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Business Analyst Private Client Services

Dallas,TX

1765 Business Analyst Private Client Services jobs in Dallas,TX

Featured Opportunity
CHRISTUS Health Logo

CHRISTUS Health - Farmers Branch, TX

Software Applications Analyst
Onsite
New, Posted 19 hours ago
Recommended
Business Systems Analyst Senior - IM Project Management Office

CHRISTUS Health

Irving, TX 75039

~ 22 min OnsiteUrgently Hiring

8AM - 5PM Monday-Friday
Full Time
Bachelor's Degree in Computer Science, Information Systems, or related field * An equivalent combination of education and relevant experience may be considered, with four (4) years of additional relevant experience substituting for a bachelor's degree
3 - 4 years of experience in implementing workflow solutions and project management.
Knowledge of ServiceNow and other project and process management systems
Intermediate knowledge with database query tools such as MS Access or SQL
Knowledge of project management methodologies
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International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Garland, TX 75040

~ 26 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

This role offers uncapped performance-based compensation
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
CFA Level 1 or above
2+ years experience working in financial services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Bachelor's degree
New, Posted 1 day ago
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Software Applications Analyst

CHRISTUS Health

Carrollton, TX 75007

~ 27 min OnsiteUrgently Hiring

5 Days - 8 Hours
Full Time
Proficient in Microsoft applications including Word, Excel, and PowerPoint
5-7 years of experience within supported healthcare, business, or information systems
Must be proficient in the assigned Epic module or certified upon employment date.
Certifications or Proficiencies must stay current by maintaining new version training.
Associates or Bachelor's degree preferred with a focus in healthcare, business, or information systems.
Supervisory experience preferred
Preferred 2+ years project management experience or equivalent
Associated certifications on area of focus, preferred
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International Private Client Adviser (US Based) - Canadian Clients

Fisher Investments

Arlington, TX 76019

~ 36 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

This role offers uncapped performance-based compensation
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
CFA Level 1 or above
2+ years experience working in financial services
CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
Bachelor's degree
Recommended
Mid-Level Fraud Strategy Analyst

USAA

Plano, TX 75025

RemoteHealth InsurancePaid Time OffRetirement Benefit

The salary range for this position is: $85,040 - $162,550**.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
Career path planning and continuing education assists employees with their professional goals.
Bachelor's degree; OR 4 years of relevant education and/or experience.
4 years of experience in Fraud supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions.
Previous experience gathering business requirements and applying business rules to recommend technology solutions.
Demonstrated experience use and knowledge of fraud strategy rules to reduce or mitigate loss and fraud exposures.
Experienced utilization of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z.
If at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
US military experience gained through military service or gained as a military spouse / domestic partner
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Tax Office Professional

Intuit

Irving, TX 75061

~ 22 min OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

This position will be eligible for a cash bonus, equity rewards
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O; Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including a free copy of TurboTax
Ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support
Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
Must be willing to wear a TurboTax uniform
Must be willing to work in a front facing retail environment
Must reside within the United States.
Proficient with technology, including tax preparation software and CRM/sales tools.
Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
Bilingual (English/Spanish) communication skills are a plus
New, Posted 2 hours ago
Recommended
Associate Portfolio Manager / Research Analyst

Level Four Group

Dallas, TX 75217

Flexible Schedule
New, Posted 1 day ago
Lead Cyber Intelligence Analyst

McKesson

Irving, TX 75039

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Advertising Operations Specialist

Spectrum

Dallas, TX 75240

Onsite

Comprehensive pay and benefits package
Proficiency in Microsoft Office, especially Excel, Word and Outlook
Understanding of general ad sales order entry practices
Skilled in reading, analyzing and interpreting business periodicals, journals, technical procedures and regulations
Proficient in writing reports, business correspondence and procedure manuals
Bachelor's degree or equivalent work and/or education experience
Experience working in an office environment highly preferred
Experience in Media a plus
Familiarity with traffic systems and sales automation software a plus

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New, Posted 1 day ago
Recommended
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Analyst/Sr Analyst, Marketing and Communications

American Airlines

Fort Worth, TX 76101

~ 44 min OnsiteHealth InsuranceRetirement Benefit

Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
Wellness Programs: We want you to be the best version of yourself – that's why our wellness programs provide you with all the right tools, resources and support you need.
401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
Bachelor's degree or equivalent experience/training
3 years of marketing/communications experience
Knowledge of the airline industry, Global Sales & Distribution channels, B2B consumer behavior, modern customer engagement, and marketing techniques
Ability to work in a fast-paced environment that requires high-level of collaboration across departments
Experience in the airline industry, field sales, loyalty programs, creative production, B2B/ B2B2C marketing
Experience with marketing analytics, and tracking channel/mktg performance
Experience in activating lead generation and acquisition marketing campaigns
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