3d
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Client Relationship Analyst
Chicago, Illinois, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support for financial advisors; strong Microsoft Office skills; willingness to obtain Series securities registrations; detail-oriented with excellent communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
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Client Relationship Analyst
Chicago, Illinois, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; willingness to obtain Series licenses; high school diploma required, college preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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US Enterprise Client Analyst
Chicago, Illinois, United States
$62k-$65k/yr HybridFull Time
1+ YOE1+ years experience in analysis/client support or sales enablement; strong synthesis of internal/external data, client-facing communication, critical thinking, and ownership; bachelor\u0002s degree or equivalent experience.
2w
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US Enterprise Client Analyst
Chicago, Illinois, United States
$62k-$65k/yr HybridFull Time
1+ YOE1+ year in sales enablement, client analytics, consulting or similar; strong analysis, synthesis, and communication skills; proactive ownership; bachelor’s degree or equivalent experience.
1mo
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Sr. Analyst, Client Services
Minneapolis or Chicago or New York City
$62k-$93k/yr OnsiteFull Time
2+ YOE2-4 years in e-commerce/digital marketing/MarTech or related roles, client engagement preferred; strong communication, problem-solving, attention to detail, and deliverable production skills.
EMRge, Enterprise Marketing Return (EMR)
6d
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340B Client Relationship Analyst
Deerfield, Illinois, United States
$63k-$101k/yr OnsiteFull Time
3+ YOE3+ years client/account relationship experience or bachelor’s degree; strong verbal and written communication, issue diagnosis/resolution, basic Microsoft Office skills, and willingness to travel up to 20%.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1w
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Client Services Analyst
Chicago, Illinois, United States
$65k-$75k/yr HybridFull Time
2+ YOETechnical customer support experience, 2+ years related experience (or MS degree), knowledge of fixed income accounting, SQL and web/mobile technologies, strong communication and analytical skills.
Lightning, Singularity for Banking, SQL, Mobile Technology, Web-based Software
1w
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Analyst, Client Finance
Chicago, Illinois, United States
$50k-$66k/yr OnsiteFull Time
1+ YOEBachelor's in finance/accounting/economics, 1+ years experience or relevant internship, strong Excel skills, SAP and HFM familiarity, analytical and communication skills, commutable to downtown Chicago.
Microsoft Excel, SAP, HFM
1w
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Analyst, Client Finance
Chicago, Illinois, United States
$50k-$66k/yr HybridFull Time
1+ YOEBachelor's in finance/accounting/economics, 1+ years experience or internship, strong Microsoft Excel skills, experience with SAP/HFM helpful, strong communication, analytical and organizational skills.
Microsoft Excel, SAP, HFM
1w
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Client Servicing Analyst
Chicago, Illinois, United States
$48k-$62k/yr OnsiteFull Time
Bachelor's in accounting/finance/business required; basic investment accounting knowledge; strong Microsoft Office skills, communication, documentation, and problem-solving.
Microsoft Office
2w
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Client Service Analyst
Hinsdale, Illinois, United States
$45k-$83k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, collaboration, analytical and influence skills.
1w
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Client Services Analyst II
Tampa or Aurora
$47k-$63k/yr HybridFull Time
2+ YOE2+ years insurance or related experience, strong organizational and communication skills, Microsoft Office proficiency, ability to manage multiple tasks and work independently.
Microsoft Office
2mo
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Client Policy Analyst - Compensation (remote)
New York or Phoenix or Houston or Edgewood or Pittsburgh or Newark or El Dorado Hills or Boston or Toronto or Chicago or Coppell
$80k-$90k/yr RemoteFull Time
2+ YOEBachelor’s degree in Finance, Economics, Accounting, Business, or related field; 2+ years executive compensation research; strong knowledge of US executive compensation and governance; analytical, written and verbal communication skills; ability to collaborate in a team.
1w
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Client Services Research Analyst
Chicago, Illinois, United States
$55k-$70k/yr HybridFull Time
1+ YOEBachelor's required; 1+ year quantitative analysis preferred (SAS, STATA, R, SPSS); experience with survey research, data collection/flow, QC, and strong communication and project management skills.
SAS, STATA, R, SPSS, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CATI
1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
1mo
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Client Implementation Analyst, L&G - Asset Management, America
Chicago, Illinois, United States
$50k-$65k/yr HybridFull Time
Bachelor's in finance/economics/accounting required; experience in asset management client service preferred; strong Microsoft Office and project management software skills; attention to detail, judgment, communication, and ability to manage multiple priorities.
PEGA, Salesforce, Microsoft Office
1w
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Senior Client Operations & LPM Analyst
New York or Boston or Chicago or Washington, D.C.
$117k-$195k/yr HybridFull Time
5+ YOEBachelor's and 5+ years' experience in law firm or similar; strong analytics, project management, Excel, MicroStrategy/HighQ aptitude; excellent communication and problem-solving skills.
Microsoft Excel, MicroStrategy, HighQ
1mo
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Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
Santa Monica or Chicago or Pittsburgh
$65k-$82k/yr HybridFull Time
Bachelor's degree, foundational private markets knowledge, strong quantitative and qualitative analytical skills, high proficiency in Microsoft Office (Excel, PowerPoint, Copilot), strong communication and client service orientation.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Copilot
2mo
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Client Special Arrangements Analyst - Legal Billing/Collections
Indianapolis or Wilmington or Cleveland or Chicago or Philadelphia or Columbus
$70k-$100k/yr OnsiteFull Time
2+ YOEAssociate or Bachelor in Accounting; law firm experience preferred; strong billing knowledge; proficient in Excel and billing systems; data-driven with attention to detail.
Microsoft Excel, Billing software, eBilling systems, Office productivity tools
6d
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2027 Client Insights & Analytics Summer Analyst
Chicago, Illinois, United States
$30-$35/hr OnsiteInternship, Seasonal
Currently pursuing a bachelor's in finance/economics/accounting/business/mathematics/data analytics, strong academics, analytical mindset, Excel/PowerPoint/Word proficiency, strong communication and teamwork skills.
Microsoft Excel, PowerPoint, Word
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