Client Service Analyst Job Description

A Client Service Analyst is the named point of contact between institutional clients and the operational infrastructure that keeps their positions, margin calls, and fund reporting running accurately. Sell-side banks, asset managers, and hedge funds each need someone who understands both the client relationship and the mechanics beneath it, a distinction that separates this role from pure relationship management. Within the firm, the analyst sits inside a client services or investor relations team and is held accountable for the timeliness and accuracy of deliverables that directly affect client retention. Regulatory obligations such as FINRA licensing requirements and compliance with fund-level due diligence questionnaire standards set the professional baseline for this work.

As the Client Service Analyst, you will own the end-to-end servicing of assigned institutional accounts, managing margin oversight, corporate action resolution, and client reporting while ensuring deliverables meet the accuracy and timeliness standards that financial clients demand. You will operate within a cross-functional team that includes portfolio management, compliance, and operations, coordinating internally to resolve client issues and support the broader relationship management function.

Career Impact: Sustained exposure to capital markets operations, hedge fund structures, and institutional client workflows builds the domain depth that underpins advancement into senior relationship management or product specialist roles.

Business Impact: Accurate margin call oversight and timely corporate action resolution directly protect client assets and preserve the firm's operational reputation with top-tier institutional counterparties.

Growth Opportunity: Mastery of derivative product servicing and fund-level due diligence processes positions analysts for progression into coverage roles or client-facing leadership tracks within financial services.

• Manage margin call oversight for assigned client accounts, ensuring timely issuance, coverage confirmation, and escalation of material swings.
• Monitor and resolve corporate action queries, including dividend accruals, coupon events, and election deadlines for active positions.
• Coordinate cash management activities, including wire processing, funding requirement tracking, and cash break resolution with institutional clients.
• Produce scheduled and ad-hoc client reporting deliverables — including NAV updates, fund data submissions, and performance reports — to pre-defined deadlines.
• Respond to client inquiries on financing resets, equity swap settlements, and account-level operational matters, escalating where appropriate.
• Liaise with internal teams across compliance, risk, portfolio management, and fund accounting to source accurate data and fulfill client requests.
• Maintain and update investor portals, due diligence questionnaires, and fund marketing materials in coordination with the marketing and compliance teams.
• Support client onboarding by coordinating documentation, system access, and testing of production environments in collaboration with operations partners.

• Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent work experience.
• Two or more years of experience in financial services client servicing, operations, or investor relations, with exposure to institutional clients.
• Working knowledge of capital markets products, including equities, derivatives, or fixed income instruments.
• Demonstrated ability to analyze complex financial data, identify discrepancies, and communicate resolution pathways clearly to clients and internal stakeholders.
• Strong written and verbal communication skills, with the ability to translate technical or operational detail for clients across seniority levels.
• Proven organizational skills and the ability to manage multiple time-sensitive deliverables concurrently without error.
• Familiarity with regulatory and compliance standards relevant to financial client reporting, including fund-level due diligence processes.

• FINRA Series 7 license or active pursuit of relevant industry qualification such as LOMA coursework or CFA candidacy.
• Prior exposure to hedge fund operations, prime brokerage workflows, or managed account structures.
• Experience supporting investor relations functions, including DDQ management and fund marketing material production.
• Proficiency working with large data sets and the ability to query or manipulate structured financial data in support of client analysis.

• Client query resolution rate, measured against agreed response and closure SLA targets.
• Margin call coverage timeliness, tracking the percentage of calls confirmed and covered within the required settlement window.
• Corporate action election receipt rate, reflecting on-time client response for pending CA events across the managed book.
• Reporting delivery accuracy, measured as error rate per scheduled client deliverable cycle.
• DDQ completion turnaround time, tracking days from client request to final submission for due diligence materials.
• Typical tools: CRM platforms (commonly Salesforce); portfolio and fund data systems (commonly Bloomberg terminals or internal OMS); office productivity (commonly Excel, PowerPoint).

• Base Salary Range: $60,000 to $85,000 annually, depending on experience and firm size
• Bonus: Annual discretionary bonus, typically 5 to 15% of base salary in this function
• Equity: Equity participation uncommon at analyst level; possible at larger public firms
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually; varies by firm and seniority
• Common Perks: Licensing exam sponsorship, tuition reimbursement, commuter benefits, and hybrid work schedules common in institutional financial services

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion, including verification of employment history and, where applicable, credit history review, is a condition of employment for this role given its financial services context. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations for individuals with disabilities are available upon request throughout the hiring process. Candidates must be authorized to work in the United States.

The Client Service Analyst owns end-to-end client support across sell-side banks, coordinating inbound requests, monitoring live transactions, and delivering training and reporting to ensure application operability. Working alongside global support teams across the US, EMEA, and HK, this role builds trusted client relationships that directly enable deal management and product adoption across the business.

