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Clients Operations Analyst Jobs

2,491 active opportunities · Updated for October 2026

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Explore current clients operations analyst jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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Citi
📍 St Charles Illinois United States
14 days ago

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous re

artificial intelligenceaicustomer service
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Onbe
📍 Boston• Full-time• $159.5K – $178.5K/yr
17 days ago

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: Onbe seeks an impactful Sales Executive Senior Director to establish new, high potential partnerships with channel partners in the financial services space. Leveraging our global reach and proprietary technology, this role will help establish partnerships and partner models that deliver scaled distribution to Onbe and value to our partners in their efforts to retain, grow and expand their customer base. Our solutions focus on payments to consumers, workforces, and service providers, including refunds, rewards, and payroll delivered digitally and physically. The ideal candidate will possess deep industry knowledge, excel in relationship building, strategic thinking, and negotiation. Key responsibilities include identifying high fit/high potential new partners, leading deal teams, navigating complex negotiations, defining partnership priorities and key KPIs, and launching the relationship to maximize value for both parties. Reporting to senior leadership, the candidate will ensure alignment with organizational priorities and drive mutual growth. This position is remote, but it's essential that candidates reside within 30 miles of the Metro Boston area. The role may occasionally require in-person meetups and travel. Responsibilities: Develop a target list of high fit/high potential new partnerships; manage a diverse pipeline and secure new partners in support of Onbe’s channel distribution strategy. Establish relationships with multiple partner stakeholders; build trust and uncover organizational priorities, operating structures and decision-making criteria. Assemble and lead deal te

O
Onbe
📍 Atlanta• Full-time• $159.5K – $178.5K/yr
17 days ago

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: Onbe seeks an impactful Sales Executive Senior Director to establish new, high potential partnerships with channel partners in the financial services space. Leveraging our global reach and proprietary technology, this role will help establish partnerships and partner models that deliver scaled distribution to Onbe and value to our partners in their efforts to retain, grow and expand their customer base. Our solutions focus on payments to consumers, workforces, and service providers, including refunds, rewards, and payroll delivered digitally and physically. The ideal candidate will possess deep industry knowledge, excel in relationship building, strategic thinking, and negotiation. Key responsibilities include identifying high fit/high potential new partners, leading deal teams, navigating complex negotiations, defining partnership priorities and key KPIs, and launching the relationship to maximize value for both parties. Reporting to senior leadership, the candidate will ensure alignment with organizational priorities and drive mutual growth. This position is remote, but it's essential that candidates reside within 30 miles of the Metro Atlanta area. The role may occasionally require in-person meetups and travel. Responsibilities: Develop a target list of high fit/high potential new partnerships; manage a diverse pipeline and secure new partners in support of Onbe’s channel distribution strategy. Establish relationships with multiple partner stakeholders; build trust and uncover organizational priorities, operating structures and decision-making criteria. Assemble and lead deal t

C
17 days ago

Are you interested in working directly for a single sponsor while having the security and additional career opportunities that working for a global CRO can bring? Our team says it’s the best of both worlds…. ClinChoice is searching for an Area/Local Safety Officer Consultant for 12 months Contract with possibility of extension to join one of our clients. The Area Safety Officer is responsible for ensuring that the local operating company (LOC) Safety activities related to all products are managed in compliance with local regulations and company policies/procedures at a local, regional, and global levels and in accordance with any product vigilance agreements with third party business partners . ClinChoice is a global full-service CRO with a strong focus on quality, professional development, and supportive culture. As a client-facing role, we are looking for confident candidates with the ability to work independently whilst establishing a high-trust environment with the client’s counterparts. Main Job Tasks and Responsibilities: Safety and PV System Management Perform the quality check of the PV cases and ensure that the English translation has been properly performed. Keep up to date a local tracker of the individual safety reports. Be the subject matter expert at local level on the case management activities. Closely follow the respect of the regulatory timelines of the submission of the safety reports to the local health authorities and communicate any potential delay to the appropriate teams. Establish and maintain local indicators on the compliance of the safety reports submission. Oversee the training of the local employees and the business partners. Maintain KPI and present them during regular team meetings. Perform regulatory monitoring for impact on vigilance activities and responsibilities. Perform reconciliation with other departments (distributors, third parties, vendors, and internal stakeholders). Maintain overs

restaigo
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Eve
📍 San Mateo• Full-time
17 days ago

About Eve Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how law is practiced, this is where you belong. Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. What You'll Do: Own and deliver outsized results in a core product area or new 0→1 bet - Take full ownership of a major product surface or a new product initiative. You will drive adoption, retention, and expansion through exceptional execution, customer understanding, and high-quality product decisions. Help install scalable product practices - Implement lightweight, stage-appropriate product processes—bet reviews, PR/FAQs, design critiques—that make the team faster, sharper, and more aligned. Serve as a force multiplier for Product, Design, and Engineering - Raise the quality bar across the organization by modeling strong taste, sharp execution, and high standards. Empower designers and engineers to operate with ownership and cl

awsairust
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Eve
📍 San Mateo• Full-time• From $285K/yr
17 days ago

