146 client services analyst jobs at 26 companies in Frederick, MD
3w
Save
Mark Applied
Hide
3w
Registered Client Relationship Analyst
Bethesda, Maryland, United States
$33k-$88k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; active Series 7 and Series 66 (or Series 63 and 65) required; 2+ years industry experience preferred; advanced Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 + Series 65 required. Two or more years of industry experience preferred. Advanced Microsoft Office skills and strong client service, communication, and organizational 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.
Client Experience Senior Analyst SAFE ACT - WASHINGTON
Washington, District of Columbia, United States
$94k-$141k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years relevant experience in financial services; strong analytical and interpersonal skills; FINRA SIE, Series 7 and Series 66 (or 63 & 65) required or to be obtained within 150 days; bachelor’s degree or equivalent experience; KYC/onboarding and compliance experience.
Client Experience Senior Analyst SAFE ACT - WASHINGTON
Washington, District of Columbia, United States
$94k-$141k/yrOnsiteFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5-8 years relevant experience in financial services or wealth management; strong analytical and interpersonal skills; ability to manage relationships and meet deadlines; FINRA SIE, Series 7 and Series 66 (or Series 63 & 65) required or must be obtained within 150 days; bachelor\u0002s degree or equivalent experience.
Advisory Services Analyst - Medicare Value-Based Care (Remote Eligible)
United States or Cambridge or Chicago or Princeton or Washington
$70k-$90k/yrRemoteFull Time
Mathematica: An employee-owned research and policy firm that applies data and methods to improve public programs and policy.
4+ YOEMaster's in a related field or bachelor's plus 4+ years in health policy/research; strong understanding of Medicare value-based care, analytic skills (quant/qual), excellent communication, organization, and client-facing ability.
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
Support health and benefits projects including plan design, enrollment support, vendor implementation, reporting, benchmarking and client service; strong analytical and client communication skills.
Little Leaves Behavioral Services: Providing center-based ABA therapy for young children with autism.
2+ YOEMaster’s degree or higher; BCBA certification or eligibility; 2+ years with autism/developmental disabilities; appropriate local licenses; strong communication and client-centered approach.
Pitcairn: Wealth management and family office services for affluent families.
2+ YOEBachelor's degree in Accounting/Finance/Economics; 2 years in client-focused professional services; strong MS Office skills; familiarity with financial analysis.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
DataLab USA: Provides database marketing analytics and predictive modeling solutions.
2+ YOEBachelor's in analytics or similar, 2+ years customer service experience in a technology setting, strong communication, client management, problem solving, and SQL knowledge preferred.
Boston or Chicago or Dallas or Irvine or Los Angeles or New York or San Francisco or Washington
$75k-$140k/yrOnsiteFull Time
Crowell & Moring: International law firm providing litigation and corporate legal services.
1+ YOEBachelor's degree in relevant field, ~1 year import/regulatory experience preferred, strong written/oral communication, MS Excel proficiency, ability to manage deadlines and client service.
CGINYSE: GIB: Provides information technology and business consulting services.
Provide functional support for Momentum financial system, analyze and resolve system and data issues, produce reports, perform testing, and communicate with clients; strong MS Excel and customer service skills required.
Momentum, Microsoft Excel, Microsoft Power Platform
Albany or New York City or Los Angeles or San Francisco or New Jersey or Connecticut or Minnesota or Delaware or California or Florida or Virginia or Maryland or Washington
$80k-$100k/yrFieldContract
Achieve Beyond: Pediatric therapy and autism services for children and families.
1+ YOEMaster's degree and BCBA and LBA required, minimum 1 year ABA supervision experience, strong organizational and communication skills, ability to travel to client homes and community settings.
Klik Solutions: Provides managed IT, cybersecurity, and cloud infrastructure solutions.
2+ YOE2+ years technical support or field service experience, knowledge of Windows and macOS, PSA ticketing experience, valid driver’s license, ability to travel to client sites, and willingness to join an on-call rotation.
3+ YOE3+ years data analysis experience, bachelor’s degree in analytics-related field, SQL and Python/R proficiency, Power BI/Tableau and Excel expertise, client-facing professional services experience, ability to obtain public trust suitability.
Python, R, Tableau, Power BI, Fivetran, Airtable, Snowflake, Google Analytics, GitHub, Microsoft Excel
The Treetop: Provides applied behavior analysis therapy for children with autism.
Active BCBA; Maryland LBA; in-home or hybrid ABA experience; strong collaboration, communication, and leadership; client-centered, outcomes-based care.
Clarvida: Provides community-based behavioral health and human support services.
BCBA certification and graduate degree required; conduct assessments and observations for clients ages 2–21, develop and implement ITPs, supervise as appropriate, and maintain Child Abuse and FBI clearances.
ABA 360: Provides ABA therapy and support for children with autism.
Current BCBA certification with Maryland LBA, ability to assess clients, supervise paraprofessionals, train caregivers, and apply culturally responsive ABA practices.