87 client analyst jobs at 27 companies in Salisbury, NC
1mo
Save
Mark Applied
Hide
1mo
Client Service Analyst
Charlotte, North Carolina, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
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.
Louisville or Charlotte or Birmingham or Lenexa or Cedar Falls or Allen or Springfield or Monett
RemoteFull Time
Jack HenryNASDAQ: JKHY: Technology and payment processing solutions for financial institutions.
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%.
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.
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
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
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.
Cambridge or Connecticut or Chicago or Washington or Philadelphia or Washington or Atlanta or New York City or California or Charlotte
$141k-$229k/yrOnsiteFull Time
ForresterNASDAQ: FORR: Provides market research and business advisory services to global leaders.
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.
CapTech: Provides technology and management consulting services to large enterprises.
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
RXONYSE: RXO: Provide asset-light transportation and freight brokerage solutions.
1+ YOEExperience with EDI integrations, troubleshooting and mapping; client-facing support; bachelor's or equivalent; strong communication; familiarity with APIs and integration formats.
First HorizonNYSE: FHN: Operates a regional bank providing commercial and consumer financial services
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
PaymentusNYSE: PAY: Provides cloud-based electronic bill presentment and payment technology.
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.
Sanborn Map Company: Provides professional mapping, GIS, and geospatial information technology services.
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.
Lockton: Provides global insurance brokerage and risk management consulting services.
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
Nashville or Charlotte or Birmingham or Houston or Atlanta or Dallas
OnsiteFull Time
Bradley: A national law firm providing comprehensive legal and advisory services.
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
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
Bachelor's degree, strong client service and analytical skills, proficiency in Microsoft Office/Excel, interest in wealth management; 2+ years industry experience preferred.
Lockton: Provides insurance brokerage and global risk management solutions.
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
Lowe'sNYSE: LOW: Operates a chain of retail home improvement and hardware stores.
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.
Ascensus: Administers tax-advantaged retirement and education savings plans.
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.
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/yrHybridFull Time
Workshop Digital: Provides search engine optimization and digital advertising management services.
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
Wayflyer: Provides revenue-based financing and growth capital to e-commerce businesses.
3+ YOE3+ years in commercial lending, underwriting, or credit risk; strong financial statement analysis; capable of client-facing meetings and presenting findings.