Mid Level Client Service Analyst Jobs
Mid level client service analyst jobs call for professionals ready to own client relationships end to end, guide junior team members, and resolve complex issues without close supervision. Roles are spread across on-site, hybrid, and remote settings in Banking & Financial Services, Technology & Software, and Construction & Real Estate, with BMO Financial, Citi, and Western Alliance Bank hiring at this level now.
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INTRODUCTION
The Futures & OTC Client Service Sr Analyst is an intermediate level position responsible managing the front to back operational client relationship for our Futures and OTC clearing clients. This often requires coordination with the other internal Operations, Sales and other members of front office. The overall objective of this role is to provide white glove service to our clients and be their main point of contact for all operational queries.
Responsibilities:
- Serve as the clients go to person for all operational items while driving resolution in a timely manner
- Resolve complex process problems which require an in-depth evaluation of basic securities processing procedures and industry standards
- Offer advanced solutions for assigned securities processing areas
- Drive client automation and decrease high risk manual touch points
- Serve as the client's expert for all items related to their futures clearing
- Provide white glove client service for the entire client relationship and ensure operational items are closed out on a timely basis
- Assist with the development of new processes that will focus on streamlining the client service team's tasks
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
BASIC QUALIFICATIONS
- 5-8 years of relevant experience
- Consistently demonstrates clear and concise written and verbal communication skills
- Self-motivated and have the ability to critically think through complex client issues while driving resolution
- Ability to collaborate across multiple streams of business
Education
- Bachelor’s Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Operations - Transaction Services
Job Family: Securities and Derivatives Processing
Time Type: Full time
Primary Location: Jersey City New Jersey United States
Primary Location Full Time Salary Range: $98,960.00 - $148,440.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Mid Level Client Service Analyst Jobs: Frequently Asked Questions
How do I get a mid level client service analyst job?
Position your existing experience around ownership and outcomes: highlight accounts you managed independently, escalations you resolved, and process improvements you drove. Tailor your resume to show client retention results, cross-functional coordination, and any mentoring you have done. Mid level postings look for analysts who can operate with minimal oversight, so lead with evidence of that, not just task completion.
Which companies hire mid level client service analysts?
Companies hiring mid level client service analysts right now include BMO Financial, Citi, and Western Alliance Bank, based on current listings on Migrate Mate as of July 2026. At this experience level, hiring comes from a mix of financial services firms, technology companies, and large enterprises that maintain dedicated client success or service operations teams.
Are there remote mid level client service analyst jobs?
Yes, though availability varies by industry and employer. About 100% of mid level client service analyst openings are remote or hybrid as of July 2026, making this one of the more flexible roles at this experience level. Client-facing responsibilities sometimes require occasional on-site presence, so review scheduling expectations before applying.
How do I move up to a mid level client service analyst role?
Growth from entry level to mid level comes from deliberately expanding your scope over time. Take on larger or more complex client accounts, volunteer to lead small projects, and document measurable outcomes like retention rates or resolution times. Building skills in data analysis, CRM platforms, and internal reporting signals readiness for greater ownership, which is what mid level roles require.
Which industries hire the most mid level client service analysts?
Mid Level client service analyst roles concentrate in Banking & Financial Services, Technology & Software, and Construction & Real Estate, based on current listings on Migrate Mate as of July 2026. These sectors tend to maintain large client bases and recurring service relationships, creating consistent demand for analysts who can manage accounts independently and contribute to retention at a meaningful scale.