Client Services Analyst I
Framework Ventures
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products, enabling more people to protect their financial futures. What You'll Do Completing research and providing analysis as needed to support Management in decision making Developing and executing proposed business and technical solutions Drive resolution of production issues Assist in the research and investigation of escalated production issues and engage teams for resolution Assist in identifying, developing and executing continuous improvement opportunities Facilitating business needs and priority identification Track incidents through completion while providing regular updates to both internal and external customers Document business impact, research and resolution steps and long term preventative measures via incident reports Provide regular severity updates to Senior leadership, Others Flexibility in work schedule including regular participation in an On-Call rotation What You'll Need A Bachelor’s degree in Computer Information Systems, Business Administration, or a related field; and equivalent work experience in business analysis and application development Basic knowledge of SQL, client/server, and network environments Advanced Microsoft PC software experience (i.e., Excel, Word) Strong written, oral and interpersonal communication skills Customer service skills with strong relationship management skills with the ability to interact positively and successfully with all level of associates and managers to meet business needs 1-3+ years’ work experience or an education in systems or quantitative analysis and business solutions development required Willingness to develop industry-related knowledge Experience in Annuity, mutual funds, financial services, or life insurance work experience preferred Experience in project management preferred What’s in it for you At Zinnia, you collaborate with smart, creative professionals dedicated to delivering cutting‑edge technologies, deeper data insights, and enhanced services to transform how insurance is done. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. #J-18808-Ljbffr Framework Ventures
- ...Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking a Hedge Fund Clients Services & Operations Analyst for a full-time position! Responsibilities: Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists...SuggestedFull time
- ...Title: Corporate Trust - Client Service Analyst Location: New York, NY Duration: 6-Month Contract Pay Rate: Between $30/hr to $32.00/hr W2(W2) Job Summary: We are seeking a Client Service Analyst to support Corporate Trust operations by managing and...SuggestedContract work
$60k - $80k
A financial services firm in New York is seeking an Analyst/Associate for Centralized Business Services. This role involves onboarding and client service support, requiring an undergraduate degree and proficiency in MS Office applications. Excellent communication and organizational...Suggested- ...transparent and expert life policy and portfolio servicing for owners and investors of these assets... ...and data analytics that empower its clients to protect value, optimize performance,... ...our organization. The Client Servicing Analyst is responsible for the accurate and...SuggestedRemote work
- ...analysis. Knowledge of SQL and strong communication skills are vital. The position offers collaboration with a diverse team dedicated to transforming insurance services through advanced technologies. Join us in this exciting opportunity! #J-18808-Ljbffr Framework VenturesSuggested
$80 - $105 per hour
Client Service Analyst - Fund in Midtown Client Service Analyst - Fund in Midtown Get AI-powered advice on this job and more exclusive features. Coda is currently engaged with a Global Hedge Fund in Midtown that is looking to hire an Associate to join the team. This person...Full time$62.5k - $80k
A leading pharmaceutical services provider in the United States is looking for a Client Services Business Analyst. This role supports a pharmaceutical cost and coverage application by managing client engagements and overseeing projects from concept to launch. Candidates...- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...
$75k - $85k
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining...$58.66k - $78.18k
Customer Service Intermediate Analyst Apply (opens in new window) Job Req Id: 26956339 Location(s): Tampa, Florida, United States Job Type: Hybrid... ...an intermediate-level position responsible for providing clients with resolutions and support in coordination with the Customer...Full time$100k - $120k
Neara is seeking a Client Services Operations Analyst to ensure premium service delivery. This role monitors payment processes, addresses customer inquiries, and oversees operational requests. Ideal candidates will have 2-5 years in banking or financial operations and...Flexible hours$62.5k - $80k
Client Services Business Analyst Position Summary The Client Services Analyst supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through...$75k - $85k
...our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. With a 200‑year legacy and a passion for what’s next, this is the right place to build a fulfilling...Work experience placementWork at officeLocal area3 days per week$60k - $70k
Client Services/Customer Care Support Analyst Join to apply for the Client Services/Customer Care Support Analyst role at OSTTRA Client Services/Customer Care Support Analyst 2 days ago Be among the first 25 applicants Join to apply for the Client Services/Customer Care...Full timeSecond jobSeasonal workFlexible hours$115k - $135k
...operational relationships with a dedicated group of Quantinno clients, serving as primary coverage and delivering comprehensive investment... ...in private wealth management, preferably as a client service associate supporting a financial advisor team. Strong attention...Work at office$115k - $135k
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated group of clients, ensuring seamless operational relationships and high-quality investment account support. The ideal candidate holds a Bachelor’s degree and has 2...Work at office- ...experience with email and LinkedIn messaging, and possess strong communication skills. The role involves reaching out to potential clients, including schools, unions, construction companies, and more, to sell our decorative apparel. The successful candidate should be confident...
