12 client services analyst jobs at 7 companies in Castle Rock, CO
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Production Analyst - Client Services
Westminster, Colorado, United States
$50k-$60k/yrHybridFull Time
DataLab USA: Provides database marketing analytics and predictive modeling solutions.
Bachelor's degree required, familiarity with Microsoft Outlook/Word/Excel, ability to learn SQL and internal tools (FTP, MoveIT, JIRA, Wiki), strong attention to detail and communication, direct marketing experience a plus.
Microsoft Outlook, Microsoft Word, Microsoft Excel, SQL, FTP, MoveIT, JIRA, Wiki
Origence: Provides lending technology and origination solutions for credit unions.
2+ YOEMinimum 2 years operations experience, knowledge of L360/Ideal/arcOS, Microsoft Office, strong communication, client-facing onboarding and implementation skills.
Origami Risk: Cloud-based risk management and insurance software solutions.
1+ YOE1+ years technical customer/application support in B2B SaaS, experience with queue-based tools, SQL and scripting (JavaScript/XML), strong communication and case management skills.
3+ YOEBachelor's degree or equivalent experience, 3–5 years in client services, operations, analytics, or process improvement, with cross-functional project coordination, data analysis, dashboards, documentation, and workflow skills.
SQL, Power BI, Tableau, Microsoft Excel, Excel Power Query, Python, Jira
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client services, operations, analytics, or process improvement; cross-functional project coordination; data analysis, dashboards, documentation, and spreadsheet proficiency.
SQL, Power BI, Tableau, Microsoft Excel, Excel Power Query, Python, Jira
Gen II Fund Services: Provides fund administration services to private capital asset managers
0+ YOEBachelor's degree preferred,0-2 years financial services experience,proficiency with Microsoft 365,strong organization,client service,attention to detail,ability to manage multiple deadlines.
Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM
Gen II Fund Services: Global fund administration for private capital asset managers.
0+ YOEBachelor's degree preferred,0-2 years financial services experience,proficiency with Microsoft 365,experience with investor portals a plus,strong attention to detail and client service,US work authorization required.
Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM
DataLab USA: Provides database marketing analytics and predictive modeling solutions.
Bachelor's degree in analytics or similar; 2-4 years customer service experience in a technology setting preferred; strong communication, client management, documentation, problem-solving skills; SQL knowledge a plus.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required; bachelor’s degree preferred; proficient with Microsoft Excel and MS Office; strong client service and communication skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65, four-year degree preferred, strong MS Excel and MS Office skills, client service and financial product knowledge.
Microsoft Excel, Microsoft Office, MS Online, internet applications
Action Behavior Centers: A behavioral healthcare provider delivering compassionate, evidence-based therapy for children and supporting their families.
Develop treatment plans, deliver evidence-based ABA therapy, supervise RBTs, collaborate with families, and track client progress in a compassionate care setting.
Flexible Savings Account, Health Savings Account, Instagram, Facebook