81 client analyst jobs at 28 companies in Matthews, NC
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Client Service Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
Provide client service and transaction processing in a service center; troubleshoot issues, collaborate with stakeholders, apply developing digital literacy and process automation, and follow fraud prevention practices.
AI/ML
3w
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Client Relations Analyst - Personal Lines
Charlotte, North Carolina, United States
OnsiteFull Time
Managing inbound client calls, multitasking across systems, accurate documentation, customer service skills, ability to obtain state insurance license within 90 days; bilingual English/Spanish preferred.
Microsoft Office Suite
3w
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Client Service Analyst III
Louisville or Charlotte or Birmingham or Lenexa or Cedar Falls or Allen or Springfield or Monett
RemoteFull Time
4+ YOE4+ years in financial institutions or related finance roles, asset/liability management or financial reporting experience, ability to perform software installations, consult at C-suite level, and travel up to 10%.
1w
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Senior Analyst, Analytics - Client Reporting
New York City or Denver or Charlotte
$103k-$155k/yr HybridFull Time
4+ YOE4+ years analytics experience, expertise in Tableau, strong SQL and Python skills, Snowflake experience preferred, client reporting and claims data experience, strong communication and attention to detail.
Tableau Desktop, Tableau Cloud, Tableau Server, SQL, Snowflake, Python, GitHub
3w
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Associate Analyst, Client Compensation
Fort Mill or Charlotte or Tempe
$21-$35/hr OnsiteFull Time
1+ YOE1+ year operational experience in financial services; strong analytical, quantitative, communication, and time-management skills; ability to work independently and with stakeholders.
Oracle, ComRidge, Varicent, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Dynamics
1mo
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Analyst, Global Client Group (Insurance)
Charlotte or Austin
HybridFull Time
Bachelor's degree required; SIE, Series 7, and Series 63/66 attainment required within 8 weeks; 1+ years in financial services preferred; strong Excel and Word skills, quantitative problem solving, and excellent communication.
Microsoft Excel, Microsoft Word, CRM
4w
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Principal Analyst - Technology Resilience
Cambridge or Connecticut or Chicago or Washington or Philadelphia or Washington or Atlanta or New York City or California or Charlotte
$141k-$229k/yr OnsiteFull Time
10+ YOE10+ years of senior practitioner, consultant, or analyst experience in technology resilience, strong client advisory and communication skills, deep technical knowledge of cloud, storage, backup, and resilience practices.
4w
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Senior Technical Business Systems Analyst
Charlotte, North Carolina, United States
HybridFull Time
10+ YOE3+ Mgmt10+ years as a business systems analyst or similar; consulting and client-facing experience; people leadership experience; SQL, integration and API knowledge; JIRA/Confluence/Azure DevOps proficiency; Bachelor's or equivalent.
JIRA, Confluence, Azure DevOps, Microsoft Dynamics 365, Power Platform, Salesforce, SQL
1w
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EDI Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEExperience with EDI integrations, troubleshooting and mapping; client-facing support; bachelor's or equivalent; strong communication; familiarity with APIs and integration formats.
IBM Sterling B2Bi, IBM Sterling File Gateway, AS2, SFTP, Swagger, CSV, JSON, XML, Plain Text, X12, WSDL, SOAP, REST, Dell Boomi, Scrum, Agile, Kanban
3w
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Financial Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree, 3+ years banking experience, strong analytical and communication skills, proficient in Excel/PowerPoint/Word, self-starter able to manage client relationships and reporting.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Interchange Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor’s degree in CS, Finance, Economics; 3+ years in electronic billing/payments; 3+ years in technical/analytical client-facing roles; proficient in SQL, Excel, and Tableau.
SQL, Relational Databases, Excel, Tableau
1w
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GIS Analyst
Colorado Springs or Charlotte
$55k-$65k/yr OnsiteFull Time
0+ YOEAssociates degree or equivalent; 0-2 years GIS experience; proficiency with ArcGIS Pro, Portal, ArcGIS Online, ArcGIS Server, QGIS, PostGIS; ability to develop workflows, QA/QC, and communicate with clients.
Esri ArcGIS, ArcGIS Pro, Portal, ArcGIS Online, ArcGIS Server, QGIS, PostGIS, FME, Python, R, AutoDesk, MicroStation, Enterprise Geodatabases (SDE)
4w
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Account Analyst - Private Equity
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's or equivalent experience, up to 3 years client services experience required, proficiency with Microsoft Office, strong communication, ability to travel by car and plane, work outside normal hours, protect client confidentiality.
Microsoft Word, Outlook, Microsoft Excel, Microsoft PowerPoint
1w
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Research Services Analyst
Nashville or Charlotte or Birmingham or Houston or Atlanta or Dallas
OnsiteFull Time
2+ YOEMLS (or equivalent experience),2+ years legal or special library research experience,expertise with Westlaw,Lexis,Capital IQ,Bloomberg Law,VitalLaw,knowledge of data analytics/AI,strong communication and client service skills.
Westlaw, Lexis, Capital IQ, Bloomberg Law, VitalLaw, Microsoft Excel, Microsoft SharePoint, Microsoft PowerPoint, Zoom
1mo
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Family Office Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
Bachelor's degree, strong client service and analytical skills, proficiency in Microsoft Office/Excel, interest in wealth management; 2+ years industry experience preferred.
Microsoft Office, Microsoft Excel
4w
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Account Analyst - Private Equity
Charlotte, North Carolina, United States
OnsiteFull Time
0+ YOEClient services experience up to three years, bachelor's degree in business or equivalent experience, Microsoft Office proficiency, strong communication, ability to travel and work outside normal hours.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
1d
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Technology Deployment Analyst
Mooresville, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor's degree in computer science, computer information systems, or related field, or equivalent experience; 2 years of IT support or operations experience with PC, client/server platforms, or hardware.
PC, client/server
1mo
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IRA Installation Analyst
Fargo or Charlotte or Dresher or Charleston
$20-$22/hr OnsiteFull Time
3+ YOE3+ years financial/retirement services experience, IRA (Traditional, Roth, SEP, SIMPLE) knowledge, client service experience, strong communication, detail orientation, ability to work overtime and protect confidential data.
2w
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Senior Paid Media Analyst [Remote]
Charlottesville or Washington or Chicago or Denver or Austin or Raleigh or Charlotte or Asheville or New York or Syracuse or San Diego or Richmond
$65k-$73k/yr HybridFull Time
1+ YOE1+ years agency experience managing paid digital channels, client communication, analytics, Excel/Sheets, landing page optimization, and reporting for small-to-mid clients.
Google Ads, Google Display Network, YouTube, Microsoft Ads, Facebook, Twitter, LinkedIn, Google Analytics, Google Sheets, Microsoft Excel, Microsoft Office, Google Data Studio, Ninja Cat
2mo
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Senior Credit Analyst, New Verticals
Charlotte, North Carolina, United States
HybridFull Time
3+ YOE3+ years in commercial lending, underwriting, or credit risk; strong financial statement analysis; capable of client-facing meetings and presenting findings.