20 client analyst jobs at 9 companies in Worthington, OH
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong organizational, communication, and Microsoft Office skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Market Analyst
Cleveland or Columbus or Indianapolis or Cincinnati or Ann Arbor or Detroit or Grand Rapids or Toledo or Fort Wayne
HybridFull Time
2+ YOE2+ years insurance experience, knowledge of employee benefits and relevant regulations, strong analytical and communication skills, ability to build proposals, negotiate with carriers, and travel as needed.
Microsoft Office
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
2mo
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*ATLANTA, COLUMBUS, or PITTSBURGH Operations Analyst, Information Governance - Client Services
Atlanta or Columbus or Pittsburgh
OnsiteFull Time
5+ YOEBachelor's or equivalent experience, 5+ years information management in a law firm, IGP certificate required; experience with Filetrail, IRM, Intapp, iManage, Prosperoware, RBRO; Microsoft Office; ServiceNow, Microsoft SQL Reporting Services or Power BI a plus.
Filetrail, IRM, Intapp, iManage, Prosperoware, RBRO, Microsoft Office, ServiceNow, Microsoft SQL Reporting Services, Microsoft Power BI
3w
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Analyst- Health and Benefits Consulting
Pittsburgh or Cincinnati or Cleveland or Columbus
$70k-$80k/yr OnsiteFull Time
Bachelor's degree or up to 2 years in professional services; strong organization, client service, communication, analytical, Excel, and PowerPoint skills. State Life and Health license required 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.
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
2w
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Board Certified Behavior Analyst (BCBA)
Dublin, Ohio, United States
$75k-$90k/yr OnsiteFull Time
BCBA/BCBA‑D certification and state licensure, fingerprint clearance and TB test, ability to lift and restrain clients, supervise RBTs, strong organization and communication, CentralReach and Tableau proficiency.
Microsoft Office Suite, MacOS, CentralReach, Tableau
2d
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Investor Relation Analyst Sr
Columbus, Ohio, United States
$99k-$109k/yr OnsiteFull Time
4+ YOEBachelor's degree in accounting, finance, or business; 4 years of finance or accounting experience; excellent communication skills, business and competition knowledge, client focus, and initiative. MBA or CPA preferred.
earnings call technology
2mo
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Workplace Solutions - Customer Service Analyst
Columbus, Ohio, United States
OnsiteFull Time
Client-facing role requiring strong phone/email customer service, communication, discretion, proactivity, and continuous improvement mindset; university degree in Finance/Economics preferred; experience in financial services customer support advantageous.