About Eve Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how law is practiced, this is where you belong. Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. What You'll Do: Build and provide guidance to the People function by overseeing talent acquisition, career development, succession planning, retention, training, leadership development, compensation and benefits globally Function as a strategic business advisor to executive and senior management regarding key organizational and management issues Develop and implement comprehensive People strategy that effectively communicates and supports the company’s mission and strategic vision that is scalable domestically and globally Lead performance management from strategy through execution Develop career frameworks, leveling guides, and manager enablement programs aligned with company goals Partner with leadership on compensation ph

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Eve
📍 San Mateo• Full-time• From $227.5K/yr
17 days ago

About Eve Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how law is practiced, this is where you belong. Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. About the role 1,200+ law firms already run their practice on Eve. This role is about helping firms find and grow into the parts of Eve that matter most to them. You'll own growth and monetization design: trial-to-paid, usage-based pricing, upgrade moments. It's a role that sits close to the business side of the product, where design decisions directly shape revenue. We move fast, but never at the cost of building the wrong thing. We're high-autonomy and team-first — people who take initiative on their own, but still lean on the team, tend to do well here. What you'll do Shape how Eve's AI features get priced and packaged: usage tiers, seat/case limits, credits, premium features. Own growth design end to end: trial-to-pa

awsairust
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Eve
📍 San Mateo• Full-time• From $227.5K/yr
17 days ago

About Eve Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how law is practiced, this is where you belong. Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast. Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. About the role: Design at Eve is at an inflection point. We've shipped a product that 1,000+ law firms use every day — and we're now building the design team to match our ambition.You'll own complex product surfaces end to end, partner closely with product and engineering to shape direction, and help raise the bar for how design works across the org. We're a team-first group and co-create together. Design at Eve is AI-first. The workflow moves from LLM to code prototype to Figma/the tool of your choice. We want designers who already work this way, or who are ready to make it their default What you’ll do: Own the full arc of design work. You define the problem, shape the approach, push back when the framing can be better, and stay

RH
RVO Health
📍 New York• Full-time• $960K – $1.1M/yr
17 days ago

Healthcare is complex. We’re here to change that. RVO Health is a health technology company on a mission to make health easier to navigate, more accessible, and more affordable for everyone. Here, you'll help over 40 million people every month, with a team that genuinely cares about the work and each other. At A Glance The Account Planning & Success (APS) team is a vital part of our Media business. We oversee the operational planning and execution of digital ad campaigns, focusing on client satisfaction and campaign success. Our collaborative spirit drives us to partner closely with Sales, clients, and other supporting teams to ensure campaigns are planned and executed flawlessly, consistently exceeding expectations. As a Manager, Account Planning & Success, you own accurate, on-time execution across your book of business. Where You'll Be Location: New York City | Hybrid We believe great collaboration happens when we're together, solving problems, learning from each other, and connecting as a team. That's why we’re in our offices Tuesday through Thursday each week. You are welcome to work remotely Mondays and Fridays if you wish. Office address: 250 Park Ave South New York, NY 10003 What You’ll Do Campaign Management & Execution Build and revise media plans within SLA, ensuring every plan is accurate and deliverable before it reaches a client. Validate inventory feasibility before every plan goes out the door, flagging gaps early rather than after a plan is already live. Handle day-to-day changes, optimizations, and maintenance of media plans. Maintain media plans in the Order Management System for accurate invoicing and revenue booking. Process insertion order changes and ensure all stakeholders are aligned on campaign tactics and expectations. Collaborate with AdOps, Performance, and internal teams to ensure flawless execution — delivering on time, mitigating revenue risk, and meeting or exceeding KPIs. Align on client monthly billing requi

reactgitai
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THG Ingenuity
📍 Manchester, United Kingdom• Full-time
17 days ago

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. We are currently recruiting for an experienced Bartender to join us at King Street Townhouse Hotel. We are looking for a talented, passionate individual to join our team and create memorable guest experiences. You will be responsible for maintaining the highest standard of professionalism in all areas of operation and carry out all duties to our world class standards. Main Duties of the Role Able to work in all areas of Food & Beverage including Bar, Restaurant, Room Service and Conference & Events Welcome guests in a polite and friendly manner Take and deliver customer orders, consistently demonstrating high levels of customer service Follow cash handling procedures Manage guest queries in a timely and efficient manner Up-sell with latest departmental incentives Ensure compliance of brand standards Strive to achieve departmental targets Ensure cleanliness of work areas Comply with hotel security, fire regulations and all health and safety legislation Comply with local licensing laws Be environmentally aware Assist other departments wherever necessary and maintain good working relationships Requirements Able to work under pressure Previous experience and knowledge of food and beverage Great attitude towards work & colleagues Desire to learn new skills Experience working in a diverse environment Good communication skills Team-working skills Self-motivated Good people skills Benefits include: Fantastic bedroom rates for yourself and F&F 20% off dining at the hotel 50% of

awsgitrest
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Capco
📍 Poland• Full-time
18 days ago