Key Responsibilities

• Serve as a direct conduit for all sell-side banks, across all facets of client service and application support.
• Monitor all client inbound requests via case management email system and telephony hotlines to address deals and support requests promptly, in coordination with the global support team.
• Proactively monitor live transactions to ensure application operability and user success.
• Provide outstanding client service by assisting clients with deal management, service interruptions and/or production issues, user training, and general application usage.
• Host client meetings to assist with training, product demos, and transactional support.
• Produce scheduled and/or ad-hoc reporting deliverables in a timely and accurate fashion.
• Partner with in-house Product Specialists to share client feedback and understand strategic roadmaps.
• Partner with in-house Professional Services on client onboarding events to ensure proper training, user access, and testing of production environments.
• Compile daily operational reports to communicate the health of the business (volumes, risk exposure) to management.
• Assist with regular usage audits to help identify opportunities and drive product adoption.

Required Qualifications

• BA/BS degree and/or equivalent related work experience.
• Proficient in MS Office Suite with strong knowledge of internet applications.
• Interest in Capital Markets and financial markets.
• Excellent written and verbal communication skills, with the ability to cater styles to all levels of management and clientele.
• Exceptional interpersonal skills that incite healthy dialogue and trusted client relationships.
• Good organizational and time-management skills to adhere to deadlines and deliverables.
• Ability to work independently while still interacting within an integrated team structure.

Embedded within the client support organization, the Client Service Analyst handles incoming client queries through production and billing hotlines and Salesforce queue management while ensuring accurate case documentation. Working closely with product management, relationship management, and technology teams, this role delivers timely resolutions and process improvements that strengthen the overall client experience.

Qualifications & Skills

• Handle incoming client queries and calls through the production and billing client support hotline or through queue management activities in Salesforce.
• Analyze, track, and communicate updates and resolutions to clients on time and within query management expectations.
• Ensure and maintain accurate case management information and categorization.
• Coordinate and provide appropriate responses to clients by interacting with internal teams including product management, relationship management, technology, and development teams.
• Coordinate and distribute client notifications with relevant business and management approval to inform of system downtimes, service disruptions, or proactive client outreach.
• Participate proactively in team meetings, identify and suggest process improvements that increase organizational efficiency and maximize client experience, and facilitate training delivery.

Skills & Qualifications

• Derivatives background and/or analytical experience.
• Previous experience in a client-service role.
• Excellent oral and written communication and customer service skills.
• Strong analytical and problem-solving skills.
• Good computer and MS Office skills, especially Excel.
• Well-organized with the ability to prioritize, meet deadlines, and identify process risks and red flags.

Reporting to team leaders, the Client Service Analyst supports the management of client deliverables and investment solutions, preparing client communications and presentations in compliance with firm standards. Partnering with internal resources across the organization, this role enables consistent and high-quality service delivery that strengthens client relationships and supports business outcomes.

Core Functions

• Work as part of a dedicated client team providing deliverables to clients.
• Produce reports for delivery to clients by predetermined deadlines.
• Build strong relationships internally and externally and collaborate effectively.
• Support team members in the construction and delivery of presentations to internal stakeholders and/or external clients.
• Manage ongoing project management of broader client team.

Education & Experience

• Undergraduate degree or diploma in Business, Finance, or related fields.
• Bilingual in English required.
• General interest in financial markets and client service.
• Good analytical skills and attention to detail.
• Working knowledge of MS Office, including Excel and PowerPoint.
• Comfortable working in a team environment while also working independently.
• Ability to manage projects and time effectively to meet deadlines and client expectations.

Sitting at the intersection of insurance operations and technology development, the Client Service Analyst manages the group term life block, leads underwriting analysis, and drives the design and implementation of customized enrollment solutions for workplace business. Operating across internal teams, reinsurance partners, and agent networks, this role enables seamless new business growth and improved operational efficiency across the organization.

Primary Duties

• Perform underwriting analysis, recommend rate decisions, and communicate with internal and external parties for timely and accurate implementation of renewals.
• Assist with reinsurance by reviewing self-administered cases, verifying census accuracy, resolving discrepancies, assigning data entry, and creating annual census files for the group reinsurance partner.
• Review in-force group term life block for billing accuracy, policy enhancements, upgrades, open enrollments, and plan changes, and coordinate related rate changes and underwriting analysis.
• Issue new business cases for group term life, including working with marketing on sold case parameters, creating master policies and certificates, and updating systems.
• Lead the process of updating online platform solutions for workplace business while blending functionality with individual lines and act as administrative point of contact for key workplace agent partners.
• Work with management to design, develop, test, and implement new technical systems to improve administrative efficiencies and support new business growth.
• Serve as lead auditor for Client Service Administrators, conducting routine reviews and summarizing results in support of the New Business Supervisor.

Experience & Qualifications

• Bachelor's degree, preferably in Insurance or Business Administration, or equivalent relevant experience.
• 4 years of experience in group or workplace insurance, or equivalent relevant experience.
• LOMA coursework preferred.
• LifePRO experience preferred.
• Excellent knowledge of group and workplace insurance products, terminology, and regulations, with good underwriting skills.
• Excellent knowledge of various computer software and systems.
• Good written and verbal communication, interpersonal, and organizational skills.
• Strong problem-solving and analytical abilities, with attention to detail.
• Strong multitasking abilities.

