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Client Analyst Jobs in Illinois (NOW HIRING)

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$35K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$34K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$34K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Altair Advisers

Client Operations Analyst

Chicago, IL · On-site

$68K - $77K/yr

The Client Operations Analyst is part of the Client Operations team, a group whose purpose is to carry out various investment-related tasks assigned by the firm's consultants. The Analyst will work ...

Hackajob

Client Service Analyst

Chicago, IL · On-site

Client Service Analyst Join JPMorganChase's Trade & Working Capital Client Service group and make an impact by supporting a global client base with unique, complex service needs. You'll develop ...

Gallagher

Client Financial Analyst

Rolling Meadows, IL · On-site

How you'll make an impact We are looking for a Client Financial Analyst/Paraplanner to join our Gallagher Benefit Services Financial Planning team! This role: * Performs financial analysis on behalf ...

Experian

Client Support Analyst

Schaumburg, IL · Remote

The Client Support Analyst (CSA) is a client-facing, multi-functional role responsible for supporting one of Experian's highest-profile partners during time-sensitive and compliance-critical year-end ...

Experian

Client Support Analyst

Schaumburg, IL · Remote

The Client Support Analyst (CSA) is a client-facing, multi-functional role responsible for supporting one of Experian's highest-profile partners during time-sensitive and compliance-critical year-end ...

Experian

Client Support Analyst

Schaumburg, IL · On-site +1

$80K - $139K/yr

The Client Support Analyst (CSA) is a client-facing, multi-functional role responsible for supporting one of Experian's highest-profile partners during time-sensitive and compliance-critical year-end ...

J.P. Morgan

Client Service Analyst

Chicago, IL

As a Client Service Analyst within the Trade & Working Capital Client Service group, you will provide day-to-day service and relationship management support to a portfolio of Supply Chain Finance ...

Aon

Health Analytics Product Analyst

Chicago, IL · On-site

Lead analyst for advanced analytics client projects, pilot projects, and initiatives. * Ensure high-quality and timely delivery that exceeds client expectations. * Serve as an advanced analytics ...

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Showing results 21-40

All JobsClient Analyst JobsClient Analyst Jobs in Illinois

Client Analyst information

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$16

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$38

How much do client analyst jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client analyst in Illinois is $24.81, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $27.93 per hour, depending on experience, location, and employer.

What is a client analyst?

Client Analysts are professionals who gather, analyze, and interpret data to help companies understand their clients' needs, behaviors, and preferences. They often serve as a bridge between clients and internal teams, ensuring that services and solutions are tailored effectively. Their work typically involves data analysis, reporting, and providing actionable insights to improve client satisfaction and business outcomes. Client Analysts may work in various industries, including finance, consulting, and technology.

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

To thrive as a Client Analyst, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field, often supported by a bachelor's degree. Proficiency with data analysis tools such as Excel, CRM systems, and business intelligence software is typically required. Excellent communication, problem-solving, and relationship-building skills help you understand client needs and deliver actionable insights. These skills are important to accurately interpret client data, build trust, and drive successful business outcomes.

What are some common challenges faced by client analysts when balancing multiple client accounts?

Client Analysts often manage several client accounts simultaneously, which requires strong organizational and time management skills. A common challenge is prioritizing tasks to meet tight deadlines while ensuring each client receives high-quality analysis and support. Effective communication and proactive updates help in managing client expectations and building trust. Utilizing workflow management tools and collaborating closely with team members can also alleviate workload pressure and improve efficiency.

What is the difference between Client Analyst vs Customer Service Representative?

AspectClient AnalystCustomer Service Representative
Required CredentialsBachelor's degree in business, finance, or related field; analytical skillsHigh school diploma or equivalent; communication skills
Work EnvironmentOffice setting, client meetings, data analysisCall centers, retail, customer support centers
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, service industries
Common Search & ComparisonOften compared for client management and data analysis rolesCompared for customer interaction and support roles

The main difference is that a Client Analyst focuses on analyzing client data, managing relationships, and providing strategic insights, often requiring analytical skills and industry knowledge. In contrast, a Customer Service Representative primarily handles customer inquiries, provides support, and maintains customer satisfaction. Both roles are essential in client-facing industries but serve different functions and require different skill sets.

Do client analysts make a lot of money?

Client analysts typically earn a competitive salary that varies based on experience, location, and industry. Entry-level positions may start lower, while experienced analysts with specialized skills or certifications can earn higher salaries, often supplemented with bonuses or benefits. Overall, the role offers a solid income potential within the finance, consulting, or customer service sectors.

How much do client analysts make?

In general, client analysts in major markets like New York City earn an average salary ranging from $60,000 to $85,000 annually, depending on experience, industry, and company size. Entry-level positions typically start around $50,000, while experienced analysts with specialized skills can earn over $100,000. Compensation may also include bonuses and benefits.

What does a client analyst do?

A client analyst is responsible for analyzing client data, understanding their needs, and providing insights to improve client relationships and satisfaction. They often use data analysis tools and communicate findings to internal teams to support business decisions. Strong analytical skills and knowledge of customer management are essential for this role.

What are popular job titles related to Client Analyst jobs in Illinois?

For Client Analyst jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Client Analyst jobs in Illinois look for?

The top searched job categories for Client Analyst jobs in Illinois are:

What are popular job titles related to Client Analyst jobs in IL?

For Client Analyst jobs in IL, the most frequently searched job titles are:

Client Analyst jobs near you
Infographic showing various Client Analyst job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 8% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $51,599 per year, or $24.8 per hour.

Client Relationship Analyst

Morgan Stanley

Chicago, IL • On-site

$35K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

Job description

POSITION SUMMARY
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
  • Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist Fas / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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