164 client services analyst jobs at 28 companies in Gaithersburg, MD
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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
UnitedHealth GroupNYSE: UNH: Provides health insurance and technology-enabled health care services.
2+ YOE2+ years account management and benefits/HSA administration experience, high school diploma/GED, intermediate Microsoft Office proficiency, strong communication and project management skills.
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.
Lockton: Provides global insurance brokerage and risk management consulting services.
1+ YOE1–2 years insurance or client service experience, bachelor’s degree preferred, strong verbal/written skills, Microsoft Office proficiency, ability to meet deadlines, willingness to work outside normal hours and travel as needed, must be authorized to work in the US.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Fortreum: Provides cybersecurity compliance and technical auditing services for regulated industries.
2+ YOEBachelor's degree or equivalent, 2+ years of professional services and NIST cloud assessment experience, CySA+ certification, Microsoft 365 proficiency, analytical skills, and ability to manage priorities and client relationships.
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
2+ YOE2+ years professional services experience, strong client service and analytical skills, project management, excellent written/verbal communication, Microsoft Office (Excel/PowerPoint), and obtain State Life and Health license within 90 days.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office
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.
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.
Targeted Victory: Digital marketing and strategy for political and corporate clients.
2+ YOEBachelor's degree or 2 years marketing experience; strong writing, design eye, client service, time management; Microsoft Office proficiency; interest in politics and digital marketing.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google
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.
Washington or New York City or Chicago or Philadelphia or Boston
$68k-$73k/yrOnsiteFull Time
Lockton: Provides insurance brokerage and global risk management solutions.
2+ YOEBachelor’s degree or equivalent insurance experience; 2–3 years of corporate experience preferred. Requires Microsoft proficiency, analytical and organizational skills, client service ability, and U.S. work authorization without sponsorship.
Microsoft Copilot, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Salesforce, ChatGPT Enterprise, Power Automate, Power BI
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
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
Children's Specialized Hospital: Specialized pediatric rehabilitation and autism care services.
Master's degree in ABA/psychology or related, current BCBA and Maryland LBA, BCBA supervision training, ability to provide hybrid services with up to 30-mile travel and 10% in-person supervision per client.