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Client Account Support Analyst Jobs in Everett, MA

Fenwick & West LLP

Senior Legal Support Analyst

Boston, MA · Hybrid

$76K - $107K/yr

Exemplary client service skills, with the ability to interact with various departments, all levels ... Spending Accounts, and Wellbeing. Except as otherwise required by law, temporary employees are ...

MARS Solutions Group

CRD Support Analyst

Boston, MA · On-site

$80 - $85/wk

CRD Support Analyst Location: Boston MA (preferred), Remote possible MARS Solutions Group is ... Our client is a Global Asset Management and Investment Management firm looking for high-quality ...

Stem Xpert

TRADING SYSTEM SUPPORT ANALYST

Boston, MA · On-site

Independently manage client and business expectations and communicate their needs internally while ... Monitor error accounts, including running, covering, and documenting errors, as well as providing ...

Hype Tier

Customer Account Representative

Boston, MA · On-site

$44K - $50K/yr

You will help manage client accounts, support daily operational needs, and contribute to long-term client satisfaction. Responsibilities * Serve as a trusted point of contact for customer inquiries ...

Benchling

Product Support Analyst

Boston, MA · On-site

$73K - $90K/yr

... Account Managers, Customer Success, Professional Services, and Sales), updating internal and ... You can work through challenging client requests, set the correct expectations and provide ...

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How much do client account support analyst jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for client account support analyst in Everett, MA is $25.02, according to ZipRecruiter salary data. Most workers in this role earn between $23.03 and $23.03 per hour, depending on experience, location, and employer.

What does a client account support analyst do?

A Client Account Support Analyst is responsible for assisting clients with account-related inquiries, troubleshooting issues, and ensuring a high level of customer satisfaction. They serve as a liaison between the client and various departments within the company to resolve problems efficiently. Their duties often include managing account data, processing requests, providing product or service information, and supporting clients through phone, email, or chat. Strong communication and problem-solving skills are essential for this role. Additionally, they may help identify opportunities to improve client experience and streamline account management processes.

What are the key skills and qualifications needed to thrive as a client account support analyst, and why are they important?

To thrive as a Client Account Support Analyst, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field, often supported by a relevant degree or equivalent experience. Familiarity with CRM systems, data management tools like Excel, and ticketing platforms is typically required. Outstanding communication, problem-solving, and customer service skills help you build trust and efficiently address client concerns. These competencies are vital for ensuring client satisfaction, accurate account management, and maintaining strong business relationships.

How does a client account support analyst typically collaborate with other departments to resolve client issues?

Client Account Support Analysts frequently work cross-functionally with teams such as sales, technical support, and finance to resolve client inquiries effectively. They often act as the liaison between the client and internal departments, ensuring that client needs are communicated clearly and issues are addressed promptly. This collaboration might involve joining regular meetings, using ticketing systems to track progress, and following up with different teams to provide clients with timely updates. Strong communication and organizational skills are essential for success in this aspect of the role.

What job categories do people searching Client Account Support Analyst jobs in Everett, MA look for?

The top searched job categories for Client Account Support Analyst jobs in Everett, MA are:

What cities near Everett, MA are hiring for Client Account Support Analyst jobs?

Cities near Everett, MA with the most Client Account Support Analyst job openings:

Client Account Support Analyst jobs near you
Infographic showing various Client Account Support Analyst job openings in Everett, MA as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $52,052 per year, or $25 per hour.

Client Account Administrator

Needham, MA • On-site

FL Putnam Investment Management
See more jobs at FL Putnam Investment Managementexternal

Full-time

Posted 6 days ago

Job description

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs.The Client Account Administrator performs a variety of administrative and client service tasks to facilitate a positive and productive relationship between clients and their financial service team. The Client Account Administrator is an expert communicator and collaborator.**This role can be based in the following Massachusetts locations: Lynnfield or NeedhamEssential Functions:Understands the client's financial objectives and how FLP fits into their overall investment strategyLiaises between internal and external teams to support client and family needs during key life planning inflection pointsProvides white-glove service to clients by leading with compassion and empathy during major life eventsServes as a project manager to coordinate service across investment teams, planning teams, and custodiansDirects strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requestsOpens and closes client accounts; ensures related paperwork is completed correctly and timelyManage and execute client cash flows, asset transfers, and account maintenanceCompletes complex forms, leverages DocuSign to collect signatures, and utilizes custodian-specific tools to upload appropriate forms to custodianAccurately moves funds between accounts, maintains clear documentationResponds promptly to clients' needs, requests, and miscellaneous inquiries; completes client requestsRegularly communicates and coordinates with the client's team (legal professionals, tax professionals, etc.)Leverages other custodian specific tools to manage client accountsCoordinates satisfaction of annual RMD for affected clientsParticipates in upkeep & implementation of SalesforcePrepares for client meetings, completes ad hoc client reporting Provide coverage and additional support to general administrative tasks and marketing efforts (scanning, lobby/phone coverage, preparing print materials, managing outbound mailings)Integrates and onboards new processes where the department is a stakeholderEssential Knowledge, Skills & Experience:Completion of a bachelor's degree in business, finance, or another related field; or equivalent years of work experience One or more years of related experience preferred Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software used to conduct business operations (Salesforce, Docusign, etc.)Maintain a positive, solutions focused attitudeBe intellectually curious, respectful, and kind throughout all dimensions of the workplaceAbility to use good judgement and always keep client information confidentialDeliver consistent excellent customer service to internal and external customers, colleagues and managementCommunication SkillsUses appropriate communication toolsEffectively expresses ideas & concernsCommunicates effectively with prospects, clients, and colleaguesMaintains effective working relationshipsContributes to building positive environmentF.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.