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Client List Screening Analyst Jobs (NOW HIRING)

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Relevant experience must be in signals analysis, preferably related to communications signals (e.g ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Relevant experience must be in signals analysis, preferably related to communications signals (e.g ...

... , M&A, taxation, software implementations, and more. * Keep a regular pulse on the market as it ... Actively develop and maintain a target client list. * Manage open client opportunities from intake ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Analyze target digital network data to discover, analyze, and document malicious or unauthorized ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Analyze target digital network data to discover, analyze, and document malicious or unauthorized ...

Your Contribution; The Foreign Trade Analyst / Sr. Foreign Trade Analyst is responsible for ... sanctioned party list screening, embargo country check, product related export control ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Relevant experience must be in signals analysis (COMINT, ELINT, FISINT, and/or PROFORMA) and/or ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Relevant experience must be in signals analysis (COMINT, ELINT, FISINT, and/or PROFORMA) and/or ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Writes and publishes technical signals and payload analysis reports. Diagnoses and processes bit ...

Synergy ECP has earned a client list that includes numerous Fortune 100 companies, in addition to ... Writes and publishes technical signals and payload analysis reports. Diagnoses and processes bit ...

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Client List Screening Analyst information

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$32K

$84.2K

$133.5K

How much do client list screening analyst jobs pay per year?

As of Jul 5, 2026, the average yearly pay for client list screening analyst in the United States is $84,207.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Client List Screening Analysts and how can they be addressed?

Client List Screening Analysts often encounter challenges such as managing large volumes of data, keeping up with evolving regulatory requirements, and accurately identifying potential matches or false positives. To address these challenges, analysts should develop strong attention to detail, stay updated with compliance training, and leverage advanced screening technologies. Collaborating closely with compliance teams and participating in ongoing process improvements can also help streamline workflows and reduce errors.

What is the difference between Client List Screening Analyst vs Customer Due Diligence Analyst?

AspectClient List Screening AnalystCustomer Due Diligence Analyst
Required CredentialsTypically requires a bachelor's degree in finance, criminal justice, or related field; certifications like ACAMS are commonSimilar credentials; often holds certifications like CAMS or CFE
Work EnvironmentWorks in financial institutions, compliance departments, or risk management teamsOperates within banking, financial services, or regulatory agencies
Employer & Industry UsageUsed by banks, investment firms, and financial institutions for screening clientsUsed by banks, AML teams, and compliance units for customer verification

Both roles focus on AML compliance and require similar credentials. The main difference lies in their specific focus: Client List Screening Analysts primarily screen existing client lists for risks, while Customer Due Diligence Analysts conduct comprehensive background checks on new or existing clients to prevent financial crimes.

What is a Client List Screening Analyst?

A Client List Screening Analyst is a professional responsible for reviewing and analyzing client data to ensure compliance with regulatory requirements, such as anti-money laundering (AML) and sanctions screening. They compare client lists against various watchlists, including those from government and international bodies, to identify potential risks or prohibited relationships. Their work helps financial institutions and businesses avoid legal penalties and maintain strong compliance standards. This role often involves investigating potential matches, documenting findings, and escalating suspicious cases for further review.

What are the key skills and qualifications needed to thrive as a Client List Screening Analyst, and why are they important?

To thrive as a Client List Screening Analyst, you need strong analytical skills, attention to detail, and a solid understanding of compliance regulations, often supported by a degree in finance, business, or a related field. Familiarity with screening systems such as Fircosoft, Actimize, or World-Check, as well as proficiency in Excel and other data management tools, is typically required. Strong problem-solving abilities, effective communication, and the capacity to work under pressure help professionals excel in this role. These skills and qualities are critical to accurately identifying potential risks, ensuring regulatory compliance, and protecting the organization from financial crime.
More about Client List Screening Analyst jobs
What job categories do people searching Client List Screening Analyst jobs look for? The top searched job categories for Client List Screening Analyst jobs are:
Infographic showing various Client List Screening Analyst job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 69% Full Time, 27% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $84,207 per year, or $40.5 per hour.
Client Relationship Manager - Remote

