11 client services analyst jobs at 7 companies in Doral, FL
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Client Service Analyst
Boca Raton, Florida, United States
$51k/yr HybridFull Time
1+ YOEBachelor’s degree and at least 1 year in a customer-facing analytical role; requires communication, critical thinking, analytical problem-solving, and decision-making skills.
online tools
1mo
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Client Service Analyst
Boca Raton, Florida, United States
$51k/yr HybridFull Time
1+ YOEBachelor's degree required; minimum 1 year in a customer-facing analytical role; strong communication, critical thinking, analytical problem-solving and decision-making; drug screen and background check required.
3w
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Analyst, Client Service (FL, Fort Lauderdale)
Fort Lauderdale, Florida, United States
OnsiteFull Time
2+ YOE2–5 years client service experience in wealth management/financial services preferred; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Excel, PowerPoint, Word; strong communication and organizational skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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Client Relations Senior Analyst
Miami or Dallas
OnsiteFull Time
6+ YOEBachelor's degree, 6+ years professional services experience (preferably legal), strong analytics and communication, DealCloud and Microsoft Office proficiency, knowledge of private equity/M&A markets.
Intapp DealCloud, Microsoft Office Suite, Microsoft 365, PitchBook, Capital IQ
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.
1mo
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Business Immigration Analyst (Paralegal)
Miami, Florida, United States
OnsiteFull Time
Provide case preparation and filing support for immigration matters, communicate with clients, compile case data, meet SLAs, and follow firm policies; bachelor's/associate/paralegal certification or relevant client-service experience.
MS Word, Microsoft Excel, Connect
3mo
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Board Certified Behavior Analyst (BCBA)
Davie, Florida, United States
$60-$70/hr OnsiteFull Time
Active BCBA license; reliable; collaborative; flexible; capable of driving to client sites.
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.
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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.
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco
San Francisco or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organization skills, and SIE, Series 7, and Series 63 licenses within three months.