We have other current jobs related to this field that you can find below

  • Analyst, Client Services

    2 months ago

    Washington, United States Harrison Gray Search & Consulting Full time

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with a San Francisco-based private investment office seeking an Analyst on their Client Services team. This new team member will be located in Washington DC.In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client's success as an...

  • Data Analyst

    2 days ago

    Washington, United States Prometheus Federal Services Full time

    Job DescriptionJob DescriptionData AnalystPrometheus Federal Services (PFS), a trusted partner to federal health and social services agencies, is seeking a Data Analyst with Federal Consulting experience. You will work closely with and support Federal health and social services agency clients. You will collaborate with client leadership to shape work...

  • Data Analyst

    1 month ago

    Washington, United States Prometheus Federal Services Full time

    Job DescriptionJob DescriptionData AnalystPrometheus Federal Services (PFS), a trusted partner to federal health and social services agencies, is seeking a Data Analyst with Federal Consulting experience. You will work closely with and support Federal health and social services agency clients. You will collaborate with client leadership to shape work...

  • Client Services Coordinator

    6 days ago

    Washington, Washington, D.C., United States MBI Health Services, LLC Full time

    Job OverviewCompany OverviewMBI Health Services, LLC is a recognized behavioral health organization serving the D.C. Metropolitan Area. We are dedicated to providing a comprehensive array of services and programs designed to assist both adults and children in regaining their confidence and stability. Our partnerships with esteemed government healthcare...

  • Senior Business Analyst

    2 months ago

    Washington, Washington, D.C., United States NTT DATA Services Full time

    Req ID: NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Senior Business Analyst to join our team in Washington, District of Columbia (US-DC), United States (US).The Business...

  • Business Analyst

    6 days ago

    Washington, Washington, D.C., United States PSRTEK Full time

    Job DescriptionPosition: Business Analyst (Banking or Financial Sector)Location: Washington, DC - HybridEmployment Type: Full TimeOverview:We are seeking a skilled Business Analyst to engage with our clients in the banking and financial domain. This role is pivotal in understanding client requirements and fostering strong relationships.Key...

  • Service Desk Analyst III

    2 weeks ago

    Washington, United States Beveridge & Diamond PC Full time

    Job DescriptionJob DescriptionDescription:Beveridge & Diamond is a leading law firm with a focus on environmental and natural resource law. We are committed to providing exceptional legal services to our clients while fostering a collaborative and inclusive work environment.Position Overview The Service Desk Analyst III provides advanced technical support...

  • Technical Support Analyst

    6 days ago

    Washington, Washington, D.C., United States ALTA IT Services Full time

    Job OverviewTechnical Support Analyst (Intermediate)ONSITE in Washington DC NWShift: 8:00am – 4:30pmU.S. Citizenship is required due to Federal Government regulations.Ability to pass a Federal background check is necessary for Level 4 Public Trust Clearance. This position requires onsite presence, Monday through Friday. POSITION SUMMARY:The Application and...

  • IT Service Management Analyst

    6 days ago

    Washington, United States Sev1Tech Full time

    Position Overview Sev1Tech is seeking an IT Service Management (ITSM) Analyst to become a vital part of our Network Operations Security Center (NOSC) team, contributing to the support of network and security operations. The ITSM Analyst will work in close collaboration with the Program Management Office (PMO) to enhance program effectiveness. Key...

  • Jr. Logistics Analyst

    3 weeks ago

    Washington, United States VISTA Technology Services Full time

    Logistics and Product Support Analyst (Junior) VISTA Technology Services, Inc. (VISTA) is currently seeking a Junior Logistics and Product Support Analyst to support our NAVSEA customer in Washington, DC. Position Requirements Responsibilities will include working to align integrated logistics (ILS) and product support management (PSM) programmatic...

  • Business Analyst

    6 days ago

    Washington, Washington, D.C., United States PSRTEK Full time

    Job OverviewPosition: Business Analyst (Banking or Financial Sector)Location: HybridEmployment Type: Full TimePosition Summary:The Business Analyst will play a crucial role in bridging the gap between business needs and technology solutions. This position involves collaborating with stakeholders to gather and analyze requirements, ensuring that the proposed...

  • Underwriting Analyst

    3 months ago

    Washington, United States CW Financial Services LLC Full time

    Reports To: Team Leader - Underwriting, Due Diligence, and Valuations Join Us Think You’d Be a Good Fit? Send in your application by filling out the form below. Join CW Capital’s growing Underwriting/Valuations team and be part of the frontline effort to provide client investors with analysis at the loan level and a thorough understanding of performance...

