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Client Service Analyst Ii Jobs (NOW HIRING)

Acumen Technology

Service Analyst II/III

Nashville, TN · On-site

$50K - $64K/yr

We want IT professionals that understand that the client's experience is as important as knowing ... A successful Service Analyst II - Acts as a bridge between basic support and advanced ...

Acumen Technology

Service Analyst II/III

Nashville, TN · Hybrid

$50K - $64K/yr

We want IT professionals that understand that the client's experience is as important as knowing ... A successful Service Analyst II - Acts as a bridge between basic support and advanced ...

LifeWorks, Inc.

Client Service Analyst I-TH

Boston, MA · On-site

$40K - $50K/yr

Internship or coursework in benefits administration, human resources, or data analysis * Knowledge of SQL, data visualization tools, or advanced Excel functions * Customer service or client support ...

TELUS Health

Client Service Analyst I-TH

Boston, MA · On-site

$40K - $50K/yr

Internship or coursework in benefits administration, human resources, or data analysis * Knowledge of SQL, data visualization tools, or advanced Excel functions * Customer service or client support ...

Acumen Technology

Service Analyst II/III

Nashville, TN · On-site

$50K - $64K/yr

We want IT professionals that understand that the client's experience is as important as knowing ... A successful Service Analyst II - Acts as a bridge between basic support and advanced ...

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Client Service Analyst Ii information

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How much do client service analyst ii jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client service analyst ii in the United States is $29.69, according to ZipRecruiter salary data. Most workers in this role earn between $20.91 and $35.58 per hour, depending on experience, location, and employer.

What is the difference between Client Service Analyst Ii vs Client Service Analyst I?

AspectClient Service Analyst IClient Service Analyst II
QualificationsEntry-level, often requires a bachelor's degreeIntermediate experience, may require additional certifications
ResponsibilitiesAssisting clients, basic data analysis, support tasksHandling complex client issues, data reporting, process improvements
Work EnvironmentSupport teams, client-facing roles, office settingMore autonomous, increased client interaction, team collaboration

The main difference between Client Service Analyst I and II lies in experience and responsibility level. Client Service Analyst II typically handles more complex tasks, requires more experience, and may have additional certifications. They often work more independently and contribute to process improvements, whereas Client Service Analyst I roles focus on foundational support and client assistance.

What is a client service analyst?

A client service analyst is a professional who manages client accounts, addresses inquiries, and resolves issues to ensure customer satisfaction. They often use communication skills, data analysis, and customer relationship management tools to support clients and improve service delivery.
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Client Service Analyst Ii jobs near you
Infographic showing various Client Service Analyst Ii job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $61,756 per year, or $29.7 per hour.

Client Service Analyst Intern

Boise, ID • On-site

Clearwater Analytics
Software Development • 1 - 5K employees
Learn more about Clearwater Analyticsexternal

Full-time

Posted 5 days ago

Job description

The Client Servicing Intern will support in daily, monthly, and quarterly operational delivery in addition to timely attention to issues raised by customers.
Responsibilities:
  • Interaction with customers via telephone, email, internal or third-party tooling, or chat to handle a variety of post-sales and implementation service functions.
  • Processing customer requests and preparing documentation/tickets related to processing and servicing inquiries.
  • Reconciling transactions and holdings of investment portfolios using data received via external portfolio data providers with the goal of providing timely and accurate reporting daily.
  • Validates investment data against available third-party market data sources.
  • Records and reports the status of daily and monthly operational delivery.
  • Ensures service information is accessible by classifying and documenting work done.
  • Handles requests for additional company materials.
  • Maintains knowledge of product enhancements and the changing investments accounting industry.
  • May reach out to customers, interact with website users, handle client training, and gather product feedback with the goal of enhancing the customers experience as a user.

What You Will Learn:
  • Learns to use professional concepts and available resources within the Client Services department to problem-solve. Leverages Clearwater Way methodologies to service clients, including alignment and support of CW's Client Engagement Model
  • Completes all initial new hire certification requirements and working on intermediate level curriculum.
  • Technical Competency
  • General Technical Skills: In Excel & Salesforce workflow and report navigation.
  • Accounting: Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting Cert concepts. Basis agnostic.
  • Finance: Basic understanding of TVOM, duration, yield, returns, and risk exposures as outlined in Cert material
  • Asset Classes: Intermediate understanding of fixed income and equity investments and a basic knowledge of alternative security types. -what they are, why they are used, and how they work in CW.
  • Market: Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) from a market- and client-agnostic standpoint
  • Functional Competency
  • Developing acquired skills, procedures, and decision-making best practices to complete a variety of issues. Provided direction on client-specific processes and internal knowledge sets. Beginning to understand and demonstrate CW Core Values
  • CW Tooling Skills: Beginner to Intermediate Skills in standard CW Tools utilized by operations. Familiar with most functionality for routine tasks but requires assistance to perform actions more frequently.
  • Clearwater Website: Proficient with the "Big 3", statements, dashboards, report manager, formulas, CPD, advanced grouping and filtering. Familiar with the core offering of Accounting, Compliance, Risk, and Performance reports. Gaining increased proficiency in at least one product offering.
  • Efficiency: Consistently completes assigned work. When errors in daily work occur, proactively learns from those errors and works to avoid repeat mistakes going forward. Able to handle any reconciliation support, including red errors, yellow errors, Task Resolutions, ACEs, Lot Links etc.
  • METRICS: Manages workflow based on productivity and quality metrics as outlined by business
  • Intangibles
  • Learning how to organize work and showing resilience in a challenging environment.
  • Internal Communication: Applies Level 1 servicing (quick, accurate and thorough responses) with the aid of mentors. Audience is typically team lead level or below. Not yet ready to serve as a trainer. Sphere of influence mainly self.
  • External Communication: Beginning to understand and apply Level 1 servicing (quick, accurate and thorough responses) with the aid of mentors. Audience is typically low- or mid- level stakeholders.
  • Leadership
  • Oversight: Operates with some level of assistance from team members. Support servicing of core market queries. Independently answers low-medium complexity client queries, may require assistance with medium/high complexity
  • Continuous Service Improvement: Primary focus is learning. No expectation of continuous service improvement. Applies company policies and procedures to resolve issues. Effectively navigates through knowledge base and documentation

Requirements:
  • Excellent verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Strong accounting and/or finance skills
  • Strong problem solving and math skills
  • Strong computer skills, including Microsoft Excel skills
  • Working towards a bachelor's or master's degree in accounting or finance
  • Desired fulltime employment at Clearwater

Apply