CAPCO POLAND * We are looking for Poland based candidate. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. THE ROLE The engagement combines strong Cloud and Platform Engineering expertise with a solid understanding of Generative AI technologies and a consulting mindset. You will collaborate with architects, engineering teams and business stakeholders to define integration approaches, facilitate architectural alignment and translate technical concepts into implementable solutions. We are looking for someone comfortable operating at the intersection of solution architecture and hands-on engineering – discussing how enterprise applications and platforms should integrate, recommending appropriate technical approaches and contributing to their implementation. SCOPE OF COOPERATION Designing and implementing cloud and platform solutions based on AWS and/or Azure Building and evolving cloud infrastructure using Terraform / Infrastructure as Code Contributing to the architecture and implementation of solutions leveraging Generative AI and LLM technologies Designing integrations between cloud/AI platforms and enterprise technologies such as Grafana, Collibra, Splunk, Kubernetes, LeanIX, Envoy and LiteLLM Collaborating with client architects and engineering teams to define integration patterns, interfaces and technical solutions Facilitating architectural alignment across multiple teams and stakeholders Translating business and technical requirements into scalable solution designs Combining architectural thinking with practical, hands-on implementation Identifying technical dependencies, risks and trade-offs and communicating them clearly to stakeholders Working within an Ag

awsazurekubernetes
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O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more firm information, please visit www.osam.com ABOUT THE DEPARTMENT O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. OSAM is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advis

project management
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PE
Private Employer
📍 Lehi• Full-time• $75K – $90K/yr
1mo ago

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions. Entrata is seeking a highly motivated and experienced Account Manager to join our dynamic team. As an Account Manager, you will play a crucial role in expanding relationships with our key clients, ensuring their success with Entrata's suite of products and services. This is a quota-bearing sales role.

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. ****This role must be on site in either San Francisco, Chicago or NYC**** The Opportunity The Global Account Director is accountable for developing and implementing an account plan which will delight our clients and ensure a healthy long-term relationship. This executive leader anticipates client needs and delivers to exceed the key performance indicators within the contract and builds financial plans while striving to maximize revenue and profitability. The Account Director builds and sustains high-performing teams which not only deliver operational excellence but keep employees engaged and thriving. In conjunction with the Work Dynamics leadership team, the Account Director understands the firm's strategy and goals and can translate those into business opportunities. This is the top leadership role on the account. Primary Responsibilities: Exceeding Client Expectations Create an account plan which ensures alignment of objectives, drives results and helps to secure a future with no-bid contract renewals Drive account growth by articulating our value proposition and ensuring expansion of services provided across Integrated Facility Management (IFM), Property and Development Services (PDS), lease administration, and subtenant management Establish outstanding relationships with k

artificial intelligenceairecruitment
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DR ASHWANI KUMAR VIJ : Has been retained by a Leading FMCG company, marketing a range of Chocolate / Bean etc Products on B2B model and is committed to diversity and inclusion to Select 1 Young : Sales Manager Sales Manager will run the day-to-day sales operation for Corporate Accounts and Non Corporate Accounts India. This position will be responsible for driving sales for powder, butter, liquor/mass, chocolates etc Products in India. This includes maintaining the existing customer and recruit new customers. He/ She will be working with various stakeholders internally and externally. He/She will report directly to Director India. Key responsibilities include : Develop and nurture strong relationships with key stakeholders in the customer organization and prospective customers as he/she look to build out the customer portfolio. Develop new customers, new products, and new markets; maximize volumes, sales margins, and customer profitability. Liaise with various department locally (CS, Finance, Sustainability, Warehouse, QA, Production and R&D) with regional colleagues to ensure customer satisfaction. Conduct market research and product promotion through exhibitions and other channels. Initiate workshop to increase brand awareness of the customer. Assist with Customer Service to follow up on the delivery of goods to customers, and NR on time. Provide input to marketing and R&D about new products, competitors' new items, etc. Produce timely and accurate reports of the business activities Target market. Travel requirements : up to 60% travel required About the Candidate Profile : Bachelor or Master Degree in Business Administration, Marketing, Food Science, Food Technology or similar. 6-7+ years of experience in the food industry, flavor, or palmoil. Experience in Project Management & team leadership. Outstanding presentation skills and showing can do attitude. Experience in Sales or client interaction, negotiation and persuasive communication. Go

SAPproject managementfinance
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