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Customer Account Analyst Jobs (NOW HIRING)

NY · On-site

$60 - $85/hr

* Analyze market trends, portfolio positioning, performance, and risk characteristics to develop ... Maintain CRM records and client activity tracking * Partner across investment, product, and client ...

New

Account Analyst

Camden, NJ · On-site

$62K - $75K/yr

Provide prompt, accurate and courteous service to Customers, Sales Representatives and Insurance ... Participates in account reconciliation for receivables management. * Submits Applications to ...

Account analysts will work directly with clients to partner in strategic budget development to meet ... Communicates with Medpace customers regarding ongoing projects to ensure customer's expectations ...

The Key Account Analyst Manager will ensure excellent customer service is provided to Ariat retailers, sales representatives, internal and external customers alike. This individual will demonstrate a ...

Support trade deduction analysis, reconciliation, workflow administration, and documentation in partnership with Account Management and Sales Finance. * Manage customer post-audit claims, including ...

New

The Strategic Account Analyst is an essential partner specializing in strategic accounts through ... Our experienced teams, supported by skilled engineers, are continually redefining what customers ...

The Strategic Account Analyst is an essential partner specializing in strategic accounts through ... Our experienced teams, supported by skilled engineers, are continually redefining what customers ...

Strategic Account Analyst

Houston, TX · On-site

$65K - $80K/hr

The Strategic Account Analyst is an essential partner specializing in strategic accounts through ... Our experienced teams, supported by skilled engineers, are continually redefining what customers ...

Showing results 21-40

Customer Account Analyst information

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$15

$26

$43

How much do customer account analyst jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for customer account analyst in the United States is $26.84, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $30.05 per hour, depending on experience, location, and employer.

What are some typical challenges a customer account analyst faces when managing multiple client accounts?

Customer Account Analysts often juggle several client accounts simultaneously, which can present challenges such as prioritizing urgent issues, maintaining accurate records, and ensuring timely resolution of customer inquiries. Effective communication and time management are crucial to balance competing demands and build strong client relationships. Analysts also collaborate closely with sales, finance, and support teams to deliver tailored solutions and address account-specific concerns, making adaptability and teamwork key to success in this role.

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

To thrive as a Customer Account Analyst, you need strong analytical skills, attention to detail, and a background in finance, business, or a related field. Familiarity with CRM software, data analysis tools like Excel or Tableau, and occasionally ERP systems is typically required. Excellent communication, problem-solving abilities, and customer service orientation are valuable soft skills in this role. These skills are crucial for accurately managing customer accounts, resolving issues efficiently, and supporting business growth through data-driven decisions.

What is the difference between Customer Account Analyst vs Customer Service Representative?

AspectCustomer Account AnalystCustomer Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, analyzing customer data and accountsCall centers, retail, or office environments assisting customers directly
Employer & IndustryFinancial services, telecommunications, retailRetail, telecommunications, service industries
Search & Comparison IntentUnderstanding analytical roles in customer account managementCustomer support and service roles

The main difference is that Customer Account Analysts focus on analyzing customer data, managing accounts, and supporting strategic decisions, often requiring analytical skills and relevant degrees. Customer Service Representatives primarily handle direct customer interactions, providing support and resolving issues. Both roles are vital in customer-focused industries but serve different functions within the customer experience.

Do customer account analysts make a lot of money?

Customer account analysts typically earn a median annual salary that varies by industry and experience, often ranging from $40,000 to $70,000. Salaries can increase with certifications, specialized skills, and years of experience, especially in larger organizations or financial sectors.

What does a customer account analyst do?

A customer account analyst manages and analyzes customer accounts to ensure accurate billing, resolve account issues, and maintain customer data. They often use customer relationship management (CRM) software and require strong attention to detail and communication skills to support client satisfaction and operational efficiency.
More about Customer Account Analyst jobs

What states have the most Customer Account Analyst jobs?

States with the most job openings for Customer Account Analyst jobs include:

Infographic showing various Customer Account Analyst job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $55,833 per year, or $26.8 per hour.

$60 - $85/hr

Other

Posted 2 days ago

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Job description

  • Analyze market trends, portfolio positioning, performance, and risk characteristics to develop client and business insights
  • Create client reporting and analytical deliverables supporting relationship management and client service
  • Conduct client, prospect, and industry research supporting business development and relationship growth
  • Leverage data, automation, and AI-enabled tools to improve reporting, workflow efficiency, and client insights
  • Maintain CRM records and client activity tracking
  • Partner across investment, product, and client-facing teams to support client relationships and business development
  • Provide product information, market insights, and sales support to financial advisors and intermediary clients
  • Research clients, prospects, and market trends to identify advisor engagement and business growth opportunities
  • Build knowledge of PIMCO’s investment philosophy, products, and market perspectives
  • Develop sales, marketing, and product materials
  • Utilize CRM, sales activity data, and AI-enabled tools for outreach, targeted campaigns, and relationship management
  • Track client engagement and pipeline activity
  • Partner with distribution, product, and investment teams to deliver a high-quality client experience
Requirements
  • Bachelor’s Degree required
  • Minimum 3.2 overall GPA
  • 0-2 years of professional experience, including internships, with exposure to financial services, client-facing environments, sales, business development, or investment-related work preferred
  • Fluency in English and Spanish, with strong written and verbal communication skills in both languages
  • Completion of Series 7 and 63 within the first six (6) months of employment
  • Knowledge of and interest in financial markets, fixed income, and portfolio management techniques
  • Demonstrated proficiency in Microsoft Excel and familiarity with financial, CRM, and data-management tools
  • Interest in leveraging data, automation, and AI-enabled technologies
  • Strong analytical, problem-solving, and communication skills
  • Ability to manage multiple priorities, collaborate effectively across teams, and deliver high-quality work in a dynamic environment
  • Demonstrated interest in client relationship management, sales, business development, or client service
  • Desire to build commercial and investment knowledge within asset management
Core Competencies

Demonstrates strong analytical and problem-solving skills while leveraging data, automation, and AI-enabled tools to enhance client relationship management and business development. Proficient in financial markets, portfolio management techniques, and CRM tools, with a commitment to delivering high-quality client experiences.

Highest-signal resume keywords
  • Bachelor's Degree
  • Fluency In English And Spanish
  • Series 7 And 63 Certification
  • Proficiency In Microsoft Excel
  • Knowledge Of Financial Markets
Hard Skills
  • Financial Analysis
  • Portfolio Management Techniques
  • Client Reporting
  • Market Research
  • Data Analysis
  • Sales Support
  • Business Development
  • CRM Management
  • Automation Tools
  • AI-Enabled Technologies
Soft Skills
  • Strong Communication Skills
  • Analytical Skills
  • Problem-Solving Skills
  • Collaboration
  • Time Management
Certifications & Qualifications
  • Series 7
  • Series 63
Industry Keywords
  • Financial Services
  • Client Relationship Management
  • Investment Management
  • Sales
  • Fixed Income
Tools & Technologies
  • CRM Tools
  • Data-Management Tools
  • Microsoft Excel
  • AI-Enabled Tools
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