A key member of the IT support team, the Client Service Analyst provides customer-centered first-line support covering call handling, ticket management, escalation, and incident resolution in alignment with ITIL standards and agreed KPI measurements. Collaborating across the service desk through teamwork, documented processes, and knowledge sharing, this role sustains high-quality service delivery and continuous improvement of support operations.

Duties

• Provide customer-centred support adhering to Quality service level agreements, including call handling, ticket and incident management, escalation, and first-line investigation and resolution in line with ITIL standards and agreed KPI measurements.
• Provide a positive, professional can-do attitude and maintain a high-quality service of support to customers.
• Ensure troubleshooting steps are followed by consulting documentation, the knowledge base, various support systems, and appropriate websites.
• Ensure regular ticket updates to manage customer expectations and timely call resolution with agreement from the client.
• Ensure all documented processes are followed and actively seek out and suggest service improvements alongside service adoption.
• Provide effective communication and collaboration through teamwork, engaging in team meetings and discussions and sharing knowledge through appropriate documented processes.
• Provide administrative support in line with service level agreements and focus on client service excellence.

Requirements

• Experience working in customer support with workflow coordination experience.
• Passion for providing outstanding customer service.
• Keen interest in IT Systems Support is desired.
• Ability to communicate confidently in both clearly spoken and written English and build rapport with people quickly and effectively.
• Professional, proactive, can-do attitude with exceptional attention to detail and excellent organisational skills.
• High level of personal commitment to task completion with the ability to prioritise and deliver excellent results.
• Availability to cover multiple early and late shifts throughout the week as per the needs of the business.

Accurate reporting and a well-maintained client database depend on the Client Service Analyst, who serves as a subject matter expert in the reporting database, modifies reports to meet client needs, and manages policy and authorization data across multiple systems. Based within the relocation services operations team, this role enables seamless client account administration, user training, and system accuracy that support effective mobility program delivery.

Functions

• Run and analyze standard reporting and complete basic modifications of standard reports within the Webi reporting tool for internal and external users.
• Enter and maintain the policy database using the Blueprint Policy Digitization Tool.
• Add and update contacts in the IRIS database and manage IRIS updates for authorization, tracking, NAS requirements, Aires Team, and client requirements.
• Create client MobilityX accounts, assist with user administration, and enter client fee schedules into the online tool.
• Update implementation guides, complete client policy documentation and edits, and request and test changes to authorization forms, cost estimate tools, and IT MobilityX customizations.
• Assist in training clients in MobilityX and provide training and mentorship to new Client Service Analysts.

Position Requirements

• High School Diploma/GED required; Associate's or Bachelor's Degree preferred.
• 2-3 years of client services support in the relocation industry and extensive customer service experience.
• Excellent customer service and administrative skills.
• Computer literacy with MS Office products and ability to grasp proprietary software.
• Demonstrated ability to manage multiple competing tasks and follow policies and procedures.
• Can-do attitude, genuine desire to help others, and team-oriented mindset with a strong sense of care and urgency.

As the Client Service Analyst, this role supports project-related tasks for direct-to-consumer websites, monitors daily business activities, and produces and distributes accurate daily reports for client initiatives. The ecommerce operations team relies on this work to resolve issues, drive client action plans, and ensure accurate invoicing that sustains service delivery and client satisfaction.

Accountabilities

• Work as part of a team on project-related tasks in support of direct-to-consumer websites.
• Monitor daily business activities for client initiatives.
• Manage operational or project issues to resolution by working with internal functional teams.
• Drive action plans associated with client initiatives.
• Produce and distribute accurate daily reports in a timely manner.
• Prepare monthly client service fee invoices.

Knowledge, Skills & Abilities

• Bachelor's degree required.
• 2-3 years of working experience interfacing with internal and external clients, preferably in direct-to-consumer eCommerce.
• Capability to understand basic financials, including costs versus revenue.
• Computer literacy skills including Microsoft Excel, Word, and PowerPoint.
• Strong work ethic and sound problem-solving and business analysis skills.
• Strong interpersonal, written, and oral communication skills.
• Ability to work within a team, learn quickly, and manage multiple tasks simultaneously.

Client Service Analyst delivers consulting, client management, and project oversight across Managed Services and Data Center accounts, supporting onboarding, growth, retention, and the full account lifecycle from sales through ongoing service. Success in the position means managing concurrent projects, tracking milestones, supporting pre-sales initiatives, and enabling client satisfaction through effective technical and business consulting across key service channel partners.

