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Client Service Analyst Jobs (NOW HIRING)

Cotiviti

Client Service Analyst - PPM

$20.75 - $24.75/hr

Overview The Client Service Analyst (CSA) role ensures adequate support for the client-facing team on coding and policy as well as operational related activities. The CSA must be familiar with the ...

Bmo

Client Service Analyst Investments

San Jose, CA

$54K - $99.60K/yr

Services relationships in the assigned portfolio to ensure an exceptional client experience ... Analytical and problem solving skills - In-depth. * Influence skills - In-depth. Salary: $54,000.00 ...

Bmo

Client Service Analyst Investments

San Francisco, CA

$54K - $99.60K/yr

Services relationships in the assigned portfolio to ensure an exceptional client experience ... Analytical and problem solving skills - In-depth. * Influence skills - In-depth. Salary: $54,000.00 ...

Western Alliance Bank

Client Service Analyst 3

Boston, MA · On-site

$39.92 - $49.32/hr

Client Service Analyst 3 Location: Maryland - Remote What you'll do: As a Trust Associate III you'll be responsible for working on client relationships and ensuring excellent client service and ...

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How much do client service analyst jobs pay per hour?

As of May 31, 2026, the average hourly pay for client service analyst 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 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.
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Client Service Analyst jobs near you
Infographic showing various Client Service Analyst job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Hybrid job distribution, with an average salary of $61,756 per year, or $29.7 per hour.

Analyst, Client Service

NewEdge Capital Group LLC

Manhattan, NY

$75K - $85K/yr

Full-time

Posted 15 days ago

Job description

Job Summary:

Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to the team. As a Client Service Analyst, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative and operational duties to support our collaborative team in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.) and be the driver of firm initiatives.

Duties/Responsibilities:

Relationship Management

  • Educate clients on account services and capabilities (e.g., Online
  • Services, paperless options, etc.)
  • Collect appropriate documentation to set up new accounts and services
  • Leverage various communication channels to keep in touch with clients
  • Process account service requests and ensure appropriate documentation

Wealth Strategy

  • Gather and maintain financial profile data to support the team’s wealth strategy discussions

Investment Solutions

  • Open managed accounts, ensure documentation of advisory agreements, and review for billing completion and accuracy
  • Review accounts and alerts and process accordingly
  • Assist in the preparation of marketing and review reports

Practice Management

  • Maintain contact management systems with up-to-date key client information
  • Provide team with up-to-date calendaring and tasks
  • Understand risk awareness and regulatory knowledge

Talent Management

  • Proactively develop self to continuously improve knowledge, skills and credentials
  • Communicate development needs
  • Assist with on-boarding new members to the firm

Skills/Abilities:

  • 1-2 years of client service experience preferred
  • Excellent written and verbal communication skills
  • Highly organized with great attention to detail
  • Excellent interpersonal skills, including being polished, courteous, professional, and patient
  • Ability to work in a fast-paced environment
  • Possesses exceptional multi-tasking skills and strong time-management
  • Experience with Microsoft Office Suite (Word, Excel)

Salary Range: $75,000 - $85,000 annually, based on experience.

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