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$14

$28

$45

How much do client services analyst jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client services analyst in Ohio is $28.23, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $33.85 per hour, depending on experience, location, and employer.

What does a client services analyst do?

A Client Services Analyst acts as a bridge between a company and its clients by providing support, analyzing client needs, and ensuring customer satisfaction. They handle client inquiries, troubleshoot issues, and often analyze data to identify trends or areas for improvement in service delivery. Their goal is to enhance the overall client experience and maintain strong professional relationships. Additionally, they may assist with onboarding new clients, preparing reports, and collaborating with internal teams to resolve client concerns.

How does a client services analyst typically interact with internal teams to resolve client issues?

A Client Services Analyst frequently collaborates with departments such as operations, IT, and sales to address and resolve client concerns efficiently. This role often acts as a bridge between the client and internal teams, ensuring that client needs are clearly communicated and solutions are delivered promptly. Regular meetings and status updates are common, and analysts may also participate in cross-functional projects to improve service delivery. Effective communication and strong problem-solving skills are essential for navigating these interactions and maintaining client satisfaction.

What are the key skills and qualifications needed to thrive as a client services analyst, and why are they important?

To thrive as a Client Services Analyst, you typically need strong analytical abilities, problem-solving skills, and a bachelor’s degree in business, finance, or a related field. Familiarity with customer relationship management (CRM) software, data analysis tools, and Microsoft Excel is often required. Exceptional communication, active listening, and time management skills help you build rapport and efficiently address client needs. These competencies ensure effective client support, accurate issue resolution, and long-term client satisfaction vital to organizational success.

What is the difference between Client Services Analyst vs Customer Support Specialist?

AspectClient Services AnalystCustomer Support Specialist
Required CredentialsBachelor's degree, certifications in customer relationship management or related fieldsHigh school diploma or equivalent, relevant certifications optional
Work EnvironmentOffice setting, client-facing, analytical tasksCall centers, help desks, direct customer interaction
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, tech companies, service industries
Search & Comparison IntentUnderstanding client relationship management roles, analytical responsibilitiesCustomer support roles, troubleshooting, direct service

The main difference is that Client Services Analysts focus on managing client relationships, analyzing client needs, and providing strategic solutions, often in a corporate or financial setting. Customer Support Specialists primarily handle direct customer inquiries, troubleshooting, and support tasks. Both roles require strong communication skills, but the Analyst role tends to involve more analytical and strategic responsibilities.

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The top searched job categories for Client Services Analyst jobs in Ohio are:

What cities in Ohio are hiring for Client Services Analyst jobs?

Cities in Ohio with the most Client Services Analyst job openings:

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Client Services Analyst jobs near you
Infographic showing various Client Services Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $58,711 per year, or $28.2 per hour.

Client Relationship Analyst

Morgan Stanley

Columbus, OH • On-site

Full-time

Re-posted 24 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

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.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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