7,275 Client Analyst jobs in the United States

Salary: $60K-$75K Depends on experience

Position Summary

The Client Analyst is a role that supports the entire Employee Benefits Account Management team to execute the strategic deliverables for the company’s brokers/clients. The position is responsible for monitoring all tasks and deliverables and maintaining all project plans for assigned tasks. This position works with internal teams as well as outside partners as necessary and is a part of the company’s account management team.

Job Responsibilities:

• Interfaces with entire account management team to support client service and renewal efforts
• Accesses database to create reports on a regularly scheduled basis.
• Audits data as requested
• Follow up with carriers regarding reporting requests and/or questions
• Maintain proper filing and documentation processes
• Responsible for following role specific CRM workflows including proper document management
• Foster and maintain effective communication amongst the entire team. Share information / Ask questions / Seek clarity
• Attend department meetings to keep current on the activities of sales and service
• Perform other duties and projects as may be required
• Escalate issues to the appropriate resources to resolve issues.
• Oversee the maintenance of current and historical plans, process maps, rates, plan documents and other pertinent client information in Salesforce to maintain the integrity and accuracy of the system.
• Complete and provide scheduled reporting tasks (monthly, quarterly, semi-annually)
• Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.

Essential Requirements for Education and/or Experience:

• Bachelor’s Degree
• 1-3 years’ experience in a consulting, brokerage, or insurance company environment
• PA Life, Accident & Health Insurance license (or able to acquire within 90 days)
• Self-Funded benefits experience preferred

Specialized Knowledge/Beneficial Skills and Experience:

• Excellent customer service skills with a high level of customer focus, motivation and follow through
• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
• Works equally well autonomously or as part of a team
• Resourceful and inquisitive
• Excellent written and oral communication
• Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)
• Strong analytical skills and the ability to pay attention to details

Job Summary

As a Program Analyst within our Client Service and Business Platform, you will gain foundational knowledge of our client onboarding process. You will also rotate to our Business Management team to understand strategy, reporting, and business priorities. Your rotation will further extend to our Sales team, where you will learn how to work with clients across various distribution channels, such as Institutional Clients. In collaboration with our senior business leaders, you will develop strategies that cater to our clients' needs. You will also work with teams that manage and distribute investment solutions across asset classes for institutions and financial intermediaries.

Job Responsibilities

• Assist with client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm
• Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research and assist in strategic planning to help clients meet their investment objectives
• Develop relationships with clients including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors
• Learn about asset allocation strategies and identifying investment capabilities across traditional and alternative strategies to meet our clients' investment objectives

Required qualifications, capabilities and skills

• Excellent communication and presentation skills
• Strong quantitative skills and a passion for investing
• Exceptional organizational skills and ability to multitask
• Strong initiative, energy and confidence
• Genuine interest in financial markets, investing and macro-level economics
• Good judgment and discretion working with highly confidential information

• Background in financial accounting, financial analysis or mathematics a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
NY $100,000.00 - $110,000.00 / year

We are looking for an eager and motivated delivery analyst to join our Client Delivery team. At Hive, our Client Delivery team is responsible for commercial delivery of all the groundbreaking technology we have built. As a Client Delivery Analyst, you will be responsible for consistently delivering and executing projects within our Hive Data platform. Day to day, you will be managing multiple projects at a time by analyzing priorities, metrics, and deliverables. Our ideal candidate is interested in learning the ins and outs of a fast growing startup, as they will play an essential part in the business lifecycle. You will also have the opportunity to work in a collaborative and close knit team. This is a great opportunity to see how a high growth startup functions in action.

• Create, set up, and audit projects on our Hive Data platform to execute and deliver client engagements
• Own and execute projects for Hive Data clients by creatively brainstorming ways in which our solutions address client needs and challenges
• Ensure client jobs are running smoothly by managing timelines, identifying points of challenges, and addressing and updating projects accordingly
• Collaborate with sales and business development teams at the start of each project to understand scope and client requirements
• Collaborate with engineers in order to set up optimal pipelines and efficiently audit projects
• Maintain awareness of industry best practices for data maintenance handling as it relates to your role
• Adhere to policies, guidelines and procedures pertaining to the protection of information assets
• Report actual or suspected security and/or policy violations/breaches to an appropriate authority

• Bachelor's degree
• 0-2 years of work experience
• You are highly organized and detail-oriented; you handle multiple priorities without missing a beat
• You have excellent written and verbal communications skills with an analytical mindset
• You have demonstrated success in a competitive environment
• You are highly self-motivated and ambitious in achieving goals
• You are a strong team player, but can work and execute independently
• You are driven and actively seek opportunities to contribute -- no one needs to push you to excel

We are a group of ambitious individuals who are passionate about creating a revolutionary AI company. At Hive, you will have a steep learning curve and an opportunity to contribute to one of the fastest growing AI start-ups in San Francisco. The work you do here will have a noticeable and direct impact on the development of the company.