Leadership Responsibilities

• Assist in overseeing key client accounts for Managed Services and Data Center Support Services, including consulting, support, and new client onboarding.
• Lead the transformation of the area toward a successful consulting and support practice in current and new technologies and services.
• Champion customer satisfaction during projects, implementations, and on an ongoing basis through support and consulting.
• Manage multiple projects concurrently across the team, ensuring all milestones are tracked effectively and completed on schedule with a focus on client satisfaction.
• Act as escalation point for support and consulting issues and review client data center reports for auditing purposes.
• Ensure intentional updates with key service channel partners, grow leads, and consult with clients on how to receive the best ROI.
• Assist with invoicing and billing using ERP system, including client reports, quote process, contract renewals, and time entry validation.
• Assist with pre-sales initiatives, account management, project deliverables oversight, and client meeting attendance.

Professional Experience

• Bachelor's degree in a technical or business management-related field, with Agile or CI/CD certifications a plus.
• Minimum 5 years of experience in sales consulting, project management, or support.
• Ability to manage technical projects and consulting engagements independently and as part of a team with a demonstrated track record in driving client satisfaction.
• Strong proficiency in Microsoft Office, including Word, PowerPoint, and Outlook.
• High capacity for managing ambiguity and adjusting well to new or changing requirements.
• Excellent listening, communication, and presentation skills with the ability to convey messages, influence others, and gain support.

The Client Service Analyst produces detailed responses to client inquiries on analytical and benchmark products, analyzing market performance and maintaining client relationships across a global financial institution. Working closely with account managers and consultants, this role advances the quality of client engagement by translating complex financial concepts into actionable insights that support ongoing retention and product adoption.

Role Responsibilities

• Answer detailed client inquiries about products and methodology.
• Participate in developing client relationships through proactive follow-up on issues raised by clients.
• Analyze market performance and data for clients on both a reactive and proactive basis.
• Maintain relationships by ensuring relevant product and model information is shared with clients.
• Provide client feedback to the Coverage, Product Management, Research, and Production groups.
• Act as point of contact for routine inquiries and data requests, and keep up with current events and trends in the marketplace.

Background & Experience

• Deep understanding of international financial institutions, global financial markets, and financial topics such as modern portfolio theory, equity and portfolio construction, optimization, CAPM, multi-factor risk models, market risk, credit risk, and VaR.
• Strong analytic, quantitative, and problem-solving skills.
• Self-starter and highly motivated, with the ability to work individually and within a team and articulate complex concepts to senior management and clients.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to handle multiple projects under tight deadlines and adapt to multiple demands and shifting priorities.
• Ability to work efficiently with diverse cultures on a global team and develop value-added contributions to internal and external clients.
• Ability to speak and write in foreign languages is a plus.

Embedded within the Client Services department, the Client Service Analyst oversees the client tracking system, evaluates CRM program performance, and develops standard reporting tools that support strategic planning and client evaluation. Working closely with the broader Client Services team and senior management, this role refines cross-departmental analytics and reporting processes to strengthen organizational efficiency and service outcomes.

Strategic Responsibilities

• Oversee all aspects of the current client tracking system of the Client Services Department with strategic understanding of the division.
• Evaluate CRM program performance, including development and maintenance processes.
• Drive continuous development and improvement of standard reporting tools and provide analysis on client-specific metrics.
• Provide guidance and training on system processes to the Client Services team and handle regular system tasks.
• Prepare presentations and reports on an ongoing basis.

Qualifications & Experience

• Moderate to strong knowledge of CRM, including Microsoft Dynamics, and experience using databases.
• Advanced Microsoft Office skills including Word, Excel, PowerPoint, and Visio.
• Strong analytical and quantitative skills, including the ability to recognize inconsistencies and assess reasonableness.
• Ability to lead projects, build cross-departmental relationships, and manage multiple projects simultaneously with little supervision.
• Strong attention to detail, well-organized, with the ability to thrive in a fast-paced and changing environment.Strong work ethic, ability to work independently.
• High level of professionalism, motivation, enthusiasm, patience, and collaborative spirit.
• Excellent oral and written communication skills with the ability to present findings and communicate key concepts to senior management.

Reporting to IT leadership, the Sr Client Service Analyst develops and maintains enterprise desktop environments by handling deployment, configuration, troubleshooting, and hardware repair across Windows, Mac, and Linux platforms. Partnering with support team members and on-call operations, this role enables reliable 24x7 IT service delivery that supports international business continuity and end-user productivity.

Technical Responsibilities

• Handle a wide variety of technical support tasks including desktop, laptop, and tablet deployment, configuration, software installation, troubleshooting, and hardware diagnosis, repair, and maintenance.
• Provide a customer-focused approach that emphasizes customer satisfaction.
• Deploy standardized operating system images, configure and install software, and distribute and track all new and redeployed IT assets.
• Conduct new employee onboarding and IT orientation.
• Research and resolve desktop support issues with tracking, monitoring, and documentation to ensure timely resolution and history keeping.
• Communicate effectively with other support team members and document support methods, change management, and project implementation.
• Administer and maintain hardware and software inventory database and manage incident queue including ticket assignment and escalation.
• Participate in after-hours on-call rotation to support 24x7 international operations.

