and benefits.
5+ YOEBachelor's degree required, 5+ years in benefits consulting or healthcare, advanced Microsoft Excel, project management, client interfacing, Salesforce experience preferred, English proficiency.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
1+ YOEProvide support for client administrators and managers on property & casualty accounts; bachelor’s degree or 1–2 years P&C experience required; maintain California Fire & Casualty Solicitors license; pursue AAI/AINS/INS designations; proficient with ImageRight, Sagitta, and Microsoft Office.
ImageRight, Sagitta, Microsoft Word, Microsoft Excel, Microsoft Outlook, iPad
Plus Relocation: Provides global employee relocation and mobility management services.
2+ YOE2+ years experience in finance/analytics or related field; college degree preferred; strong Excel and SQL skills; customer service and communication skills; experience with AI-assisted analytics or reporting automation preferred.
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
1+ YOE1+ year office/administrative experience, college degree preferred, ability to work hybrid out of Pasadena, strong time management and professional communication, willingness to learn insurance processes.
Neuberger Berman: Provides global investment management and wealth advisory services.
1+ YOE1–2 years professional experience, undergraduate degree in finance/economics preferred, proficiency in Microsoft Office and CRM, strong analytical and communication skills, and required to obtain SIE, Series 7, 66 and 31 within first year.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
United States or Illinois or North Carolina or Texas or Georgia or Tennessee or Florida
OnsiteFull Time
Clarity Output Solutions: Provider of transactional and marketing communication printing services.
5+ YOEBA/BS or equivalent; 5+ years client/customer-facing and leadership experience; strong client service, communication, problem solving; MS Office proficiency; SQL experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SQL
Genesis HealthCare System: Provides comprehensive hospital and outpatient medical services in Ohio.
2+ YOE2-year degree or technical cert or 2 years helpdesk experience; HDI Support Center Analyst certification required within 18 months; experience with Windows 7/10, Microsoft Office 365 and Outlook; PC hardware and security knowledge; strong communication and problem-solving skills.
Windows 7, Windows 10, Microsoft Office 365, Microsoft Outlook
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movement transactions, enter client data, assist with meeting materials, and use digital tools; HS diploma required, college preferred, willingness to obtain FINRA series exams, advanced Microsoft Office skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Deutsche BankNew York Stock Exchange: DB: A global bank providing financial services to individuals and corporations.
Experience in onboarding, KYC/AML, client due diligence, and regulatory compliance; strong research and communication skills; Spanish language skill preferred.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage platforms.
2+ YOE2+ years in client delivery/implementation for SaaS; hands-on environment provisioning and system configuration; strong written/verbal communication and project coordination skills.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
2+ YOE2+ years in client delivery or technical operations for SaaS; experience provisioning and configuring environments, following onboarding playbooks, strong communication and project coordination.
Circana: Provides predictive analytics and data insights for consumer markets.
1+ YOE1+ years with syndicated data tools, experience in CPG marketing/sales/strategy, ability to translate data into insights, strong presentation, project management, and client enablement skills.
Unify+, Liquid Data, Intelligence Suite, Tableau, Power BI, Microsoft PowerPoint, Microsoft Excel
Aktion Associates: A North American ERP software reseller providing implementation, support, and managed services.
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
Circana: Provides consumer behavior data and predictive analytics solutions.
1+ years working with syndicated data tools, experience in CPG marketing/sales/strategy, ability to translate data into insights, familiarity with visualization tools, strong presentation and client enablement skills.
Unify+, Liquid Data, Intelligence Suite, Unify, Tableau, Power BI, Microsoft PowerPoint, Microsoft Excel, Circana, IRI, NielsenIQ
PFSNYSE: GXO: Provides order fulfillment and commerce operations for global brands.
2+ YOECollege degree, 2–3 years experience (ecommerce/direct-to-consumer preferred), strong communication, business analysis, Excel/Word/PowerPoint skills, and ability to manage client communications and produce reports.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.
Bachelor's in accounting/finance/business required; basic investment accounting knowledge; strong Microsoft Office skills, attention to detail, communication, organization, and problem-solving; client-facing and data validation duties.
Livingston International: Provides customs brokerage and international trade compliance services globally.
3+ YOE3 years related experience, High School/GED required, Associates preferred. Strong client service, communication, organization, Word and Excel proficiency; working toward or holding CCS preferred/required for advancement.