Thank you for your interest in Hive and we hope to meet you soon!

The current expected base salary for this position ranges from $60,000 - $85,000. Actual compensation may vary depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Base pay is one part of the total compensation package that is provided to compensate and recognize employees for their work; stock options may be offered in addition to the range provided here.

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visa's network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients.

What we expect, day to day.

The Analyst will be responsible for supporting the delivery of projects and solutions with Financial Institutions, Issuers, Merchants, etc. This person will collaborate on challenging projects, provide analysis and initiatives, proactively seek existing opportunities, thereby ensuring that Visa Consulting & Analytics is the preferred advisory partner.

Typical projects may include:

• How does a financial institution increase market share in consumer credit cards?

• How should a credit card issuer use emerging technology to acquire the best customers?

• How does a financial institution grow their credit card portfolio while mitigating credit risk?

• How does a financial institution optimize their product offering?

• How should a credit card issuer use digital and emerging technology to acquire and retain the best customers?

Specific Responsibilities include:

• Support a team of experienced professionals in delivering strategic consulting services to key Visa clients.

• Complete detailed analysis on client data and identify preliminary trends and themes in the data with some guidance.

• Conduct market research and data analysis to identify insights in the payment industry.

• Support the development of client-specific presentations by adapting templates for unique client scenarios and needs.

• Support senior consultants in developing and delivering high-quality advisory solutions to clients, such as business strategy, product development & pricing, customer segmentation and customer experience improvement.

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Basic Qualifications

• 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)

Preferred Qualifications

• 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
• Experience in payments or financial institutionconsulting
• Experience working with financial indicators to measure business performance
• Strong analytical skills, with demonstrated intellectual and analytical rigor
• Self-motivated, results oriented individual with the ability to handle numerous projects concurrently
• Skilled at using presentation, data visualization, and pyramid-principle storytelling to help clients make the best, fact-based decisions for their business
• Excellent communication and project management skills
• Technology mindset, curious, up-to-date with digital trends and applications

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 89,900 to 149,550 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

• Monitor client inventory in Machinify and client systems.
• Perform requirements gathering to problem solve for client issues arising in Operations' day-to-day activities and implement appropriate processes to monitor resolution by utilizing the Client Action Log and Jira ticketing system.
• Enter, track, and follow up on tickets to ensure timely resolution for client production issues.
• Support internal Operations teams through regularly scheduled team meetings to determine appropriate process is handling changing needs including rule changes, process flow modifications, escalations.
• Support the client invoicing and/or reconciliation processes.
• Generate and transmit client reporting as required.
• Communicate and discuss larger issues with IT and Operations teams, continuing to act as liaison between teams until issues fully resolved.
• Attend external working client meetings with leadership teams and communicate pertinent information to appropriate internal teams, acting as a support system to client teams.
• Set up new users for clients in Machinify's systems.
• Maintain system access requirements for client systems to perform inventory management work as necessary.
• Perform QA and UAT efforts as necessary.
• Other duties as assigned.

• 2+ years' experience in data production preferred; and health industry knowledge and experience a strong plus.
• Proven experience with business and technical requirements analysis, elicitation, modeling, verification, and methodology development
• Experience managing multiple clients/projects in a team environment
• Experience independently structuring and executing complex analyses

• Health Plan experience
• Payment Integrity experience
• If you have worked operationally in a health plan over a provider
• PMP certification

• PTO, Paid Holidays, and Volunteer Days
• Eligibility for health, vision and dental coverage, 401(k) plan participation with company match, and flexible spending accounts
• Tuition Reimbursement
• Eligibility for company-paid benefits including life insurance, short-term disability, and parental leave.
• Remote and hybrid work options

• Ask why
• Think big
• Be humble
• Optimize for customer impact
• Deliver results

Who We Are

Machinify is a leading healthcare intelligence company with expertise across the payment continuum, delivering unmatched value, transparency, and efficiency to health plan clients across the country. Deployed by over 60 health plans, including many of the top 20, and representing more than 160 million lives, Machinify brings together a fully configurable and content-rich, AI-powered platform along with best-in-class expertise. We're constantly reimagining what's possible in our industry, creating disruptively simple, powerfully clear ways to maximize financial outcomes and drive down healthcare costs.