Technical Qualifications

• IT certifications desired, such as MCSA, MCSE, and A+.
• 3-5 years of helpdesk and desktop support experience in an enterprise environment.
• Expertise with Windows 10 and legacy desktop operating systems in an enterprise Active Directory domain environment.
• Work experience supporting Mac OS, Linux, and hardware.
• Experience with virtualization technologies such as Hyper-V, LAN/WAN TCP/IP networking, and cloud-based services such as Office 365.
• Experience with mobile devices, printers, VOIP phone systems, and identifying and removing malicious software.
• Strong analytical, problem-solving, organizational, time management, and multi-task skills.
• Effective communication and customer service skills, including comfort communicating with employees whose first language is not English.
• Willingness to travel occasionally and ability to work autonomously and with peers.

Sitting at the intersection of financial aid operations and technology systems, the Client Service Analyst manages centralized client inquiries, coordinates complex projects, and executes monthly invoicing while facilitating social media content and system enhancement initiatives. Operating across internal teams, client stakeholders, and operating system vendors, this role delivers industry-leading service levels and data integrity that support student-facing outcomes in higher education environments.

Day-to-Day Responsibilities

• Manage centralized inbox for client inquiries, distribute action items, follow progress, and respond to clients accordingly.
• Facilitate the business's social media presence, including generating and scheduling content.
• Perform routine maintenance of client data within operating systems, including new client setup, client offboarding, creating new users, and password resets.
• Coordinate resources and action items to ensure successful execution of complex projects.
• Conduct quarterly internal audits against pre-defined controls and expectations.
• Execute monthly client invoicing process and coordinate various regularly occurring procedures to ensure clients receive industry-leading service levels.
• Act as business liaison for operating system enhancements, including organizing prioritization meetings, writing business requirements, testing functionality, and writing system release notes.

Minimum Qualifications

• High School Diploma or GED required; Bachelor's degree in a related field or comparable work experience preferred.
• 2 or more years of project coordination or related experience.
• Prior experience in Financial Aid or other higher education environments and prior business-to-business service experience preferred.
• Advanced MS Office and Adobe skills with extreme attention to detail.
• Prior experience describing system functionality, enhancements, or bugs.
• Demonstrated ability to work independently and in virtual team environments.
• Strong commitment to a growth mindset.
• Fluent in Spanish.

A key member of the client services team, the Client Service Analyst translates complex business problems into clear narratives, documents requirements as user stories, and facilitates communication between frontend and backend development teams, DevOps engineers, and UI/UX designers. Collaborating across Scrum backlogs and client-facing engagements, this role enables development teams to remove blockers and deliver solutions that meet client acceptance criteria and business goals.

Scope of Work

• Interact with clients and build relationships while ensuring their needs are being met.
• Translate complex business problems into easily digestible narratives.
• Facilitate communication between Frontend and Backend development teams, DevOps Engineers, UI/UX Designers, and clients.
• Assist the development team in removing blockers and getting questions answered.
• Document requirements provided by the client as user stories and acceptance criteria in a Scrum backlog.

Professional Experience

• Bachelor's degree in a discipline relevant to analytics and/or client services such as Business, Marketing, Maths, Economics, Political Science, or International Relations.
• Minimum 3 years of post-baccalaureate work experience with a fast-growing or Fortune 500 calibre organization.
• Exceptional analytical and quantitative problem-solving skills.
• Strong track record of tangible work-based achievements.
• Confident in regularly communicating complex ideas to internal teams and external clients both verbally and in writing.
• Willingness to learn from the ground up across diverse backgrounds, including Client Services, Project Management, Sales, and Marketing.

Sustained client adoption of financial services technology depends on the Client Service Analyst, who develops expert-level platform knowledge to support asset managers and issuers with offering creation, setup, and administration. Serving as the point of contact between clients and technology teams, this role advances product delivery and client success by collecting feedback, supporting workflow automations, and ensuring new features are thoroughly tested.

Work Activities

• Provide great client service on a daily basis to drive and increase client adoption and utilization.
• Develop expert-level skills in Financial Services technology to help Asset Managers and Issuers with offering creation, setup, and administration.
• Serve as a point of contact between clients and technology teams for new feature delivery.
• Collect and provide product feedback to technology and operations teams from a client perspective and assist with user workflow automations.
• Work closely with the technology team to ensure that new features are thoroughly designed and tested.
• Provide operational support to sales and marketing teams as needed.

Qualifications & Experience

• Bachelor's Degree in Finance or Economics with no previous professional experience, or 3 years of related work experience, preferably in the financial services industry.
• FINRA Series 7 license would be a plus.
• Strong desire to learn about financial markets, ideally with an interest in private markets.
• High energy and a solutions-creator attitude with the ability to take initiative and add value to clients.
• Ability to navigate a fast-paced work environment across multiple market cycles and deal with ambiguity.
• Excellent written and verbal communication skills.

As the Client Service Analyst, this role refines the delivery of contract-defined reports, investigates complex client inquiries, and supports client engagement meetings for pharmaceutical industry accounts. The data operations team relies on this work to ensure deliverables meet specifications, transmissions are monitored, and clients receive accurate, timely reporting that supports their business decisions.

