1mo
Save
Mark Applied
Hide
Specialty Pharmacy - Client Success Analyst
Dallas, Texas, United States
OnsiteFull Time
Mid-level client-facing role requiring health system specialty pharmacy experience, Microsoft Excel/Power BI skills, data management and implementation experience; SQL and a bachelor's degree preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft PowerBI, SQL
3mo
Save
Mark Applied
Hide
Sr. Program Client Services Analyst - State National
Bedford, Texas, United States
HybridFull Time
Bachelor's in Business, Accounting or Finance; strong MS Excel/Word; excellent verbal and written communication; problem solving; multitasking capability; ability to work independently and with a team; hybrid work schedule.
Microsoft Excel, Microsoft Word, CRM
3w
Save
Mark Applied
Hide
Client Service Analyst
Allen, Texas, United States
OnsiteFull Time
2+ YOECollege degree, 2–3 years experience (ecommerce/direct-to-consumer preferred), strong communication, business analysis, Excel/Word/PowerPoint skills, and ability to manage client communications and produce reports.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
Save
Mark Applied
Hide
Client Operations Analyst
Dallas, Texas, United States
RemoteFull Time
1+ YOEBachelor’s in Finance or related field; 1–2 years in financial services; strong communication and detail orientation; background check required.
CRM, custodian systems, Microsoft Excel, financial software
2w
Save
Mark Applied
Hide
Client Service Analyst III
Louisville or Charlotte or Birmingham or Lenexa or Cedar Falls or Allen or Springfield or Monett
RemoteFull Time
4+ YOE4+ years in financial institutions or related finance roles, asset/liability management or financial reporting experience, ability to perform software installations, consult at C-suite level, and travel up to 10%.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Senior Analyst, U.S. Client Onboarding (265484)
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2-4 years in financial services, knowledge of US KYC/AML, sanctions and FATCA, bachelor's degree in business or related field (or equivalent experience), strong communication, analytical and project management skills.
1w
Save
Mark Applied
Hide
Client Service Analyst - Corporate Mortgage Finance
Dallas, Texas, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED, minimum 2 years mortgage operations experience, proficiency with Microsoft Office, experience with ProMerit, strong communication and organizational skills, US work authorization required.
Microsoft Office Suite, ProMerit
2mo
Save
Mark Applied
Hide
Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor’s degree, 1–3 years in financial services, Series 7/63/SIE within 90 days, strong analytical, communication, and multi-priority skills.
Trading platforms, Derivatives, Securities financing
1mo
Save
Mark Applied
Hide
Analyst/Consultant - AfterSales
Plano, Texas, United States
HybridFull Time
0+ YOEUniversity degree required (technical preferred). Requires SQL and MS Office skills, strong analytical and communication skills, client relationship experience; Analyst level 0-2 years preferred, Consultant level 2-4 years required.
SQL, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Urban Science proprietary software
4d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
Quality Analyst
Plano, Texas, United States
OnsiteFull Time
2+ YOE2–3 years contact center QA or client service experience, high school diploma (Bachelor's preferred), proficiency with Google Suite and CRM, QA expertise, strong communication and analytical skills.
Google Sheets, Google Slides, Google Docs, Google Drive, CRM platforms
2w
Save
Mark Applied
Hide
Senior Analyst- Health & Benefits Consulting
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2+ years in professional services or benefits consulting; strong client service, project management, analytical and communication skills; State Life and Health license required within 90 days; Excel and PowerPoint proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
3mo
Save
Mark Applied
Hide
HRIS (Workday) Analyst
Dallas, Texas, United States
HybridFull Time
4+ YOE4+ years of Workday HR reporting, core HCM and organizational structure experience; strong client service, communication, and data accuracy skills; Bachelor’s degree in a related field.
Workday, Excel, Smartsheet, NetDocuments, HR reporting
1mo
Save
Mark Applied
Hide
Client Service – Transaction Coordinator - Analyst
Plano, Texas, United States
OnsiteFull Time
Experience in commercial/CRE lending operations or loan coordination, strong attention to detail, written and verbal communication, multitasking, analytical problem solving, proficiency in Microsoft Office and CREOS/Strategy, and ability to handle confidential information.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CREOS/Strategy
2d
Save
Mark Applied
Hide
International Trade Analyst
Boston or Chicago or Dallas or Irvine or Los Angeles or New York or San Francisco or Washington
$75k-$140k/yr OnsiteFull Time
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.
MS suite, Microsoft Excel
2w
Save
Mark Applied
Hide
Service Delivery Analyst
Coppell or El Dorado Hills or Kansas City or New York
$100k-$130k/yr HybridFull Time
3+ YOE3+ years project management experience preferred; ability to lead client-facing implementations, manage schedules/budgets, identify risks, and communicate with stakeholders.
1mo
Save
Mark Applied
Hide
Pharmacy Data Analyst
Plano, Texas, United States
OnsiteFull Time
1+ YOEBachelor's in business or equivalent, 1-2 years insurance or pharmacy analytics experience, PBM knowledge preferred, advanced PowerPoint/Word/Excel, strong communication and client-service skills, legal right to work in the US.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, CRM
3w
Save
Mark Applied
Hide
PWM Consulting Group Analyst
Dallas, Texas, United States
OnsiteFull Time
5+ YOE5+ years relevant experience, Series 7 and Series 66 (or Series 63 and 65), four-year degree preferred, strong client service, analytical and technical skills, Microsoft Excel proficiency.
Microsoft Excel, Microsoft Office, MS Online
Explore Jobs
Expand Your Job Search
Top Cities Near Plano for Client Services Analyst
- Client Services Analyst jobs in Dallas, TX
- Client Services Analyst jobs in Fort Worth, TX
- Client Services Analyst jobs in Arlington, TX
- Client Services Analyst jobs in Garland, TX
- Client Services Analyst jobs in Irving, TX
- Client Services Analyst jobs in Grand Prairie, TX
- Client Services Analyst jobs in McKinney, TX
- Client Services Analyst jobs in Frisco, TX
- Client Services Analyst jobs in Mesquite, TX
- Client Services Analyst jobs in Carrollton, TX
- Client Services Analyst jobs in Denton, TX
- Client Services Analyst jobs in Richardson, TX
- Client Services Analyst jobs in Lewisville, TX
- Client Services Analyst jobs in Allen, TX
- Client Services Analyst jobs in Flower Mound, TX
- Client Services Analyst jobs in North Richland Hills, TX
- Client Services Analyst jobs in Mansfield, TX
- Client Services Analyst jobs in Rowlett, TX
- Client Services Analyst jobs in Euless, TX
- Client Services Analyst jobs in DeSoto, TX