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Client Operations Analyst information

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$14

$33

$56

How much do client operations analyst jobs pay per hour?

As of Jun 27, 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.
More about Client Operations Analyst jobs
Infographic showing various Client Operations Analyst job openings in the United States as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, 1% Temporary, and 1% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $70,210 per year, or $33.8 per hour.
Institutional Client Operations Analyst

Institutional Client Operations Analyst

Fisher Investments

Clearwater, FL • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz


Job description

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!


The Opportunity:

The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.


The Day-to-Day:

  • Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions
  • Subject matter expert as it relates to international institutional funds and separately managed accounts
  • Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests
  • Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
  • Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
  • Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams
  • Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
  • Communicate detailed international institutional investor account information to senior members of the Company
  • Aid the Institutional Client Operations Team Leader with the ongoing development of the team

Your Qualifications:

  • Bachelor's degree or equivalent combination of education/experience
  • At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful
  • Familiar with securities, financial markets and institutional account types
  • Excellent communication skills and experience with customer/client service
  • Project management experience, ability to adjust workload based on priority, and passion with process improvements
  • Responsible, accountable, detail-oriented and internally motivated

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


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