Delivery Expectations

• Ensure contract fulfillment to specifications of basic and routine reports for defined customers.
• Review client data requirements with the appropriate internal resource to ensure deliverables meet customer specifications, including timeliness and quality.
• Follow data verification protocols and monitor transmission of delivery, notifying clients when complete.
• Assist with the Data Investigation submission process and research, and analyze and respond to client inquiries that may be complex and non-routine in nature.
• Provide support to client engagement meetings virtually or at customer sites.
• Produce ad hoc reports using internal tools on demand and conduct product, services, and process training for clients and other employees.

Education & Experience

• Bachelor's Degree required.
• 2 years of related work experience required, with experience in a relevant industry role and pharmaceutical experience preferred.
• Proficient in PC applications such as Excel.
• Demonstrated problem-solving and analytical abilities.
• Strong customer service skills.
• Ability to communicate effectively with various levels in the organization, both written and orally.

Client Service Analyst oversees triage of client tickets, conducts system testing and data audits, and manages billing tasks including invoice generation and reconciliation for healthcare managed care accounts. The work directly supports accurate data management, vendor coordination, and call center operations that enable timely resolution of client issues across HMO, PPO, and Medicare Part D product lines.

Key Deliverables

• Conduct testing to discover software enhancements or needs and import data into the system as needed.
• Triage client tickets and questions and provide next response time.
• Audit system data from various sources and produce reports with summaries and details.
• Assist the call center by answering inbound calls from specific clients and their employees.
• Resolve data discrepancies with external vendors.
• Perform billing tasks such as invoice generation, posting payments, and reconciling receivables.

Qualifications & Experience

• Healthcare industry background with knowledge of managed care products, including HMO, PPO, and Medicare Part D.
• 2 or more years of professional client-facing experience in analysis and data management.
• Advanced proficiency in MS Excel and other MS Office products.
• Extensive experience with databases, including data interpretation and data manipulation.
• Attention to detail and accuracy.
• Good interpersonal communication skills.

The Client Service Analyst creates solutions to client problems by resolving software issues, conducting testing, and delivering technical information to both technical and non-technical users of banking software products via phone, email, and on-site engagement. Working alongside service and sales teams and key stakeholders, this role supports superior client satisfaction through daily management of multiple internal and external priorities within a collaborative support environment.

Areas of Ownership

• Provide answers and resolve problems for clients via phone, email, or online for software products, including testing, troubleshooting, and implementing necessary configuration changes and updates.
• Partner with clients to provide insight, analysis, and solutions to business problems.
• Actively collaborate with other team members and develop strong working relationships with clients, service and sales teams, and other key stakeholders.
• Manage multiple priorities daily from both external and internal clients in a professional and timely manner.
• Facilitate the transfer of technical information to potentially non-technical clients.
• Drive client satisfaction by proactively managing, troubleshooting, and delivering technical information via phone, online, and on-site with superior interpersonal communication across all stakeholders.

Skills & Qualifications

• 1-4 years of experience in data, information systems, or client-facing roles with strong communication and support skills.
• High-level process knowledge and technical skills relating to software development, networking, database management, SQL programming, application design, and product requirements documentation.
• Highly dependable in delivering effective issue resolution and user technical support utilizing various system software and tools.
• Excellent organizational and time management skills with the ability to work with minimal supervision.
• Special attention to detail.
• Self-starter and self-directed with a belief in continuous learning and ability to collaborate with internal and external stakeholders.

Embedded within a cross-functional data operations team, the Client Service Analyst executes root cause analysis of data quality issues, proposes business rules, and works with development teams to enforce data use standards for existing and new products. Working closely with sales and technical stakeholders, this role coordinates the preparation of internal and external data presentations and contributes directly to the integrity and accuracy of analytical outputs.

Operational Focus

• Aggressively identify potential data quality issues, pinpoint trouble spots in data and processes, assess impact on products, and make recommendations for improvement and necessary business rules.
• Perform research and root cause analysis of data issues and propose necessary business rules or other resolutions.
• Ensure high quality standards for data integrity, accuracy, analysis, and reporting.
• Work closely with cross-functional development teams to help establish and enforce data use standards and documentation for existing and new products.
• Prepare and analyze data presentations for both internal and external publication.
• Represent management in technical meetings.

Requirements

• Strong skills in MS Excel and other data analytics tools.
• Must be a detail-oriented, creative thinker with excellent analytical and problem-solving skills.
• Ability to work with sales to develop solutions for clients.
• Excellent communication skills with people at all levels and a strong team player mindset.
• Confident, energetic self-starter with a high sense of urgency and good follow-through.
• Ability to manage multiple tasks in a rapidly changing environment with excellent time management and organization skills.

Reporting to the Head of Client Services, the Client Service Analyst guides the interpretation and communication of complex data sets to clients, management, and media stakeholders, serving as the primary analyst for an assigned client portfolio. Partnering with data science and product development teams, this role bridges in-depth data engineering and client relationship management by delivering insights, visualizations, and analysis methodologies that elevate client outcomes and business results.