  • Senior Cost Analyst

    4 weeks ago

    Washington, United States Client Server Software Solutions Full time

    Job DescriptionJob DescriptionJob Description and Tasks: Assist in the planning, developing, and maintaining spending plans, including all necessary budget, financial status, charts, briefings, schedules, progress reports, and related documentation. Perform cost estimation and/or analysis using a variety of techniques (i.e., modeling, parametric analysis,...

  • Senior Cost Analyst

    7 days ago

    Washington, United States Client Server Software Solutions Full time

    Job DescriptionJob DescriptionJob Description and Tasks: Assist in the planning, developing, and maintaining spending plans, including all necessary budget, financial status, charts, briefings, schedules, progress reports, and related documentation. Perform cost estimation and/or analysis using a variety of techniques (i.e., modeling, parametric analysis,...

  • Financial Planning Analyst

    6 days ago

    Washington, United States ICI Services Full time

    About ICI ServicesICI Services is a proud Employee-Owned Company dedicated to delivering exceptional Engineering & Integration, Systems Acquisition, Information Warfare, and In-Service Sustainment support to our esteemed government clientele. Position OverviewWe are currently in search of a Financial Planning Analyst at the Mid-Level to provide comprehensive...

  • Service Desk Analyst

    2 months ago

    Washington, United States Insight Global Full time

    Day-to-Day:A defense technology company with a mission to transform U.S. and allied military capabilities is looking for a Service Desk Analyst to join their IT Team. This person will support key day-to-day processes such as technical support for software and hardware, configuring Windows, Linux, and Apple computers with the latest software and assisting...

  • Mid-Level Counterterrorism Vetting Analyst

    4 weeks ago

    Washington, United States Softek Global Services LLC Full time

    Softek Global Services provides both operations & strategic support to tribal 8(a) & commercial organizations. Our client is a tribally-owned 8(a) organization that excels in a wide range of professional services & skillsets in the federal contracting space. They are seeking a Mid-Level Counterterrorism Vetting Analyst in the National Capital Region. This...

  • Mid-Level Counterterrorism Vetting Analyst

    2 months ago

    Washington, United States Softek Global Services LLC Full time

    Softek Global Services provides both operations & strategic support to tribal 8(a) & commercial organizations. Our client is a tribally-owned 8(a) organization that excels in a wide range of professional services & skillsets in the federal contracting space. They are seeking a Mid-Level Counterterrorism Vetting Analyst in the National Capital Region. This...

  • Financial Services Compliance Analyst

    6 days ago

    Bellevue, Washington, United States G2 Risk Solutions Full time

    Job OverviewG2 Risk Solutions is in search of a Financial Services Compliance Analyst. In this role, you will conduct thorough investigations of international firms within the financial services domain, evaluating their adherence to pertinent regulations aimed at mitigating the risk of fraudulent or illicit activities online. Your efforts will contribute to...

  • PPBE Analyst

    3 weeks ago

    Washington, United States Analytic Services Inc Full time

    ANSER enhances national and homeland security by strengthening public institutions. We provide thought leadership for complex issues through independent analysis and we deliver practical, useful solutions. ANSER values collaboration, integrity, and initiative and we are client focused in all that we do. We were established for the purpose of public service...

