22 client services analyst jobs at 11 companies in Cleveland, TX
1w
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Client Services Analyst III
Maryland or Boston or Bloomington or Houston
$83k-$90k/yr RemoteFull Time
5+ YOE5+ years related experience, high school diploma required, Bachelor's preferred; intermediate-advanced banking operations and regulatory knowledge; TranStar experience preferred; strong communication skills.
TranStar
1mo
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Client Applications Analyst (CC&B)
Houston, Texas, United States
HybridFull Time
2+ YOECustomer-facing analyst to resolve billing exceptions, interpret data, manage account-level billing, and respond to client inquiries; requires strong communication, analytical skills, and Microsoft Office proficiency.
CC&B, Microsoft Excel, Microsoft Word, Microsoft Outlook, EDI
4d
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Registered Client Relationship Analyst
Houston, Texas, United States
OnsiteFull Time
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
4d
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Registered Client Relationship Analyst
Houston, Texas, United States
OnsiteFull Time
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
2mo
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Client Advisor Solutions Analyst
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/yr HybridFull Time
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.
4w
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Client Account Support Senior Analyst - Spanish - Houston Area - Hybrid
United States or Texas or Houston
$57k-$94k/yr HybridFull Time
Bilingual Spanish/English, healthcare insurance experience, client-facing skills, bachelor's degree or equivalent experience, strong presentation and problem-solving skills, local travel and reliable broadband required.
mycigna.com
2w
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Research Services Analyst
Nashville or Charlotte or Birmingham or Houston or Atlanta or Dallas
OnsiteFull Time
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
2w
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Physical Threat Intel Analyst: Houston Area Energy Client
Houston, Texas, United States
OnsiteFull Time
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
2w
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Senior Analyst - Health and Benefits Consulting
Houston or Austin
HybridFull Time
2+ YOERequires 2+ years in professional services, strong project management, client service, communication, analytical skills, Microsoft Office proficiency, and a state life and health license within 90 days.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2w
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Senior Analyst - Health and Benefits Consulting
Houston or Austin
HybridFull Time
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.
Microsoft Excel, Microsoft PowerPoint
2w
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Release Customs Analyst - PM Shift
Houston or United States
$17-$25/hr RemoteFull Time
0+ YOEProcess and release client shipments, create customs entries, ensure compliance, use Word and Excel, strong communication and analytical skills; no prior experience required.
Microsoft Word, Microsoft Excel
2d
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IB Coverage Analyst
Dallas or Houston
OnsiteFull Time
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.
3-statement financial models
2w
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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
$60k-$125k/yr OnsiteFull Time
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.
20h
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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
2+ YOEBachelor's degree, 2–4 years of preferred client service or financial industry experience, strong communication and organizational skills, client service interest, integrity, and SIE, Series 7, and Series 63 credentials.
3d
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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
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.