4w
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Senior Client Services Analyst - Austin Hybrid
Austin, Texas, United States
HybridFull Time
Experience in underwriting and financial analysis, Excel expert, knowledge of multifamily market (Austin preferred), ability to prepare underwriting models, conduct market surveys, respond to RFPs, and engage with clients.
Microsoft Excel
2w
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Sr Client Delivery Analyst
New York City or Austin
$91k-$113k/yr HybridFull Time
5+ YOEBachelor's or equivalent,5+ years client onboarding in financial services/broker-dealer environments,knowledge of custodian onboarding,project management skills,FINRA SIE and Series 99 required or willingness to obtain.
Orion, Advyzon, Docupace, AdvisorArch, Calm
1w
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Client Relationship Analyst - Customer Solutions
Austin, Texas, United States
$29-$36/hr OnsiteFull Time
3+ YOEBachelor's degree plus 3 years related experience (experience may substitute up to 4 years). Skills in billing, account auditing, data analysis, dispute resolution, and customer escalations; intermediate+ Excel and database experience; Smith Driver Certification may be required.
Microsoft Excel, CC&B
1mo
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Private Wealth Management Registered Client Relationship Analyst
Austin, Texas, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
4w
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Analyst, Global Client Group (Insurance)
Austin or Charlotte
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
1+ YOEBachelor's degree, 1+ years experience in financial services preferred, strong Excel/Word skills, detail-oriented, excellent communication, and ability to obtain SIE/Series 7 and Series 63/66 within 8 weeks.
Microsoft Excel, Microsoft Word, CRM
1mo
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Analyst, Global Client Group (Insurance)
Charlotte or Austin
HybridFull Time
Bachelor's degree required; SIE, Series 7, and Series 63/66 attainment required within 8 weeks; 1+ years in financial services preferred; strong Excel and Word skills, quantitative problem solving, and excellent communication.
Microsoft Excel, Microsoft Word, CRM
1w
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Implementation Analyst
Austin, Texas, United States
HybridFull Time
2+ YOE2+ years in software implementation or professional services, experience configuring workflow SaaS, strong Microsoft Excel skills, data modeling and configuration experience, client-facing communication with government customers.
Microsoft Excel, Teamwork, ETL
3d
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Service Management Analyst
Dallas or Austin
HybridFull Time
3+ YOEBachelor's or equivalent experience, 3+ years in client services/relationship management in financial services, FINRA Series 7 (or obtain within 90 days), Microsoft 365 proficiency, strong communication and analytical skills.
Microsoft 365
2w
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Manager, Business Systems Analyst, Client Integrations and Support
Westlake or Austin
$104k-$130k/yr HybridFull Time
3+ YOEFinancial services and IT experience; IT degree or equivalent; 3+ years system analysis and Agile experience; 2+ years SQL/script; 1+ year Figma; strong communication and Microsoft Office proficiency.
Microsoft Office, JIRA, SQL, Figma, Popweb, Client Central, Scube, SAC, EMTR, API, SAFe
19h
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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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Service Desk Tech Analyst I
Austin, Texas, United States
OnsiteFull Time
Associate’s in IT (or equivalent), familiarity with Windows/Microsoft 365, ServiceNow preferred, ability to support Epic client applications, strong customer service and troubleshooting skills.
Microsoft Windows, Microsoft 365, ServiceNow, Microsoft SCCM, Microsoft Intune, Microsoft Active Directory, Epic client applications
2w
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Service Desk Tech Analyst I
Austin, Texas, United States
$42k/yr OnsiteFull Time
Associate’s degree in IT (or related), familiarity with Microsoft Windows 10/11, Microsoft 365, ServiceNow/ITSM, Epic client support, endpoint troubleshooting, strong customer service and communication skills.
Microsoft Windows 10/11, Microsoft 365, ServiceNow, IT Service Management (ITSM), Epic, Microsoft SCCM, Microsoft Intune, Microsoft Active Directory
2w
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Board Certified Assistant Behavior Analyst (BCaBA)
Killeen or Georgetown or Lampasas or Temple
$80k-$95k/yr OnsiteFull Time
Bachelor's degree with approved coursework, BCaBA credential required, state LBA licensure if applicable, advanced ABA knowledge, and reliable transportation for client visits.
1d
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South Austin Board Certified Behavior Analyst (BCBA)
Austin, Texas, United States
$80k-$90k/yr FieldFull Time
Active BCBA certification, Master’s in ABA/psychology/education or related, reliable transportation, strong communication, clinical supervision experience preferred, managing ~7-8 clients with 32 billable hours/week.