51 client services analyst jobs at 13 companies in Bellaire, TX
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Client Services Analyst III
Maryland or Boston or Bloomington or Houston
RemoteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
5+ YOE5+ years related experience, high school diploma required (BA preferred), strong banking operations and regulatory knowledge, TranStar experience preferred, intermediate communication skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma or equivalent; active Series 7 and applicable Series 63, 65, or 66; financial services knowledge, advanced Microsoft Office skills, organization, communication, multitasking, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma or equivalent, active Series 7 and applicable Series 63, 65, or 66 registration, financial services knowledge, advanced Microsoft Office skills, and strong organizational and client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yrHybridFull Time
Bessemer Trust: Wealth management and family office services for affluent clients.
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
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
Physical Threat Intel Analyst: Houston Area Energy Client
Houston, Texas, United States
OnsiteFull Time
Denali Universal Services: Provides integrated facility management and security services for industrial sites.
Prior military or threat analyst experience, proficiency with electronic security and OSINT tools, valid driver's license, ability to obtain state unarmed security officer, strong analytical and communication skills, pass background/drug screen and physical.
Microsoft Office, Video, Access Control, Alarm Management, CCTV, GPS
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
Livingston International: Provides customs brokerage and international trade compliance services globally.
0+ YOEProcess and release client shipments, create customs entries, ensure compliance, use Word and Excel, strong communication and analytical skills; no prior experience required.
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
Requires critical thinking, motivation, initiative, financial modeling, valuation analysis, industry research, transaction execution, and superior client service skills for a long-term investment banking career.
Action Behavior Centers: A provider of applied behavior analysis services focused on compassionate, evidence-based care for children with developmental needs.
BCBA credential required; developing treatment plans, supervising RBTs, delivering evidence-based therapy for children in a center setting; manages up to 8 clients.
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
BCBA and BCaBA Career Opportunity at Team PBS in Texas
Fulshear, Texas, United States
$41k-$125k/yrFieldFull Time
Positive Behavior Support Corp.: Provides Applied Behavior Analysis therapy for individuals with autism.
Active BCBA or BCaBA certification in good standing, related degree, experience developing behavior intervention plans, leadership and communication skills, ability to travel to client locations and perform physical client engagement.
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.