2w
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Client Implementation Analyst
Jacksonville, Florida, United States
$64k-$85k/yr HybridFull Time
Experience in onboarding, KYC/AML, client due diligence, and regulatory compliance; strong research and communication skills; Spanish language skill preferred.
2d
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Analyst, Client Delivery
Provo or Jacksonville
OnsiteFull Time
2+ YOE2+ years in client delivery or technical operations for SaaS; experience provisioning and configuring environments, following onboarding playbooks, strong communication and project coordination.
SaaS, Encompass, MSP, Servicing, MLS
2d
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Analyst, Client Delivery
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOE2+ years in client delivery or technical operations within SaaS; hands-on environment provisioning, system configuration, validation testing, strong organization and communication skills.
SaaS, Encompass, MSP, Servicing, MLS
3mo
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Client Services Analyst I
Jacksonville or Chicago or Evansville or San Francisco
$60k-$70k/yr HybridFull Time
0+ YOEBachelor’s degree and strong communication; 1–2 years in financial services or client-facing roles preferred; SQL/UNIX/Linux familiarity advantageous.
MS Windows, MS Office, SQL, UNIX, LINUX
3d
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Wealth Management Analyst
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63 and Series 65 required; four-year degree preferred; proficiency with Microsoft Excel and firm systems; strong client service and organizational skills.
Microsoft Excel, Microsoft Office, MS Online
2w
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Service Delivery Management Analyst Lead
Jacksonville, Florida, United States
HybridFull Time
Lead service delivery for premium client accounts, manage escalations, coordinate cross-functional teams, deliver client reports, and maintain service health; strong client communication and problem-solving required.
4d
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Transaction Management Ops Analyst
Pennington or Jacksonville or Charlotte
$25-$37/hr OnsiteFull Time
1+ YOEMinimum 1 year financial services experience; transaction processing, reconciliation, client communication, attention to detail, and ability to follow procedures and resolve exceptions.
Microsoft Excel, Microsoft Word, MLII, iGate
1mo
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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA
1mo
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BCBA and BCaBA Career Opportunity at Team PBS in Florida
Fort White, Florida, United States
$38k-$114k/yr FieldFull Time, Part Time
Active BCBA or BCaBA certification in good standing, related degree, experience implementing behavior intervention plans, leadership and communication skills, ability to travel to client locations and perform physical client engagement.