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, Investment & Asset Management, and Retail, with eTeam, Walgreens, and Edward Jones hiring at this level now.
Find JobsOverview
Showing 5 of 10+ Mid Level Client Service Analyst jobs
Job Title: Operations Analyst
Location: New York City, NY
Duration: 12 Months
Responsibilities:
- Responsible for overseeing the onboarding process for new Clients and maintaining existing relationships as part of the end-to-end client coordination process
- Establish end-to-end client management processes and enforce through policies and procedures
- Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory)
- Responsible for regulatory requirements collection, review and adherence
- Ensure internal/external systems setup
- Oversee the mitigation of risks related to the processes; facilitate escalations when required
- Participate, as needed, in external & internal audits of the Bank’s functions and processes
- Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion
- Monitor the ongoing production process and the effective utilization of resources
- Act on feedback from client reviews to maintain client satisfaction
- Assist in dealing with technical queries from clients / auditors / internal stakeholders
- Take responsibility for personal development and training
Minimum Required Qualifications:
- 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience
- Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA’s, ETSA, Options Agreements etc.)
- Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles
- Good interpersonal and communication skills
Preferred Qualifications:
- Strong functional expertise in one or more areas (Risk, Legal, Due Diligence, Client Management, Operations)
- Deep understanding of banking regulations and operations
Job Title: Operations Analyst
Location: New York City, NY
Duration: 12 Months
Responsibilities:
- Responsible for overseeing the onboarding process for new Clients and maintaining existing relationships as part of the end-to-end client coordination process
- Establish end-to-end client management processes and enforce through policies and procedures
- Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory)
- Responsible for regulatory requirements collection, review and adherence
- Ensure internal/external systems setup
- Oversee the mitigation of risks related to the processes; facilitate escalations when required
- Participate, as needed, in external & internal audits of the Bank’s functions and processes
- Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion
- Monitor the ongoing production process and the effective utilization of resources
- Act on feedback from client reviews to maintain client satisfaction
- Assist in dealing with technical queries from clients / auditors / internal stakeholders
- Take responsibility for personal development and training
Minimum Required Qualifications:
- 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience
- Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA’s, ETSA, Options Agreements etc.)
- Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles
- Good interpersonal and communication skills
Preferred Qualifications:
- Strong functional expertise in one or more areas (Risk, Legal, Due Diligence, Client Management, Operations)
- Deep understanding of banking regulations and operations
See All 10 Mid Level Client Service Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Client Service Analyst Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Retail
- Staffing & Recruiting
- Technology & Software
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 eTeam, Walgreens, and Edward Jones, based on current listings on Migrate Mate as of August 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 67% of mid level client service analyst openings are remote or hybrid as of August 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, Investment & Asset Management, and Retail, based on current listings on Migrate Mate as of August 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.