Client Relationship Manager - Remote

HCM Unlocked

Boca Raton, FL โ€ข On-site, Remote

$90K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


Job description

Position Overview
The Client Relationship Manager role is crucial in ensuring our clients' expectations are met while building strong, lasting business relationships. The CRM will act as a bridge between the client and internal teams, advocating for client success by ensuring the client feedback is heard and addressed throughout the organization. The CRM will strive to enhance client satisfaction, retention, and business growth through strategic account management and exceptional service delivery.
Key Responsibilities | Essential Job Functions
Client Relationship Management:
  • Develop a deep understanding of client goals and business objectives, positioning HCM software optimization as a strategic solution.
  • Act as the client's advocate within the organization, ensuring their needs are prioritized and met. Serve as the voice of the client within the organization.
  • Build and maintain strong relationships with client leadership to enhance their experience and satisfaction.
  • Develop and implement effective strategies for client retention and satisfaction, utilizing feedback to drive continuous improvement.
  • Recognize and celebrate client milestones to strengthen relationships.

Client Success Strategies:
  • Own a book of complex client engagements, ensuring that Key Performance Indicators are met or exceeded while efficiently using internal tools and resources.
  • Utilize analytics to monitor client health scores, track engagement metrics, and identify at-risk clients for targeted retention efforts.
  • Proactively detect potential issues to client relationships and establish action plans to mitigate risks, collaborating with cross-functional teams as necessary.
  • Identify opportunities to improve internal processes and efficiencies to drive financial success of the client relationship.

Internal Collaboration:
  • Serve as an informal leader within the organization by mentoring and guiding colleagues, fostering a collaborative and high-performing environment.
  • Build strong cross-functional relationships to address client needs effectively and ensure transparency across teams.
  • Track and monitor request turnaround times, budgets, and deliverables, keeping all stakeholders informed and accountable as applicable.
  • Effectively manage client escalations, ensuring prompt resolution of issues while maintaining clear communication with all parties involved. Develop action plans to address concerns and prevent future occurrences.
  • Partner with the sales team to identify upsell or cross-sell products/services opportunities.

Value Add Services:
  • Stay informed on industry trends and major competitor activities and initiatives, providing valuable insights and recommendations to clients.
  • Prepare and present Executive Business Reviews (EBRs) to key decision-makers, highlighting successes, future initiatives, and opportunities for growth.

Qualifications, Education, and Experience
  • 3-5 years of experience in the HCM industry, client relationship management, project management, program management, or a similar role preferred.
  • Enthusiasm for driving positive changes and delivering exceptional client experiences.
  • Strong sense of ownership; ability to be empathetic towards the client when faced with tough conversations. Being able to tailor messages to all audiences.
  • Exceptional written and verbal communication skills.
  • Strong analytical skills with the ability to leverage data for decision-making.
  • Proficiency in basic MS Office tools (Word, Excel, Outlook, PowerPoint).
  • Experience preparing and presenting to executive-level stakeholders.

Key Performance Indicators (KPIs)
  • Net Promoter Score (NPS): Measure client loyalty and likelihood to recommend our services.
  • Client Satisfaction: Assess client satisfaction ratings based on client feedback and surveys.
  • Client Retention Rate: Track the percentage of clients retained over a specific period.
  • Book of Business: Monitor the revenue-generating client list, focusing on managing complexity and annual contract value.

Cognitive and Physical Demands
  • Daily/majority of the day: sitting, computer work, screen time, keyboarding, typing, wrist flexing/extension and other repetitive movements
  • Daily/consistent: Use of professional judgement in alignment with HCM Unlocked values and policies, ability to communicate effectively verbally and written, translate high level instructions into an executable process flow, and to complete medium to large projects with minimal assistance and supervision.
  • Frequently: Learning new software applications and recalling important processes

Compensation & Benefits
The salary range for this position is $90,000-$95,000 per year. This range is based on relevant experience, skills, qualifications, and market data, and represents our good faith estimate at the time of posting. We offer a comprehensive benefits package including health insurance (medical, dental, vision, and life), voluntary benefits, pet insurance, retirement plan, and PTO.
Our commitment to an inclusive workplace
HCM Unlocked is an Equal Opportunity Employer committed to maintaining a workplace that is free from harassment and discrimination of any kind. We value and respect the unique differences of our employees, recognizing that diversity fosters innovation, drives curiosity, and contributes to the overall success of our organization.
We provide equal employment opportunities to all individuals regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, disability, pregnancy, parental status, genetic information, or any other characteristic protected by applicable laws or regulations. HCM Unlocked is committed to providing reasonable accommodations for applicants and employees with disabilities to ensure equal access to employment opportunities.
HCM Unlocked participates in the E-Verify Employment Verification Program.