1mo
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Index Client Services Analyst
Philadelphia, Pennsylvania, United States
$65k-$114k/yr HybridFull Time
Bachelor's degree or equivalent experience in business/economics/finance, strong written/verbal communication, analytical and client-service skills, ability to collaborate cross-functionally.
Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Analyst Client Solutions
Philadelphia, Pennsylvania, United States
OnsiteFull Time
1+ YOEBachelor's degree, 1+ years post-grad experience in financial services or related field; strong written/verbal communication, analytical skills, attention to detail, and proficiency with Microsoft Office (Excel, PowerPoint, Word).
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Microsoft Office, CRM
1w
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Associate Client Portfolio Analyst, Clark Capital
Philadelphia, Pennsylvania, United States
HybridFull Time
1+ YOEAnalyze client portfolios, prepare risk analyses and financial reports, monitor asset performance, research market trends, and collaborate with investment and sales teams.
FactSet, Bloomberg, Morningstar, Microsoft Excel, Microsoft PowerPoint, Adobe
1w
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Client and Matter Analyst
Philadelphia, Pennsylvania, United States
HybridFull Time
2+ YOEAssociate degree and 2+ years relevant experience; legal conflicts experience preferred; strong writing, research, and project management; proficiency with Microsoft Office.
Elite 3E, iManage, Microsoft Office
1w
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Client Operations Support Analyst I
Newark or Philadelphia
$42k-$69k/yr OnsiteFull Time
1+ YOEExecute and monitor daily cash distribution workflows, process high-volume transactions, manage cash orders, maintain records, and communicate with customers and vendors.
Microsoft Outlook, Microsoft Excel
1mo
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Client Transition Specialist
Parsippany or Wayne
$73k-$184k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; experience in client service or account support; strong technical aptitude, communication, analytical and problem-solving skills; experience with data or reporting tools a plus.
3d
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Client Setup Analyst (Hybrid- PA, DE, NJ)
Philadelphia or Pennsylvania or New Jersey or Delaware
HybridFull Time
2+ YOEAssociate degree or 2–3 years relevant experience; strong time management, problem solving, communication; knowledge of benefits and underwriting; Microsoft Office proficiency; ability to prioritize and meet deadlines.
Microsoft Office, Microsoft Authenticator
2mo
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Client Special Arrangements Analyst - Legal Billing/Collections
Indianapolis or Wilmington or Cleveland or Chicago or Philadelphia or Columbus
$70k-$100k/yr OnsiteFull Time
2+ YOEAssociate or Bachelor in Accounting; law firm experience preferred; strong billing knowledge; proficient in Excel and billing systems; data-driven with attention to detail.
Microsoft Excel, Billing software, eBilling systems, Office productivity tools
3d
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Client Setup Analyst (Hybrid- PA, DE, NJ) in Philadelphia, Pennsylvania
Philadelphia, Pennsylvania, United States
HybridFull Time
2+ YOEAssociate degree or 2-3 years relevant experience; strong benefits and underwriting knowledge; Microsoft Office proficiency; excellent communication, organization, and problem-solving skills.
Microsoft Office, Microsoft Authenticator
4d
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Salesforce Business Analyst - Hybrid / Partially Client Onsite
Philadelphia, Pennsylvania, United States
$92k-$138k/yr HybridFull Time
6+ YOE6+ years as a Salesforce Business Analyst with integration experience, writing business and functional requirements, and SDLC (Agile/Waterfall) knowledge; strong communication and stakeholder collaboration skills.
Salesforce
3w
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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.
2w
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Addepar Analyst - Family Office Client Services & Reporting
New York or Philadelphia or Boston
$65k-$90k/yr HybridFull Time
3+ YOEBS/BA and 3+ years relevant experience; Addepar expertise required; advanced Excel and PowerPoint; knowledge of performance, financial reporting and private investments; strong communication and analytical skills.
Addepar, Microsoft Excel, Microsoft PowerPoint, First Rate, Sungard AddVantage
2mo
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Senior Business Analyst, Private Client Endowments and Foundations
Washington or Baltimore
$150k-$200k/yr OnsiteFull Time
7+ YOE7+ years in analytics/strategy with 2-5 years in management consulting; BS/BA in business or related field; MBA or advanced degree preferred; ability to travel 20-30%; onsite in DC or Baltimore.
2mo
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Data Analyst
Chicago or New York City or Philadelphia
$85k-$110k/yr RemoteFull Time
2+ YOE2+ years in analytics or related fields; strong Python (automation), SQL and AWS; experience with healthcare data; ability to model, visualize, and communicate insights to clients.
Python, SQL, AWS
1mo
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Senior Analyst, Activation
New York or Philadelphia
$74k-$85k/yr OnsiteFull Time
1+ YOE1–3+ years digital optimization experience with hands-on Amazon DSP/Sponsored Ads preferred; strong Excel and data analysis skills; familiarity with SQL/AMC; excellent communication and client-service skills.
Amazon Advertising, Amazon DSP, Sponsored Products, Sponsored Brands, Sponsored Display, Amazon Marketing Cloud (AMC), SQL, Microsoft Excel, Google Ads, Meta Ads, Prime Video, Freevee, FireTV
5d
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Account Analyst
Philadelphia, Pennsylvania, United States
$60k-$78k/yr HybridFull Time
3+ YOE3+ years relevant experience, insurance agent license required, strong analytical, organizational and communication skills, ability to manage renewals, contract reviews, billing, and client relationships.
1mo
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Conflicts Analyst
Devon or California or Oregon or Washington
RemoteFull Time
3+ YOE3+ years conflicts experience in a law firm, strong judgment and attention to detail, ability to perform conflicts searches, corporate affiliate research, matter intake and data entry, client communication, and proficiency with MS Office and case/matter management systems.
Microsoft Office, matter management system, case management systems
1mo
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Analyst, Kroll Settlement Administration
Philadelphia, Pennsylvania, United States
$25-$27/hr RemoteFull Time
2+ YOECollege degree or comparable experience, minimum 2 years direct client/customer contact, strong communication and critical thinking, high proficiency in Microsoft Office (Excel), ability to manage cases and meet deadlines.
Microsoft Office, Microsoft Excel
1w
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Data Operations Analyst
Brooklyn or Newark
$67k-$90k/yr OnsiteFull Time
Authenticate and maintain settlement instructions and client reference data, investigate and escalate payment risks, strong analytical and communication skills, client-focused with knowledge of financial markets and SWIFT message standards.
SWIFT MT
1mo
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Account Analyst - Life Sciences
Camden, New Jersey, United States
$65k-$75k/yr OnsiteFull Time
Servicing commercial insurance accounts, preparing renewal submissions and policy documents, interacting with carriers and clients; college degree preferred; strong organization, client service, communication skills; proficiency in Microsoft Word, Excel, PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WorkSmart, Sagitta