Location: This role is full remote

About the Opportunity

At Machinify, we're constantly reimagining what's possible in our industry-creating disruptively simple, powerfully clear ways to maximize our clients' financial outcomes today and drive down healthcare costs tomorrow. As part of the Customer Success Team , you will, as a Client Delivery Analyst , be responsible for facilitating the work product between Machinify and our clients across Complex Payment Solutions . This person will understand internal and client processes, handle internal and external client requirements gathering, analysis, solution documentation, integration and delivery validation. This person will recommend best practice solutions and processes, prepare documentation, monitor inventory, and support workflow and process management for clients as well as colleagues across the Machinify Platforms.

What you'll do

• Monitor client inventory in Machinify and client systems.
• Perform requirements gathering to problem solve for client issues arising in Operations' day-to-day activities and implement appropriate processes to monitor resolution by utilizing the Client Action Log and Jira ticketing system.
• Enter, track, and follow up on tickets to ensure timely resolution for client production issues.
• Support internal Operations teams through regularly scheduled team meetings to determine appropriate process is handling changing needs including rule changes, process flow modifications, escalations.
• Support the client invoicing and/or reconciliation processes.
• Generate and transmit client reporting as required.
• Communicate and discuss larger issues with IT and Operations teams, continuing to act as liaison between teams until issues fully resolved.
• Attend external working client meetings with leadership teams and communicate pertinent information to appropriate internal teams, acting as a support system to client teams.
• Set up new users for clients in Machinify's systems.
• Maintain system access requirements for client systems to perform inventory management work as necessary.
• Perform QA and UAT efforts as necessary.
• Other duties as assigned.

• 2+ years' experience in data production preferred; and health industry knowledge and experience a strong plus.
• Proven experience with business and technical requirements analysis, elicitation, modeling, verification, and methodology development
• Experience managing multiple clients/projects in a team environment
• Experience independently structuring and executing complex analyses

What will make you stand out

• Health Plan experience
• Payment Integrity experience
• If you have worked operationally in a health plan over a provider
• PMP certification

What Success Looks Like.

After 3 months

You will have a strong understanding of the role.

You begin building relationships and collaborating with peers.

You develop effective time and priorities management.

You receive initial feedback about your performance and are using it to improve.

You've gained confidence in your abilities and are starting to feel more comfortable in your role.

After 1 year

You have mastered the tasks and responsibilities of the position, executing them with confidence and efficiency.

You have established a strong network of internal relationships and are recognized as a key collaborator.

You've been entrusted with greater responsibility indicating the company's confidence in your abilities.

You see opportunities for career progression and personal development.

Pay range : 70,000- 90,000 USD; role is eligible for Annual Performance Bonus

This is an exempt position. The salary range is for Base Salary.Compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location.

What's in it for you

• PTO, Paid Holidays, and Volunteer Days
• Eligibility for health, vision and dental coverage, 401(k) plan participation with company match, and flexible spending accounts
• Tuition Reimbursement
• Eligibility for company-paid benefits including life insurance, short-term disability, and parental leave.
• Remote and hybrid work options

What values we'll share with you

• Ask why
• Think big
• Be humble
• Optimize for customer impact
• Deliver results

At Machinify, we're reimagining a simpler way forward. This begins with our employees. We are innovators who value integrity, teamwork, accuracy, and flexibility. We do the right thing, and we listen to the needs of our clients and their members. As tenured experts with unmatched experience, we champion diverse perspectives that help us to better understand and serve our clients.

Our values come to life through our culture. We embrace flexible working arrangements that allow our employees to bring innovation to life in the way that best suits their productivity. We work cross-functionally, abandoning silos, to bring innovative and accurate solutions to market. We invest in each other through ongoing education and team celebrations, and we give back to our communities through dedicating days for volunteering. Together, Machinify is making healthcare work better for everyone, and we're passionate about a future with better outcomes for all.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. Machinify is an employment at will employer. We participate in E-Verify as required by applicable law. In accordance with applicable state laws, we do not inquire about salary history during the recruitment process. If you require a reasonable accommodation to complete any part of the application or recruitment process, please contact our People Operations team at address See our Candidate Privacy Notice at:

#LI-VPM

#INDHP

As a Client Support Analyst, youll serve as the first point of contact for our clientsdelivering efficient, professional, and solution-oriented support. From high-volume phone/email communication to coordinating hybrid legal proceedings and assisti Support Analyst, Client Support, Analyst, Support, Staffing, Business Services, Client