- ...range of secure solutions to major corporate, banking and SME clients globally. Processing over US$90 Billion worth of transactions per... ..., Regional Sales Development, Project Management, and Customer Service. The role is based in New York City. Kindly consider the...Work at officeWork from home
- Payfuture Technologies is looking for a US Analyst in Financing and Client Services based in New York, NY. The candidate will perform a critical role in managing a portfolio of Structured Finance and Corporate Agency roles, coordinating fundings, and ensuring data integrity...
- Job Description Job Description Joomag is redefining how businesses create, deliver, and measure engaging content experiences. With 5,000+ customers worldwide, we’re evolving beyond digital publishing into a modern AI-driven Content Experience Platform that helps...Worldwide
- T. Edward Wines and Spirits is driven by a simple yet powerful idea: to bring authentic, sustainably crafted wines and spirits from family-owned businesses around the world to your table. We're not just importing; we're fostering a community of quality and integrity, reshaping...Full timeWork at officeMonday to Friday
- ...Title - Senior Marketing Data Analyst Duration - 5 - 6 months Location - New York, NY Participates in implementation work streams, including campaign management operations as well as supporting processes. Works with Technical and Business Analysts to assist in...Work experience placement
$82.5k
...graduates to grow the next generation of data analysts through our Analytics Development... ...Generation Veeva program. Review the Analytics Services Associate role to inform your decision... ...analytical reports across a large client portfolio Link marketing exposure data...Work experience placementH1bWork at officeLocal area$120k - $150k
...Schonfeld's Enterprise Data team is looking for a Market Data Analyst to manage the sourcing, licensing, and entitlements of market data... ...or a related role at a hedge fund, asset manager, or financial services firm ~ Strong analytical and problem-solving skills ~ Deep...- ...PLEASE NOTE - This is NOT a technical role for a Data Analyst, Data Scientist or someone with an IT background.... ...Data Analyst at S4 Market Data will oversee client projects and be responsible for the overall service delivery of our managed services with respective clients...Contract workWork experience placementRemote work
$130k - $220k
Principal, Statistician, Roivant Health Roivant Sciences aims to improve health by rapidly delivering innovative medicines and technologies to patients. We do this by building Vants – nimble, entrepreneurial biotech and healthcare technology companies with a unique ...Full timeInterim roleLocal area$82.5k
...recent university graduates to grow the next generation of data analysts through our Analytics Development Program . We believe in... ...to one role in one Generation Veeva program. Review the Client Services Associate role to inform your decision within the...Work experience placementH1bWork at officeLocal area$25 per hour
The Conference on Jewish Material Claims Against Germany (Claims Conference), a nonprofit organization with offices in New York, Israel, Germany and Austria, secures material compensation for Holocaust survivors around the world. Founded in 1951 by representatives of 2...Hourly payPart timeRemote work$100k
...then communicating the methodologies and results of these to our clients in the healthcare sector Salary: $100,000 per annum... ...submissions. You will therefore be exposed to a wide variety of our service and a broad range of therapeutic areas. To read more about our...Permanent employmentFull timeTemporary workWork from homeFlexible hours$110k - $120k
...As a leading financial services and healthcare technology company based on revenue, SS&C... ...Job Title Enterprise Marketing Data Analyst - Cross-Functional Insights & Visualization... ...implement, andoperatesolutions that help clients manage data, automate processes, and scale...Ongoing contractWorldwide
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