Analyst, Client Services

2 months ago

Washington, United States Harrison Gray Search & Consulting Full time

Job Description Job Description

Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Analyst on their Client Services team. This new team member will be located in Washington DC. The role of the Analyst on the Client Services team is to support senior team members with services related to banking, insurance, charitable giving, reporting and analysis, and other client service activities. The needs of their clients continue to evolve, and they are consistently looking for ways to provide a more tailored and personalized client experience to align with their wealth, their values, and their goals. The success of the Client Services team relies heavily on the accuracy of work, overall engagement, building trust with clients and internal teams, and providing best-in-class service to clients. The following outlines the tangible contributions of a successful Client Services Analyst: Execution of Tasks/Projects Support the Client Services team in responding to daily, often high-volume, client requests requiring exceptional responsiveness, thoughtfulness, and attention to detail. Review client-related invoices, facilitate client approval, and coordinate/track payments by the accounting team. Review monthly and quarterly client reports prepared by internal teams and identify areas of discussion prior to distribution to clients. Review of reports includes checking data integrity, spelling and grammar, and formatting consistency across the custom reports, and effectively communicating any edits or questions with internal partners. Use clients financial and investment data to prepare various schedules and analyses for management to facilitate decision-making. Coordinate with various departments, including accounting and tax teams, to gather information needed. Assist in managing insurance policies for the clients property and casualty insurance programs. Draft letters and memos for senior members of the team as needed. Assist in the preparation of schedules and documents for client foundations. Track donation activity, interface with grantee organizations, and prepare quarterly investment performance reports. Client Support Assist in providing banking services, including credit card applications and other banking needs. Assist with providing hands-on transactional support for clients real estate and other significant transactions by working through established relationships with bankers, realtors, attorneys, escrow officers, mortgage brokers, insurance brokers, and contractors; review various contracts, agreements, and leases. Assist clients with establishing utility and other accounts with various third-party service vendors. Assist with arranging background checks for clients potential domestic employees, and establishing payroll and medical/dental insurance coverage. Monitor client credit reports for unusual activity and follow up on such items promptly. Assist with other projects and tasks as requested. Organization and Record-Keeping Utilize Salesforce to manage and maintain client information. Develop and document policies and procedures for handling client requests. Organize outstanding to-do items and provide senior team members with regular updates. KEY PROFICIENCIES Knowledge or exposure to core financial concepts

including but not limited to cash flow management, investing, financial statements, estate and gift planning, trust structuring, tax strategies, and retirement planning. Ability to read, analyze, and interpret financial reports and legal documents. Technical skills

fluency with the MS Office Suite, including strong MS Excel skills. Experience with Salesforce or other contact management (CRM) tools is a plus. Highly organized/Attention to detail

ability to solve complex problems, triage competing priorities, and carry out assigned responsibilities in an organized manner. Exhibit skills to adapt well to a complex, demanding, and evolving work environment. Self-starter and deadline-driven

ability to understand and follow procedures, and work in a complex, demanding, and fast-paced work environment. Exhibit good judgment and ability to work effectively under pressure and under tight time constraints. Effective communicator

exhibit strong people skills evidenced in both verbal and written communications, as well as excellent listening skills. Comfort with and strong inclination to reach out and follow up on inquiries with internal and external contacts, as well as respond promptly to inquiries from others within the department and externally. Drive efficient processes

inclination towards process improvement, controls, and standardization of processes. Ability to use judgment to consistently look for ways to improve processes, and confidence to provide recommendations for improvement. WHO YOU WILL WORK WITH You will join the Client Services team which is made up of 15+ members. They are further organized into smaller sub-teams supporting different family lines. Their mission is to deliver clients a best-in-class, holistic client services offering, which aligns with the clients needs and goals. They strive to ensure that their clients are aware and are able to take advantage of their breadth of offerings. This team is client-facing and the main point of contact for the clients. The team is fast-paced, high-functioning, and highly collaborative. They are looking for a like-minded candidate who is able to clearly communicate and execute on the vision. The work they do requires them to work under pressure and provide a high-quality work product. You will be responsible for assisting senior team members with recurring and one-off projects and improving operational efficiencies. On the Client Services team, you will be part of a group that will invest in your professional development. They are a tight-knit team that believes in taking the time to train and coach so that you can continue to grow. This is a role where you can hone your technical skills, build long-term relationships, and develop your leadership style. COMPENSATION & BENEFITS This is a full-time, exempt position. Our client offers highly competitive compensation packages, commensurate with related work experience and education. Our client also offers excellent benefits for eligible employees available on the date of hire. Current benefits include but are not limited to: Medical (PPO, HMO, and HDHPs); Dental and vision coverage; 401(k) with a 5% employer match plus an annual employer contribution; Life insurance and disability insurance; HSA contribution when enrolled in HDHP; Flexible Savings Account (FSA); Dependent care account; Transit/parking assistance; Flexible time off/vacation (no caps); Paid medical leave; 20 weeks of paid parental leave; A generous childcare stipend for qualified families; Infertility benefit; An employee assistance program (EAP) including access to financial advice, mental health services, health advocacy services, and ongoing education assistance. In support of the organizations core values, they also offer paid time off to volunteer for nonprofit organizations as well as direct grants and matching grants for employee contributions to tax-exempt organizations. ADDITIONAL INFORMATION Employees must be available to work in person, Tuesday Thursday, in the Washington DC office.

#J-18808-Ljbffr