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565 client services analyst jobs at 45 companies in Texas

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Client Services Analyst II
Texas, United States
$45k-$64k/yr RemoteFull Time
Gainwell Technologies
Gainwell Technologies: Delivers technology solutions for public health and Medicaid programs.
High School diploma/GED; advanced Microsoft Excel (pivot tables,VLOOKUP,formulas); strong analytical, QA, communication and process-translation skills for client-facing work in healthcare technology.
Microsoft Excel
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4w
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Senior Client Services Analyst - Austin Hybrid
Austin, Texas, United States
HybridFull Time
Greystar
Greystar: Provides global property management and real estate investment services.
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
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1mo
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Specialty Pharmacy - Client Success Analyst
Dallas, Texas, United States
OnsiteFull Time
Loopback Analytics
Loopback Analytics: Analytics platform for healthcare systems and specialty pharmacy programs.
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
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4w
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Client Success Analyst
United States or Illinois or North Carolina or Texas or Georgia or Tennessee or Florida
OnsiteFull Time
Clarity Output Solutions
Clarity Output Solutions: Provider of transactional and marketing communication printing services.
5+ YOEBA/BS or equivalent; 5+ years client/customer-facing and leadership experience; strong client service, communication, problem solving; MS Office proficiency; SQL experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SQL
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1mo
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Client Applications Analyst (CC&B)
Houston, Texas, United States
HybridFull Time
Energy Services Group
Energy Services Group: SaaS platform for retail energy provider billing and transactions
2+ YOECustomer-facing analyst to resolve billing exceptions, interpret data, manage account-level billing, and respond to client inquiries; requires strong communication, analytical skills, and Microsoft Office proficiency.
CC&B, Microsoft Excel, Microsoft Word, Microsoft Outlook, EDI
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3mo
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Sr. Program Client Services Analyst - State National
Bedford, Texas, United States
HybridFull Time
Markel Group
Markel GroupNew York Stock Exchange: MKL: Global provider of insurance, reinsurance, and investment products.
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
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3w
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Client Service Analyst
Allen, Texas, United States
OnsiteFull Time
PFS
PFSNYSE: GXO: Provides order fulfillment and commerce operations for global brands.
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
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2w
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Client Support Analyst
Houston, Texas, United States
OnsiteFull Time
U.S. Legal Support
U.S. Legal Support: Provides court reporting, record retrieval, and litigation support services.
High school diploma or equivalent, strong communication and organizational skills, ability to learn multiple systems, customer-service orientation; legal experience a plus.
Zoom
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2w
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Sr Client Delivery Analyst
New York City or Austin
$91k-$113k/yr HybridFull Time
Apex Fintech Solutions
Apex Fintech Solutions: Digital custody and clearing infrastructure for financial services firms.
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
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2mo
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Client Operations Analyst
Dallas, Texas, United States
RemoteFull Time
True North Advisors
True North Advisors: Provides independent wealth management and planning for high-net-worth families.
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
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1mo
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Client Onboarding Analyst
New York or Fort Worth
$80k-$110k/yr OnsiteFull Time
eClerx
eClerxNational Stock Exchange of India: ECLERX: Provides business process management and data analytics services globally.
1+ YOE1+ years in COO/business support in financial services, knowledge of KYC/AML preferred, strong relationship-building, problem-solving, organizational skills, and proficiency with Microsoft PowerPoint, Excel, and Word.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
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2w
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Client Service Analyst III
Louisville or Charlotte or Birmingham or Lenexa or Cedar Falls or Allen or Springfield or Monett
RemoteFull Time
Jack Henry
Jack HenryNASDAQ: JKHY: Technology and payment processing solutions for financial institutions.
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%.
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1w
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Client Relationship Analyst - Customer Solutions
Austin, Texas, United States
$29-$36/hr OnsiteFull Time
City of Austin
City of Austin: Providing municipal services and public infrastructure to the Austin community.
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
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1mo
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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
Bessemer Trust
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.
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1mo
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Private Wealth Management Registered Client Relationship Analyst
Austin, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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1mo
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Senior Analyst, U.S. Client Onboarding (265484)
Dallas, Texas, United States
OnsiteFull Time
Scotiabank
ScotiabankToronto Stock Exchange: BNS: Provides global personal, commercial, and investment banking services.
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.
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5d
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Client Service Analyst - Corporate Mortgage Finance
Dallas, Texas, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
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
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1w
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Client Account Support Senior Analyst - Spanish - Houston Area - Hybrid
United States or Texas or Houston
$57k-$94k/yr HybridFull Time
The Cigna Group
The Cigna GroupNYSE: CI: Provides health insurance and pharmacy benefit management services.
Bilingual Spanish/English, healthcare insurance experience, client-facing skills, bachelor's degree or equivalent experience, strong presentation and problem-solving skills, local travel and reliable broadband required.
mycigna.com
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2mo
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Global Banking & Markets, Prime Client Services, Analyst/Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
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
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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
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