Project Responsibilities

• Serve as the primary analyst for a group of clients and partner with the Client Account Manager to perform analysis, help clients navigate the platform, and drive client satisfaction and success.
• Act as a liaison between the Client Services team and Data Science and Product Teams.
• Take responsibility for delivering insights and visualizations, and work with the design lead to create infographics that succinctly convey meaning to clients.
• Work with the Data Science team to identify patterns and insights in large data sets, form and test hypotheses, and document outcomes.
• Create client deliverables for assigned accounts, leveraging best practices and contributing to gold-standard quality materials across the Client Success organization.
• Gather feedback from clients, serve as an advocate for improving client experience and outcomes, and proactively develop new analysis methodologies and data visualizations.

Experience & Qualifications

• Bachelor's degree in Business, Data Science, or other analytical fields preferred.
• 2 or more years of work experience in a client-facing, analytical role.
• Strong understanding of SQL, BigQuery, and Python to analyze data sets.
• Background in using data to generate insights and drive business results.
• Fluency in communicating complex data sets in simplified, understandable ways with excellent written and verbal communication skills.
• Ability to handle ambiguity and easily prioritize and multitask as a team player who consistently puts client needs first.

Sitting at the intersection of investor relations and fund operations, the Client Service Analyst supports first-class service to current and prospective investors by managing fund information, maintaining the investor portal, and coordinating due diligence questionnaires across multiple internal teams. Operating across risk, portfolio management, compliance, and fund accounting, this role strengthens investor confidence and supports the accuracy of marketing materials and fund reporting that underpin client retention.

Performance Expectations

• Partner with the Investor Relations team to deliver first-class client service to current and prospective investors and help respond to investor queries and process related requests.
• Assist with data requests by liaising with Risk, Portfolio Management, Compliance, and Fund Accounting teams to source relevant information and support clients in submitting fund trade documents.
• Collate investor newsletter draft copy and input from various teams and assist with the management of monthly updates to fund marketing materials.
• Work with investment teams to enhance the content of presentations and firm-wide marketing documents.
• Manage and maintain fund information and NAV reporting to various third-party databases and maintain the investor portal and website in liaison with Compliance and Technology teams.
• Regularly update fund-specific due diligence questionnaires and manage bespoke client DDQ requests, supporting the Marketing team in fielding due diligence questions and coordinating client due diligence meetings.

Background & Experience

• Strong academic background with 1-3 years of relevant work experience and some knowledge of the finance industry.
• Strong technical ability and appreciation for technology and business systems, including solid working knowledge of MS Office, proficiency in Excel, and comfort with querying and manipulating data sets.
• Experience with computer programming languages and delivery or oversight of technology-related projects would be beneficial.
• Highly numerate with an analytical mindset and a keen interest in client servicing and fund management.
• Detail-oriented, diligent, thorough, curious, and with excellent written and verbal communication skills.
• Team player with a can-do attitude, ability to multitask, and respond to rapidly shifting priorities.

A key member of the campus ITS team, the Client Service Analyst consults with faculty, staff, and students to evaluate, implement, and support technology solutions across a complex computing environment that includes desktops, laptops, mobile devices, and enterprise applications. Collaborating across campus constituencies, vendors, and work-study staff, this role elevates the quality of computing environments and enables effective, technology-driven learning and administrative operations.

Core Responsibilities

• Provide evaluation and analysis of issues related to computer systems in use on campus, including desktops, laptops, tablets, mobile devices, and peripherals connecting to enterprise applications through network or cellular connectivity.
• Consult with faculty, staff, and students to identify and implement technologies and solutions best suited to users' short-term and long-term needs, and coordinate ITS resources for implementation and support.
• Maintain current knowledge of the College's complex computing environment and emerging technologies, including technical documentation of operational and configuration procedures and end-user documentation.
• Partner with vendors to analyze and resolve issues related to software, hardware, and audio-visual hardware.
• Assist with oversight of work-study students who staff the Service Desk.
• Communicate and collaborate with campus community members to research and deploy technology resources that provide efficient and effective computing environments.
• Analyze new technologies and recommend appropriate software and hardware solutions to various campus constituencies.

Education & Experience

• Bachelor's or Associate's degree in Information Systems, Computer Science, or related field, or a combination of relevant education, training, certifications, and work experience.
• A+ Certification and Help Desk Institute membership.
• Minimum 2 years of experience providing advanced technical support of Windows and Macintosh computing environments, with Linux experience a plus.
• Demonstrated technical expertise with computer operating systems and applications commonly used with Windows, Macintosh, and Linux platforms, and general network expertise.
• Experience employing Help Desk ticketing systems and asset inventory tools such as TeamDynamix.
• Demonstrated planning, organizational, and project management skills.
• Familiarity with audio, video, and other multimedia technology.
• Ability to collaborate effectively with colleagues across the College to achieve shared goals.

