Client Service Analyst Jobs
Client Service Analyst jobs are open across financial services, healthcare, insurance, and technology, at every level from entry-level to senior and lead, with specializations in account management, data analysis, and relationship management. Find a role that fits below and apply directly.
Find Client Service Analyst JobsLooking for remote work? View remote client service analyst jobs →Overview
Showing 5 of 232+ Client Service Analyst jobs
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Assists Wealth Advisors in identifying prospective clients.
- Acts as the key service contact for clients.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Make suggestions about how to improve the overall service interaction for prospects and clients.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal / external stakeholders.
- Ensures alignment between stakeholders.
- Prepares reports for financial plans; inputs appropriate data according to established guidelines.
- Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.
- Participates in account review process and completion of required action items.
- Organizes client files and ensures proper documentation.
- Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
- Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
- Supports the achievement of the business plan within the designated territory / region.
- Collaborates effectively with internal stakeholders to build capability and drive business growth.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- General knowledge of financial planning and wealth management.
- Working towards a financial planning designation preferred.
- Proficiency in office software and sales management software.
- Comfortable exploring beyond one's area of technical expertise (i.e. discipline).
- A willingness and aptitude to influence and recognize new business opportunities.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary :
$45,000.00 - $83,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Application Deadline:
Address:
320 S Canal StreetJob Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
- Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
- Assists Wealth Advisors in market research of client and prospects.
- Assists Wealth Advisors in identifying prospective clients.
- Acts as the key service contact for clients.
- Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
- Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
- Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
- Make suggestions about how to improve the overall service interaction for prospects and clients.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Builds effective relationships with internal / external stakeholders.
- Ensures alignment between stakeholders.
- Prepares reports for financial plans; inputs appropriate data according to established guidelines.
- Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.
- Participates in account review process and completion of required action items.
- Organizes client files and ensures proper documentation.
- Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
- Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.
- Supports the achievement of the business plan within the designated territory / region.
- Collaborates effectively with internal stakeholders to build capability and drive business growth.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- General knowledge of financial planning and wealth management.
- Working towards a financial planning designation preferred.
- Proficiency in office software and sales management software.
- Comfortable exploring beyond one's area of technical expertise (i.e. discipline).
- A willingness and aptitude to influence and recognize new business opportunities.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Salary :
$45,000.00 - $83,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Client Service Analyst Jobs by Experience Level
Top Cities Hiring Client Service Analysts
Explore client service analyst openings in the cities hiring most right now.
See All 232+ Client Service Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Service Analyst JobsClient Service Analyst Job Market
Who's Hiring
- CVS Health33
- Morgan Stanley17
- JPMorganChase8
- BMO Financial5
- Citi4
Top Industries Hiring
- Investment & Asset Management23
- Banking & Financial Services14
- Law & Legal Services8
- Technology & Software6
- Consulting & Professional Services6
What Employers Look For
The qualifications that appear most often in client service analyst jobs.
- Bachelor's degree in business, finance, communications, or a related field
- Proficiency in CRM software such as Salesforce or similar platforms
- Strong analytical skills with experience interpreting data and generating reports
- Excellent written and verbal communication skills for client-facing interaction
- Two or more years of experience in a client service or account management role
- Familiarity with Microsoft Excel, including data organization and basic modeling
Tips for Your Client Service Analyst Job Search
Tailor your resume to the data
Client service analyst roles expect quantifiable outcomes. Reframe your experience around metrics like retention rates, resolution times, or portfolio size. Recruiters scanning for analysts want to see numbers, not just descriptions of duties you handled.
Apply early to roles that fit
Migrate Mate lists client service analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target industries that match your tools
Financial services and insurance firms often require CRM proficiency and reporting experience. If your background is in a specific platform, filter your search to industries where that tool is standard so your experience translates without explanation.
Showcase cross-functional communication examples
Hiring managers for client service analyst roles weigh your ability to translate client needs to internal teams. Prepare two or three examples where you bridged a client-facing issue with an operational or technical resolution and describe the outcome clearly.
Ask the right questions in your interview
During the interview, ask how the team measures client satisfaction and what the escalation process looks like. These questions signal that you think operationally, not just reactively, which separates strong candidates from those who only discuss past experience.
Negotiate by anchoring to scope, not title
When discussing compensation, frame your ask around the scope of the portfolio you'll manage, the complexity of the clients, or the reporting responsibilities involved. Anchoring to scope gives you more leverage than pointing to your current title alone.
Client Service Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most client service analysts?
The most active employers for client service analysts right now are CVS Health, Morgan Stanley, and JPMorganChase, and the most openings are in Texas, New York, and California, based on current listings on Migrate Mate as of August 2026. Financial services, insurance, and technology firms consistently account for a large share of active postings.
How many client service analyst jobs are remote?
About 69% of client service analyst openings are fully remote or hybrid as of August 2026, with the highest remote share in roles focused on data reporting, account monitoring, and back-office client support rather than in-person relationship management or on-site client visits.
How do you become a client service analyst?
Most client service analyst roles start with a bachelor's degree in business, finance, or a related field. From there, building hands-on experience in a customer-facing or account support role helps you develop the communication and analytical skills employers look for. Learning a major CRM platform and practicing data reporting strengthens your candidacy. Many analysts move into the role from customer service, operations, or administrative positions within the same industry.
Can you get hired as a client service analyst with little experience?
Yes, entry-level client service analyst roles exist, especially in financial services and insurance, where firms hire candidates who demonstrate strong communication skills and basic data literacy even without years of direct experience. Internships, customer service roles, or exposure to CRM tools can substitute for formal analyst experience. Emphasizing your ability to manage client communication, organize information, and work cross-functionally makes a stronger case than trying to match every listed requirement.
What does the client service analyst interview process look like?
The process typically starts with a phone screen focused on your background in client-facing or analytical roles, followed by one or two structured interviews covering behavioral questions, scenario-based problems, and questions about how you handle difficult clients or competing priorities. Some employers include a brief skills assessment testing your data interpretation or written communication. Final rounds often involve a hiring manager and a team lead, with emphasis on how you approach client relationship management.
Where can I find and apply to client service analyst jobs?
You can find and apply to client service analyst jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background, then apply directly to each one that fits.
See All 232+ Client Service Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Service Analyst Jobs