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Client Analyst Jobs in Ohio (NOW HIRING)

Clarendon

Client Success Coordinator

Cleveland, OH · On-site

$17.75 - $23.75/hr

Analyze property portfolios and market conditions for strategic positioning * Research competitive ... Analyze client interaction patterns and conversion rate optimization opportunities * Research ...

ImagineX Consulting

Client Delivery Leader

Columbus, OH · On-site

Build comprehensive dashboard reporting and margin analysis tools to provide clear visibility to ... Demonstrated success in doubling client partnerships (100% YoY growth) and managing massive multi ...

ImagineX Consulting

Client Delivery Leader

Columbus, OH · On-site

Build comprehensive dashboard reporting and margin analysis tools to provide clear visibility to ... Demonstrated success in doubling client partnerships (100% YoY growth) and managing massive multi ...

US Bank

PMI Client Executive

Cincinnati, OH · On-site

$73K - $99K/yr

The Client Executive is responsible for delivering exceptional, differentiated client experience ... analytical skills - Advanced knowledge of project management - Ability to identify and resolve ...

TEPHRA

Utilities Client Partner

Columbus, OH · On-site

Description: The Senior Client Partner - Utilities NA is a strategic leader responsible for ... analytics platforms. * Familiarity with cloud migration, cybersecurity, and ESG initiatives.

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Client Analyst information

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$16

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How much do client analyst jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client analyst in Ohio is $24.34, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $27.40 per hour, depending on experience, location, and employer.

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.

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 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 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.

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 wages, 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?

Client analysts in New York City typically earn an average salary ranging from $60,000 to $85,000 annually, depending on experience, education, and industry. Entry-level positions may start lower, while experienced analysts with certifications like CFA or CPA can earn higher salaries, often supplemented with bonuses and benefits.
What are popular job titles related to Client Analyst jobs in Ohio? For Client Analyst jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Client Analyst jobs in Ohio look for? The top searched job categories for Client Analyst jobs in Ohio are:
What cities in Ohio are hiring for Client Analyst jobs? Cities in Ohio with the most Client Analyst job openings:
What are popular job titles related to Client Analyst jobs in OH? For Client Analyst jobs in OH, the most frequently searched job titles are:
Client Analyst jobs near you
Infographic showing various Client Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, and 5% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $50,623 per year, or $24.3 per hour.

Private Client Group Operations Analyst

Western & Southern Financial Group

Cincinnati, OH • On-site

Full-time

Re-posted 12 days ago

Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

48th of 303 rated insurance

Job description

Overview
Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations Lead on all operational and project efforts, including the evaluation and implementation of new technology, creating of new reporting and other efforts related to the client experience.
Responsibilities
What you will do:
  • Maintains firm-wide strategy and effective utilization of all PCG technology, including Orion and the firm's CRM solution.
  • Supports PCG Operations Lead in owing custodial relationships, understands the work flow within the custodial environment and how that complements Fort Washington's client experience and reporting.
  • Partners with PCG Operations Lead and PCG team to enhance/build workflows and drive efficiencies, including all Operational Excellence efforts.
  • Plays active role by owning significant portions of system implementations and ongoing evaluation of technology ecosystem.
  • Assists with the ongoing development of PCG statements, including custodial offerings.
  • Possesses understanding of all Fort Washington operational workflows within the PCG business line.
  • Advocates for the client experience within Operations throughout all production processes and projects.
  • Plays lead role in ensuring the daily, monthly and quarterly reconciliation data is accurate and complete.
  • Owns all performance tasks, including the triage of issues caught by Orion and/or the Fort Washington reconciliation processes.
  • Leads all internal and external reporting production, including quarterly statement generation, creation of executive summaries and any ad-hoc needs.
  • Manages quarterly fee billing processes.
  • Compiles monthly and quarterly assets under management (AUM) reporting.
  • Coordinates all PCG audits and plays a lead role in obtaining necessary information. Audits could include the Surprise Audit, Form CRS, SEC examinations and/or others.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • Bachelor's Degree In finance or business administration. - Required
  • Demonstrated experience in Operational Excellence or Process Improvement initiatives. - Required
  • Proven experience handling confidential information and correspondence. - Required
  • Must have experience working with Portfolio Management, CRM and other related systems. - Required
  • Proven knowledge of private/wealth management clients and processes. -
  • Demonstrated ability to present information to multiple levels within an organization. -
  • Demonstrated ability to organize and prioritize tasks independently. -
  • Proven excellent analytical ability and numerical skills. -
  • Demonstrated ability to independently solve problems. -
  • Proven excellent oral and written communication skills. -
  • Demonstrated ability to think both tactically and strategically. -
  • Demonstrated understanding of performance measurement and the Global Investment Performance Standards (GIPS) preferred. -
  • Demonstrated strong attention to detail. -
  • Advanced knowledge of Microsoft Office. -
  • Demonstrated technical aptitude with the ability to quickly learn and understand new technology. -
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • None

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