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Client Service Analyst Jobs in Dallas, TX (NOW HIRING)

Focus Financial Partners

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

Investment Analysis & Portfolio Management * Review client financial statements and investment ... About Focus Financial Partners Focus is a leading financial services firm comprised of integrated ...

Focus Financial Partners

Client Service Associate

Dallas, TX · Hybrid

$14.25 - $19.75/hr

Investment Analysis & Portfolio Management * Review client financial statements and investment ... financial services. * CPA and/or CFA designation strongly preferred (or active progress toward ...

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$14

$29

$48

How much do client service analyst jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for client service analyst in Dallas, TX is $29.50, according to ZipRecruiter salary data. Most workers in this role earn between $20.77 and $35.34 per hour, depending on experience, location, and employer.

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 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 are popular job titles related to Client Service Analyst jobs in Dallas, TX?

For Client Service Analyst jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Client Service Analyst jobs in Dallas, TX look for?

The top searched job categories for Client Service Analyst jobs in Dallas, TX are:

Client Service Analyst jobs near you
Infographic showing various Client Service Analyst job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $61,351 per year, or $29.5 per hour.

Private Equity Client Service Analyst

LP Analyst

Dallas, TX • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 22 days ago

Job description

Company Overview
LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors.
Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm's proprietary reporting and analytics platform, for key decision makers at our clients' investment programs, including private asset class leads and chief investment officers.
If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.
LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.
Job Summary
LP Analyst is seeking motivated and detail-oriented individuals to join our Client Services team. As a Client Service Analyst, you'll play a key role in delivering high-quality private markets reporting and analytics to institutional investors. This role provides a unique opportunity to develop domain expertise in private assets, strengthen communication and project management skills, and grow into a client-facing role within the firm.
Responsibilities and Duties
  • Gain hands-on exposure to private equity investment data by supporting early-stage data structuring and validation, in collaboration with the Data Operations team
  • Build expertise in client deliverables by using internal tools and workflows to review and organize private asset data including financial statements, capital account and cash flows
  • Develop expertise in the nuances of private equity reporting, which vary across strategies, regions, and investment managers, through hands-on work and ongoing training
  • Assist in preparing and delivering reporting and analytics packages for institutional clients
  • Coordinate across internal teams to ensure high-quality, on-time client outputs
  • Review investment and portfolio data for completeness, consistency, and presentation quality
  • Contribute to ad hoc analysis, client dashboards, and materials for client meetings
  • Grow into a client-facing role by helping to answer questions, clarify data, and support recurring reporting cycles

Qualifications and Skills
  • Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, or a related field
  • Strong academic foundation with a demonstrated interest in private equity or institutional investing
  • 0-2 years of internship or professional experience in finance, investment operations, data analysis, or similar fields
  • Excellent organizational skills and strong attention to detail
  • Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment
  • Ability to interpret financial statements and structured investment data
  • Comfortable using Excel and other technology tools; familiarity with Power BI or SQL is a plus
  • Quick learner with a proactive mindset and the ability to take ownership of tasks while contributing to a collaborative team
  • Strong written and verbal communication skills
  • Positive attitude, team-oriented mindset, and eagerness to grow into a client-facing role with increasing responsibility
Why LP Analyst?
  • Comprehensive onboarding and training programs, including a structured Private Asset Training Program and regular business/industry teach-ins
  • Early opportunities for advancement for top-performing analysts
  • Opportunity to build valuable professional skills early in your career, including communication, organization, and leadership, by working on a dynamic and growing team with cross-functional exposure
  • Exposure to a wide range of strategies (private equity, venture capital, real estate, infrastructure, credit), with the opportunity to specialize in areas of interest
  • High-impact role providing transparency to the world's leading institutional investors
  • Collaborative, high-performing team culture with smart, supportive colleagues
  • Company-sponsored 401(k) plan, healthcare, and dental insurance
  • Competitive compensation and fully paid parental leave
  • Generous paid time off that increases with tenure, plus an annual volunteer day
  • Casual dress code, frequent team events, and a downtown Dallas office with paid parking, free snacks, and other perks

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