Consistent client satisfaction in student loan servicing depends on the Client Service Analyst, who executes client communications, maintains Loan Tracker data accuracy, and coordinates new contract implementation across appropriate internal departments. Based within the client services function and operating under general supervision, this role supports issue resolution, user testing, and client training that enable accurate, compliant service delivery to school and lender partners.

Job Functions

• Execute client communications and make client calls as directed to understand client priorities, critical functions, and key contacts.
• Identify client needs and solutions through proactive client calls and inquiries, and perform research and data gathering to provide appropriate follow-up, including periodic default rate data challenges.
• Ensure accuracy of Loan Tracker through data review and maintenance and contribute to the publication of a client newsletter.
• Assist in identifying potential solutions to business problems through user interface, analytical skills, and business knowledge, and begin to gather business requirements and process flows for new systems.
• Document all open issues, test results, and problems that arise during testing, and assist in developing and delivering client training of new or modified systems.
• Assist in the implementation of newly executed contracts by communicating with appropriate departments and coordinating welcome calls to new clients.

Minimum Qualifications

• Understanding of school and lender products and services.
• Knowledge and skills working in a computer-based office suite environment with Microsoft Windows or Mac Office required.
• Solid written and verbal communication skills with ability to effectively convey information to individuals or groups and choose appropriate communication methods.
• Basic analytical and problem-solving skills with ability to analyze, identify, and solve problems using sound judgment and implement solutions to address business issues.
• Ability to manage conflicting priorities, handle multiple tasks and projects concurrently, and organize, plan, control, and prioritize work while regularly communicating progress to stakeholders.
• Ability to anticipate, understand, and manage customer expectations and consistently deliver on commitments.
• Can display and promote high standards of ethical conduct consistent with organizational and government standards.

As the Client Service Analyst, this role coordinates the seamless delivery of corporate actions, margin calls, wire processing, and equity reset cash flows for top-tier clients within an equity finance and prime brokerage environment. The operations and client service teams rely on this work to ensure timely settlement, regulatory awareness, and accurate resolution of financing queries that maintain client confidence and operational integrity.

Engineering Responsibilities

• Ensure seamless delivery of Corporate Actions, Margin calls, and resolution of client financing issues.
• Analyze and review major margin swings, oversee margin call issuance, and ensure timely coverage by clients.
• Resolve queries related to upcoming Corporate Action events, paid and accrued dividends, coupon events, and ensure timely receipt of elections.
• Oversee wire processing, manage funding requirements, and resolve cash breaks with clients.
• Ensure timely agreement and settlement of financing and Equity reset cash flows, especially for top-tier clients.
• Liaise with internal teams and clients on new market access documentation and setup, handle client queries on reports and customization, and perform level-1 controls with appropriate escalation of issues.
• Develop a sound understanding of regulatory changes within the industry impacting clients and business, and contribute to operations oversight and technology development assistance.

Knowledge, Skills & Abilities

• Master's Degree in Finance, Science, Maths, IT, Engineering, or similar areas.
• 3 or more years of experience in the finance industry preferred, with a basic understanding of the hedge fund industry and operational aspects of equity markets a plus.
• Strong knowledge of Microsoft Office tools including Excel, Word, and PowerPoint.
• Fluency in English, both oral and written, is mandatory.
• Attention to detail with ability to manage multiple issues simultaneously and work under considerable pressure.
• Strong organizational skills with the ability to manage and meet challenging targets.
• Client focus, ability to work in teams, and resilience under stress.

Client Service Analyst runs the administration of health benefit accounts, including HSAs, FSAs, HRAs, and RRAs, serving as the primary point of contact for employer group clients and coordinating with internal business units to address day-to-day service delivery. The work directly supports proactive issue resolution, account management, and client education that drive customer success and accurate administration across assigned employer group accounts.

Activities

• Manage ongoing contract relationships and service delivery to clients for one or more accounts as the primary point of contact for overall and day-to-day service delivery.
• Build relationships with employer and group clients and represent client internally by coordinating with other business units to implement client systems, complete projects, and address ongoing service needs.
• Work independently to make decisions on management of assigned accounts and proactively address issues from employer groups' HR departments and vendors.
• Act as a resource for others by educating internal and external customers on the correct approach to resolving issues and encouraging best practice options.
• Employ problem-solving techniques daily, communicate escalated issues appropriately to upper management and internal partners, and proactively address possible issues affecting other employer groups.
• Anticipate customer needs, identify solutions, and deliver in-depth information regarding account setup, account funding, and other account aspects.

Position Requirements

• High School Diploma or GED required; Bachelor's Degree preferred.
• 2 or more years of experience with account management and 1 or more years of sales support experience.
• Experience with health accounts including HSAs, FSAs, HRAs, and RRAs.
• Experience with Salesforce.com tools,
• Previous experience in the banking industry preferred.
• Detail-oriented with strong analytical and problem-solving skills that comply with operational regulations.
• Basic, structured, and standard approach to work, with the ability to keep all company sensitive documents secure.