17 client analyst jobs at 10 companies in Dayton, OH
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office, communication, organizational skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills; willing to obtain securities licenses (Series 7/66 or Series 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented; willingness to obtain Series licenses; high school diploma or equivalent required; college preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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IT Client System Analyst
Dayton, Ohio, United States
HybridFull Time
University of Dayton: Catholic research university providing undergraduate and graduate higher education.
5+ YOEAssociate's degree or 5 years IT customer support experience, Active Directory administration, client management tools, workstation imaging for Windows and OSX, hardware diagnostics, enterprise print support, valid driver\u0002s license, strong communication and time-management.
Active Directory, Windows, OSX, client management tools, ITSM
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Client Market Analyst
Cleveland or Columbus or Indianapolis or Cincinnati or Ann Arbor or Detroit or Grand Rapids or Toledo or Fort Wayne
HybridFull Time
2+ YOE2+ years insurance experience, knowledge of employee benefits and relevant regulations, strong analytical and communication skills, ability to build proposals, negotiate with carriers, and travel as needed.
Microsoft Office
2mo
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Personal Lines - Client Services Analyst
Fairfield, Ohio, United States
$50k-$60k/yr OnsiteFull Time
Support UAT and system analysis for personal lines; requires Excel proficiency, basic personal lines knowledge, customer-service skills, and UAT experience; SQL preferred; bachelor's degree preferred.
Microsoft Excel, SQL
2mo
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Client Market Analyst - Employee Benefits
Toledo or Cincinnati or Columbus or Cleveland
HybridFull Time
Strong communication, problem-solving, and multitasking; experience in employee benefits/renewals preferred; proficiency in Microsoft Word/Excel/PowerPoint/Outlook and Epic; experience with RFPs, financial analysis, and alternate medical funding.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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Private Client Group Operations Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Bachelor's in finance or business required; experience in process improvement/operational excellence; familiarity with portfolio management, CRM and Orion; strong analytical, communication, and Microsoft Office skills; handling confidential information.
Orion, CRM, Microsoft Office
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Finance Account Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
0+ YOEBachelor's in finance/accounting/business, strong Excel and financial skills, 0+ years relevant experience, knowledge of budgeting, proposals, contracts, and client communication.
Microsoft Excel
2d
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Commercial Insurance Analyst
Charlotte or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$21-$48/hr RemoteFull Time
2+ YOERequires 2+ years of commercial property hazard and liability insurance experience; call center, client relationship, escalation resolution, lending, risk, and financial analysis experience preferred.
1w
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Technical Support Analyst
Vandalia, Ohio, United States
OnsiteFull Time
2+ YOE2+ years IT support experience; Windows client troubleshooting, Microsoft 365, Active Directory, TCP/IP networking, endpoint security, ITSM (ServiceNow/Ivanti); effective communicator in regulated environments.
Microsoft 365, Active Directory, ServiceNow, Ivanti, TCP/IP
2mo
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Customer Success Analyst
Cincinnati, Ohio, United States
$65k-$75k/yr OnsiteFull Time
1+ YOE1+ year client-facing or operations experience (SaaS/financial services preferred); strong communication, organizational skills; basic CRM/support platform familiarity; ability to manage multiple requests and follow SLAs.
Salesforce, Zendesk, HubSpot, Jira
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Pension Analyst - Defined Benefit Core Markets
Covington, Kentucky, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience; 5–7+ years of defined benefit or pension administration experience; project management, analytics, data analysis, client management, and complex calculations skills.
Microsoft Excel, Access
1d
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Pension Analyst - Defined Benefit Core Markets
Covington, Kentucky, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience; 5–7+ years of defined benefit or pension administration; project management or analytics experience; Excel, Access, data analytics, complex calculations, and client management skills.
Microsoft Excel, Access, ERISA, FINRA
2mo
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Board Certified Behavior Analyst (BCBA)
Cincinnati, Ohio, United States
OnsiteFull Time
Master's degree and BCBA certification required; COBA and BLS/CPR preferred. Must supervise RBTs/trainees, assess clients, develop individualized behavior plans, complete ODE/insurance paperwork, and have experience with autism.
VBMAPP, AFLS, ABLLS, ADOS-2
2mo
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Forward Deployed Engineer (FDE) Sr Analyst
Chicago or Milwaukee or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Seattle or Carmel or Houston or Arlington or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego or Chicago
HybridFull Time
5+ YOE2+ years cloud-native engineering; 1 year agentic solutions; 1 year AI platforms; 3+ years Python/Java; 3+ years client-facing; Bachelor’s degree or equivalent (12+ years work exp).
Python, Java, Terraform, Helm, Kubernetes, Docker
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