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Client Operations Analyst Jobs (NOW HIRING)

NLP Logix

Client Operations Analyst II

Jacksonville, FL · On-site

$75K - $85K/yr

Client Operations Analyst IIAbout the Role NLP Logix is looking for a Client Operations Analyst II to join our Client Operations team. This role supports complex client solutions across RPA, ...

Dexian

Client Operations Analyst

Castle Shannon, PA · On-site

Serve as a point of contact for client and counterparty inquiries, and coordinate with market ... operations experience with derivatives settlements and reconciliations, strong analytical skills ...

Dexian

Client Operations I Analyst I

Castle Shannon, PA · On-site

$20 - $26/hr

Job Title: Client Operations Analyst Contract : 12 months Location : Pittsburg, PA 15258 Pay Range: $20-$26 on W2 Schedule: 8:00 am to 5:00 pm Mon - Fri Hybrid (4 days in office) Overview ...

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How much do client operations analyst jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for client operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What does a Client Operations Analyst do?

A Client Operations Analyst is responsible for supporting the operational needs of clients within a business, often serving as a liaison between clients and internal teams. Their tasks typically include managing client accounts, handling data analysis and reporting, resolving operational issues, and ensuring that clients receive timely and accurate service. They work to streamline processes and improve client satisfaction by identifying inefficiencies and implementing solutions. Strong communication, analytical, and organizational skills are essential in this role.

What is the difference between Client Operations Analyst vs Client Service Associate?

AspectClient Operations AnalystClient Service Associate
Required CredentialsBachelor's degree, certifications in operations or finance often preferredBachelor's degree, customer service or communication certifications beneficial
Work EnvironmentFinancial firms, investment banks, asset management companiesBank branches, financial institutions, client support centers
Employer & Industry UsageUsed in finance, banking, asset managementCommon in banking, financial services, client support roles
Search & Comparison IntentUnderstanding operational roles in client managementCustomer support and client interaction roles

The main difference is that a Client Operations Analyst focuses on managing internal processes, data analysis, and operational efficiency related to client accounts, while a Client Service Associate primarily handles direct client interactions, inquiries, and support. Both roles are essential in financial services but serve different functions within client management teams.

How does a Client Operations Analyst typically collaborate with other departments to ensure smooth client onboarding and support?

Client Operations Analysts often work closely with teams such as Sales, Customer Success, and IT to facilitate seamless client onboarding and ongoing support. They coordinate information flow, resolve operational issues, and help implement process improvements that enhance client satisfaction. Regular cross-functional meetings and shared project management tools are common, allowing analysts to anticipate client needs and address concerns proactively. This collaboration ensures that clients receive consistent, high-quality service throughout their lifecycle.

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

To thrive as a Client Operations Analyst, you need strong analytical skills, attention to detail, and a background in business, finance, or a related field. Familiarity with data analysis tools, CRM systems, and proficiency in Excel or similar platforms is often required. Excellent communication, problem-solving abilities, and a customer-centric mindset help you build strong client relationships and navigate complex issues. These skills are vital for ensuring efficient operations, accurate reporting, and high levels of client satisfaction.
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Client Operations Analyst jobs near you
Infographic showing various Client Operations Analyst job openings in the United States as of May 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 80% Physical, 8% Hybrid, and 12% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.
Client Operations Analyst

Client Operations Analyst

True North Advisors

Dallas, TX

Other

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

True North Advisors is currently hiring for a Client Operations Analyst position. True North is a private Wealth-Advisory and Multi-Family Office that serves the wealth and investment management needs of ultra-high-net-worth families, business owners, and entrepreneurs. This is a full-time support role that reports to the Manager of Client Operations.
Primary responsibilities include:
Experienced service professional plays a key role in supporting the daily operations of Client Operations and Wealth Management teams, ensuring the smooth and accurate execution of client transactions, account maintenance, and operational workflows. This position is responsible for handling account-related requests, maintaining accurate client records, and collaborating with financial advisors and custodians. Some of the key responsibilities include executing client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance; monitoring and reconciling transactions to ensure accuracy and timely execution; maintaining and updating client records in the firm's CRM and custodian systems; serve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues; providing timely updates to clients and advisors on the status of deliverables; assisting the client operations and onboarding teams with day to day operations; and completing special projects, as requested.
Required Education, Skills & Experience:

  • Bachelor's Degree in Finance or related field required
  • One to two years of relevant experience in the financial services industry preferred;
  • Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail, ability to handle competing demands efficiently and calmly, focused on quality and accuracy, strong communicator.
  • Excellent work references required, preferably from former direct supervisors.
  • Must consent to and have favorable credit report and background check;
  • Ability to exude the True North Values
Benefits & Perks:
  • Competitive base salary
  • Competitive bonus potential based on successful execution of firm goals and individual performance metrics
  • 15 days of Paid Time Off (PTO) for new employees; increases to18 days after the second year and increases from there per a schedule
  • Volunteer Time Off (VTO)
  • Telecommuting opportunities
  • 401(k) with employer contribution
  • Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
  • Employer reimbursement for professional designations and continuing education
  • Free Financial Planning services for employees and their spouses
  • Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!

Background:
True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North builds institutional grade portfolio utilizing public, alternative and private investments, and manages an alternative platform called Western Alternative Strategies.
True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.
Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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