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Client Service Analyst Jobs in Washington (NOW HIRING)

Client Service Supervisor

Herndon, VA · On-site

$23.50 - $26/hr

The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... • Analyze and react to the results of monthly metrics • Take action to drive change and ...

Client Service Coordinator

Leesburg, VA · On-site

$18.25 - $23.75/hr

Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...

Client Service Coordinator

Chantilly, VA · On-site

$18.50 - $24/hr

Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...

Client Service Coordinator

Herndon, VA · On-site

$18.50 - $24.25/hr

Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. * Client service skills - Consistently ensures the team ...

Client Service Coordinator

Leesburg, VA · On-site

$18.25 - $23.75/hr

... analyze and solve problems. Translates problems into practical solutions. • Client service skills ... Consistently ensures the team provides the client with attentive, courteous and informative service.

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Client Service Analyst information

See Washington salary details

$16

$33

$54

How much do client service analyst jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service analyst in Washington is $33.63, according to ZipRecruiter salary data. Most workers in this role earn between $23.70 and $40.29 per hour, depending on experience, location, and employer.

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

To thrive as a Client Service Analyst, you need strong analytical abilities, attention to detail, and a bachelor's degree in business, finance, or a related field. Familiarity with CRM systems, data analysis tools like Excel or Tableau, and sometimes industry-specific certifications are typically required. Excellent communication, problem-solving skills, and a client-focused mindset help you stand out in this role. These skills ensure that client needs are met efficiently, contributing to client satisfaction and long-term business success.

What are some common challenges faced by Client Service Analysts, and how can they effectively overcome them?

Client Service Analysts often encounter challenges such as managing multiple client requests simultaneously and resolving complex inquiries within tight deadlines. To effectively overcome these obstacles, strong organizational skills and clear communication are essential. Building positive relationships with clients and collaborating closely with internal teams, such as sales or technical support, can also help ensure issues are addressed efficiently. Proactive problem-solving and attention to detail further contribute to client satisfaction and personal success in the role.

What does a Client Service Analyst do?

A Client Service Analyst is responsible for supporting clients by analyzing their needs, resolving issues, and ensuring they receive high-quality service from the company. They often act as a liaison between clients and internal teams, tracking client inquiries, generating reports, and providing solutions to improve customer satisfaction. Their role requires strong communication, problem-solving skills, and a good understanding of the company's products or services. Ultimately, they help maintain positive relationships and contribute to client retention.

What does a client analyst do?

A client service analyst is responsible for managing client accounts, addressing client inquiries, and ensuring customer satisfaction. They analyze client needs, provide solutions, and often use customer relationship management (CRM) tools to track interactions and issues.
What are popular job titles related to Client Service Analyst jobs in Washington? For Client Service Analyst jobs in Washington, the most frequently searched job titles are:
Infographic showing various Client Service Analyst job openings in Washington as of May 2026, with employment types broken down into 100% Full Time. Highlights an 68% In-person, and 32% Hybrid job distribution, with an average salary of $69,944 per year, or $33.6 per hour.
Client Relationship Analyst

Full-time

Posted 19 days ago


Job description

Client Relationship Analyst

Job Description

POSITION SUMMARY

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
  • Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist Fas / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.