2w
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Client Implementation Analyst
Jacksonville, Florida, United States
$64k-$85k/yr HybridFull Time
Experience in onboarding, KYC/AML, client due diligence, and regulatory compliance; strong research and communication skills; Spanish language skill preferred.
3d
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Analyst, Client Delivery
Provo or Jacksonville
OnsiteFull Time
2+ YOE2+ years in client delivery or technical operations for SaaS; experience provisioning and configuring environments, following onboarding playbooks, strong communication and project coordination.
SaaS, Encompass, MSP, Servicing, MLS
3d
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Analyst, Client Delivery
Jacksonville, Florida, United States
OnsiteFull Time
2+ YOE2+ years in client delivery or technical operations within SaaS; hands-on environment provisioning, system configuration, validation testing, strong organization and communication skills.
SaaS, Encompass, MSP, Servicing, MLS
1mo
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Analyst, Client Delivery
Provo or Jacksonville
OnsiteFull Time
2+ YOE2+ years in client delivery or SaaS implementation; hands-on environment provisioning, system configuration, and validation testing; ability to follow onboarding playbooks and collaborate cross-functionally.
Encompass, MSP, Servicing, MLS
3mo
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Client Services Analyst I
Jacksonville or Chicago or Evansville or San Francisco
$60k-$70k/yr HybridFull Time
0+ YOEBachelor’s degree and strong communication; 1–2 years in financial services or client-facing roles preferred; SQL/UNIX/Linux familiarity advantageous.
MS Windows, MS Office, SQL, UNIX, LINUX
3d
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Wealth Management Analyst
Ponte Vedra Beach, Florida, United States
OnsiteFull Time
2+ YOE2+ years relevant experience; active Series 7 and Series 66 or Series 63 and Series 65 required; four-year degree preferred; proficiency with Microsoft Excel and firm systems; strong client service and organizational skills.
Microsoft Excel, Microsoft Office, MS Online
2w
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Service Delivery Management Analyst Lead
Jacksonville, Florida, United States
HybridFull Time
Lead service delivery for premium client accounts, manage escalations, coordinate cross-functional teams, deliver client reports, and maintain service health; strong client communication and problem-solving required.
1d
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Occupancy Planning Senior Analyst
Charlotte or Chicago or Dallas or Jacksonville or St. Louis
$85k-$100k/yr RemoteFull Time
5+ YOEBachelor's degree, 5+ years occupancy planning/workplace operations experience, strong Excel and reporting skills, familiarity with workplace systems and client-facing operations.
Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Visio, Microsoft Word, FMS
1mo
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Representative Senior, BPS Client Contact
Jacksonville or Atlanta or Milwaukee
OnsiteFull Time
Bachelor's in business/finance or equivalent experience; strong knowledge of defined contribution plans, ERISA/IRS rules; experience analyzing plan documents; excellent analytical and written communication skills.
Relius
1mo
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Associate AI Financial Planning Analyst
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
$70k-$132k/yr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
AI Coach, LLMs, JIRA