Client Analyst Jobs

Client Analyst jobs are open across financial services, consulting, healthcare, and technology, from entry-level to senior and lead, with specializations in portfolio analysis, relationship management, and data reporting. Scan the live roles below and apply to whichever ones fit.

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Overview

Open roles233+
Top stateNew York
Top employerMorgan Stanley
Top cityNew York, NY
Work type52% Hybrid
Top industryBanking

Showing 5 of 233+ Client Analyst jobs

Client Transaction Services Summer Analyst - San Francisco - NAELFY27
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New 1h ago
Client Transaction Services Summer Analyst - San Francisco - NAELFY27
Logic, Inc.
San Francisco, California
Business Analysis
Data Analytics
Quality Assurance & Testing (QA Testing)
$21.39 - $64.23/hr
Bachelor's degree in finance
11-50

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Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE
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New 5h ago
Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE
EY
New York, New York
Business Analysis
Project & Program Management
Project Management
$76k - $142k/yr
Bachelor's degree
10,000+

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Associate Client Support Analyst
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New 5h ago
Associate Client Support Analyst
CereCore
Nashville, Tennessee
Business Analysis
Compliance & Legal
Project Management
$20 - $21/hr
Remote (US)
Bachelor's degree
201-500

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Financial Operations Analyst, Client Accounting
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New 17h ago
Financial Operations Analyst, Client Accounting
Action Property Management
Irvine, California
Compliance & Risk
Cybersecurity Operations
Security & Protective Services
$85k - $110k/yr
Hybrid
Master's degree in business administration
1,001-5,000

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Client Service Analyst
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New 17h ago
Client Service Analyst
UnitedHealthcare
Saint Petersburg, Florida
Program Management
Project & Program Management
Project Management
$24 - $43/hr
On-Site
Managed care
10,000+

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Client Analyst Job Market

Who's Hiring

  • Morgan Stanley42
  • Akerman LLP6
  • Cardinal Health6
  • Clearwater Analytics (CWAN)6
  • JPMorganChase5

Top Industries Hiring

  • Banking & Financial Services
  • Investment & Asset Management
  • Distribution & Wholesale
  • Healthcare & Medical Services
  • Insurance

What Employers Look For

The qualifications that appear most often in client analyst jobs.

  • Bachelor's degree in finance, business, economics, or a related field
  • Proficiency in Excel, Salesforce CRM, or comparable reporting tools
  • One to three years of client-facing or account management experience
  • Strong written and verbal communication skills for client deliverables
  • Experience building and presenting financial or operational reports
  • Familiarity with data visualization tools such as Tableau or Power BI

Tips for Your Client Analyst Job Search

Tailor your resume to client-facing metrics

Client analyst roles are evaluated on outcomes, so quantify your impact on client retention, reporting accuracy, or account growth. Hiring managers in this role read past bullet points that only describe tasks without showing results.

Apply early to roles that fit

Migrate Mate lists client analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.

Match your resume to the vertical

A client analyst resume for a wealth management firm reads differently from one targeting a SaaS company. Reframe your experience around the specific client base, whether that is institutional investors, enterprise accounts, or small business owners.

Flag your data and reporting tools prominently

Job postings for client analysts frequently screen for proficiency in Excel, Salesforce, Tableau, or SQL. Put the tools you actually use near the top of your skills section so they appear before a recruiter stops reading.

Prepare a client scenario story for interviews

Expect at least one behavioral question about managing a difficult client or a reporting error. Walk the interviewer through your specific actions and what the client outcome was, not just what you would do hypothetically.

Negotiate by anchoring to scope, not just title

If the offer is lower than expected, point to the breadth of accounts you will manage or the complexity of deliverables rather than competing offer numbers. Scope-based negotiation lands better in client-facing roles than pure market comparisons.

Client Analyst Jobs: Frequently Asked Questions

Which companies are hiring the most client analysts?

The most active employers for client analysts right now are Morgan Stanley, Akerman LLP, and Cardinal Health, and the most openings are in New York, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Financial services firms and consulting companies tend to maintain the most consistent demand for this role throughout the year.

How many client analyst jobs are remote?

About 77% of client analyst openings are fully remote or hybrid as of November 2026, with availability varying by industry and seniority. Roles focused on data reporting, portfolio analysis, and internal client support tend to offer the most remote flexibility, while positions requiring regular in-person client meetings are more likely to be on-site.

How do you become a client analyst?

Start with a bachelor's degree in finance, business, or a related field, then build experience in customer-facing or data-reporting roles, even through internships or coordinator positions. Develop proficiency in CRM platforms and Excel. Pursue certifications in financial analysis or project management if your target industry values them, then apply to entry-level client analyst openings directly.

Can you get a client analyst job with little experience?

Yes, entry-level client analyst roles exist specifically for candidates with limited direct experience. Employers in this category prioritize demonstrated communication skills, comfort with data tools, and any client-facing work, including retail, support, or internship roles. Framing coursework projects or internships around client outcomes and reporting will strengthen an application more than years of general experience.

What does the client analyst interview process look like?

Most client analyst interviews include an initial screening call, a technical or skills assessment covering data analysis or reporting tools, and a final round of behavioral interviews focused on client scenarios. Some employers add a case study or a sample deliverable exercise. The process usually moves over two to four weeks and prioritizes communication skills alongside technical competency.

Where can I find and apply to client analyst jobs?

You can find and apply to client analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and industry focus, then apply directly to each listing that fits your background and goals.

See All 233+ Client Analyst Jobs

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Find Client Analyst Jobs