45 client analyst jobs at 22 companies in San Marcos, TX
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Sr Client Delivery Analyst
New York City or Austin
$91k-$113k/yr HybridFull Time
5+ YOEBachelor's or equivalent,5+ years client onboarding in financial services/broker-dealer environments,knowledge of custodian onboarding,project management skills,FINRA SIE and Series 99 required or willingness to obtain.
Orion, Advyzon, Docupace, AdvisorArch, Calm
1mo
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Senior Client Services Analyst - Austin Hybrid
Austin, Texas, United States
HybridFull Time
Experience in underwriting and financial analysis, Excel expert, knowledge of multifamily market (Austin preferred), ability to prepare underwriting models, conduct market surveys, respond to RFPs, and engage with clients.
Microsoft Excel
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Private Wealth Management Registered Client Relationship Analyst
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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Client Group Onboarding & Transitions Senior Analyst
San Antonio, Texas, United States
OnsiteFull Time
3+ YOE3+ years finance/operations experience, bachelor’s degree preferred, project management and client onboarding experience, strong communication, analytical skills, and proficiency with office software.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft Access, Salesforce.com, SQL, VBA
2mo
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Client Technologies Analyst II - Audio/Video
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEBachelor’s degree; 3 years related experience in computing and audio/video tech; 4 years preferred.
Video Conferencing, AV Equipment, Group Policy
2mo
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Client Technologies Analyst II - Audio/Video
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEThree years of related IT experience; bachelor’s degree in a relevant field; strong knowledge of AV systems and video conferencing; understands networked AV equipment and repair processes.
AV equipment, Video conferencing systems, Group Policy, Windows systems, Networked AV control systems
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Client Group Onboarding & Transitions Senior Analyst
San Antonio, Texas, United States
OnsiteFull Time
3+ YOEBachelor’s degree preferred, minimum 3 years finance/operations experience, project management and client onboarding skills, familiarity with fixed income/equity/alternatives, strong communication and analytical abilities.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft Access, Salesforce.com, SQL, VBA
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Analyst, Global Client Group (Insurance)
Austin or Charlotte
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
1+ YOEBachelor's degree, 1+ years experience in financial services preferred, strong Excel/Word skills, detail-oriented, excellent communication, and ability to obtain SIE/Series 7 and Series 63/66 within 8 weeks.
Microsoft Excel, Microsoft Word, CRM
2mo
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Banker Analyst - Commercial & Specialized Industries - Analyst
Austin, Texas, United States
OnsiteFull Time
Minimum GPA 3.2; strong analytical, communication, and multitasking skills; attention to detail; ability to work on financial models, credit analysis, and client-facing materials. BA/BS preferred; 1+ years post-college experience preferred.
3w
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Implementation Analyst
Austin, Texas, United States
HybridFull Time
2+ YOE2+ years in software implementation or professional services, experience configuring workflow SaaS, strong Microsoft Excel skills, data modeling and configuration experience, client-facing communication with government customers.
Microsoft Excel, Teamwork, ETL
1mo
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Insurance Actuarial Analyst
Austin, Texas, United States
OnsiteFull Time
6+ YOEBachelor's degree, 6+ years in Health & Benefits, 5+ years actuarial experience, expertise in claims projections, financial modeling, underwriting, advanced Microsoft Excel, predictive modeling/analytics, client presentation and leadership skills; must obtain state licenses as required.
Microsoft Excel
2w
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Senior Analyst - Health and Benefits Consulting
Houston or Austin
HybridFull Time
2+ YOERequires 2+ years in professional services, strong project management, client service, communication, analytical skills, Microsoft Office proficiency, and a state life and health license within 90 days.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
4d
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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.
3w
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Multifamily Sales Analyst
Austin, Texas, United States
OnsiteFull Time
1+ YOEBachelor's preferred in finance/real estate, 1+ year finance or real estate experience preferred, strong financial modeling and Excel skills, client relationship and communication abilities.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe Acrobat, Microsoft Word, Salesforce
2d
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Commercial Insurance Analyst
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$20-$48/hr RemoteFull Time
2+ YOERequires 2+ years of commercial property hazard and liability insurance experience; call center, client management, escalation resolution, commercial lending, problem-solving, and communication skills preferred.
Microsoft Excel
4d
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Service Desk Analyst
Austin, Texas, United States
$43k-$98k/yr OnsiteFull Time
1+ YOERequires 1–2 years in client services, customer service, help desk, or technical support; Windows support, basic networking, Office 365, ITSM tools, and strong communication skills.
Windows, Microsoft Office 365, ITSM, Remedy
2w
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Senior Analyst - Health and Benefits Consulting
Houston or Austin
HybridFull Time
2+ YOE2+ years professional services experience (benefits consulting, brokerage, underwriting or actuarial preferred); strong Excel/PowerPoint skills, client service orientation, project management, analytical and communication skills; state life and health license within 90 days.
Microsoft Excel, Microsoft PowerPoint
3w
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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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Data Product Analyst, Corporate
New York City or Austin or Miami or Mountain View or United States or India or Asia
$150k/yr RemoteFull Time
4+ YOE4+ years in data analytics or operations; strong SQL, Python, and PySpark skills; familiarity with GitHub and Databricks; experience with sample/panel data, data QA, and client communication.
SQL, Python, PySpark, GitHub, Databricks
2mo
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Data Product Analyst, Corporate
New York City or Austin or Miami or Mountain View or United States or India or Asia
$150k/yr RemoteFull Time
4+ YOE4+ years in data analytics/data operations; strong SQL, Python, Pyspark skills; familiarity with GitHub and Databricks; experience with sample/panel data, QA, data pipelines, and client communication.
SQL, Python, Pyspark, Github, Databricks
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