New Braunfels • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Braunfels • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Braunfels • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Braunfels • 50 milesRemote · Hybrid · Onsite · Field · All Environments
13 client services analyst jobs at 10 companies in New Braunfels, TX
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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
1mo
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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
2mo
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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
1mo
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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
3w
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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
2w
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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
6d
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Service Desk Analyst
Austin, Texas, United States
$43k-$98k/yr OnsiteFull Time
1+ YOERequires 1–2 years in client services, customer service, help desk, or technical support; Windows support, basic networking, Office 365, ITSM tools, and strong communication skills.
Windows, Microsoft Office 365, ITSM, Remedy
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
1mo
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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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Group Insurance Billing Analyst
San Antonio, Texas, United States
$21-$39/hr HybridFull Time
2+ YOERequires 2+ years in billing, accounts receivable, reconciliation, or collections and 2+ years in client-facing service. Strong communication, Excel reporting, pivot tables, VLOOKUPS, and payment allocation software experience preferred.
Microsoft Excel, Pivot Tables, VLOOKUPS, payment allocation software
4d
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GeoBase Regional Support Team Analyst
San Antonio, Texas, United States
$75k-$94k/yr HybridFull Time
2+ YOERequires U.S. citizenship, 2–4 years of geospatial experience, Tier 1 investigation eligibility, ArcGIS experience, strong data analysis, communication, client service, and organizational skills.
Esri ArcGIS, ArcGIS Desktop, ArcMap, ArcGIS Pro, Portal for ArcGIS, ArcGIS Online, Microsoft Office, Jira, Confluence, ArcGIS Enterprise, ArcSDE, ArcGIS Server, CAD, GPS, Atlassian
2w
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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.