Client Service Analyst Jobs in New York
Client Service Analyst jobs in New York are among the most active in the country, concentrated in financial services, asset management, investment banking, and insurance across a seniority range from entry-level associate through senior analyst. The heaviest hiring is in New York City, with additional demand in Westchester and Long Island, where firms like JPMorgan Chase, Citigroup, and BlackRock maintain large client-facing operations. The most in-demand specialties are wealth management client service, institutional relationship support, and brokerage operations. Find a role that fits below and apply directly.
Find Client Service Analyst JobsOverview
Showing 5 of 13+ Client Service Analyst jobs
INTRODUCTION
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
ABOUT THE ROLE
Brown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In this role, you will be responsible for assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices. You will be responsible for providing consolidated and custom reports in a timely and accurate manner. You will work directly with Relationship Managers and 3rd party advisors. You will handle all client inquiries and resolve issues related to reporting. To be successful, you will need expertise using eMoney, strong technical and interpersonal skills, communication skills and knowledge of private and alternative assets. Our ideal candidate is determined to tackle problems, can skillfully coordinate internal teams, and loves working directly with relationship teams.
Some of your key responsibilities include:
- Working directly with the front office on client reporting.
- Become a subject matter expert on eMoney to serve as the primary point of contact for escalation of all issues.
- Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting.
- Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations.
- Working with an internal performance team to reconcile accounts in eMoney.
- Report on internal and external private investments.
- Working with internal groups to integrate systems and workflows.
- Identifying trends and recommending process improvements to increase efficiency.
- Collaborate with various parts of the organization to resolve client issues.
- Work in complex data sets to identify and resolve data and calculation discrepancies.
- Assist more junior members of the team on inquiries and issues that come up.
BASIC QUALIFICATIONS
- BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments and eMoney software.
- Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas.
- Experience with Addepar, Navigator, First Rate and Sungard AddVantage a plus.
- Strong knowledge of performance and financial reporting.
- Strong knowledge of private investments (private equity, venture capital, private real estate) and being able to track and report on them.
- Ability to analyze monthly performance returns and market value changes to ensure accuracy.
- Working knowledge of performance analysis concepts.
- Ability to identify, escalate, and resolve problems/issues.
- Avid learner willing to develop subject matter expertise on new software.
- Strong written and verbal communication skills.
- Excellent attention to detail, time management, and organizational skills.
- Ability to meet tight deadlines and work under pressure.
- Proactive self-starter who is goal oriented.
- Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment.
LOCATION
This role is based in our New York location and will be a hybrid role, with a minimum of 3 days per week in office.
COMPENSATION
- Salary Range: $75k-$85k + annual bonus target
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.
ABOUT BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
INTRODUCTION
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
ABOUT THE ROLE
Brown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In this role, you will be responsible for assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices. You will be responsible for providing consolidated and custom reports in a timely and accurate manner. You will work directly with Relationship Managers and 3rd party advisors. You will handle all client inquiries and resolve issues related to reporting. To be successful, you will need expertise using eMoney, strong technical and interpersonal skills, communication skills and knowledge of private and alternative assets. Our ideal candidate is determined to tackle problems, can skillfully coordinate internal teams, and loves working directly with relationship teams.
Some of your key responsibilities include:
- Working directly with the front office on client reporting.
- Become a subject matter expert on eMoney to serve as the primary point of contact for escalation of all issues.
- Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting.
- Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations.
- Working with an internal performance team to reconcile accounts in eMoney.
- Report on internal and external private investments.
- Working with internal groups to integrate systems and workflows.
- Identifying trends and recommending process improvements to increase efficiency.
- Collaborate with various parts of the organization to resolve client issues.
- Work in complex data sets to identify and resolve data and calculation discrepancies.
- Assist more junior members of the team on inquiries and issues that come up.
BASIC QUALIFICATIONS
- BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments and eMoney software.
- Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas.
- Experience with Addepar, Navigator, First Rate and Sungard AddVantage a plus.
- Strong knowledge of performance and financial reporting.
- Strong knowledge of private investments (private equity, venture capital, private real estate) and being able to track and report on them.
- Ability to analyze monthly performance returns and market value changes to ensure accuracy.
- Working knowledge of performance analysis concepts.
- Ability to identify, escalate, and resolve problems/issues.
- Avid learner willing to develop subject matter expertise on new software.
- Strong written and verbal communication skills.
- Excellent attention to detail, time management, and organizational skills.
- Ability to meet tight deadlines and work under pressure.
- Proactive self-starter who is goal oriented.
- Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment.
LOCATION
This role is based in our New York location and will be a hybrid role, with a minimum of 3 days per week in office.
COMPENSATION
- Salary Range: $75k-$85k + annual bonus target
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.
ABOUT BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
See All 13 Client Service Analyst Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Client Service Analyst JobsClient Service Analyst Jobs by City in New York
Where New York roles are concentrated, by current openings.
Client Service Analyst Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Morgan Stanley4
- Veeva Systems3
- Goldman Sachs2
- Brown Brothers Harriman1
- CVS Health1
Top Industries Hiring
- Investment & Asset Management5
- Technology & Software4
- Banking & Financial Services1
- Consulting & Professional Services1
- Healthcare & Medical Services1
What New York Employers Look For
The qualifications that appear most often in client service analyst jobs across New York.
- Bachelor's degree in finance, business, or a related field required
- One to three years of client service or financial services experience preferred
- Proficiency in CRM platforms such as Salesforce or equivalent systems required
- Strong written and verbal communication skills for client-facing correspondence
- Familiarity with brokerage operations, trade settlement, or account administration
- FINRA Series 7 or Series 63 license preferred for roles at broker-dealer firms
Client Service Analyst Jobs in New York: Frequently Asked Questions
How do you become a client service analyst in New York?
Most client service analyst roles in New York require a bachelor's degree in finance, business, economics, or a related field. While no state-issued license is mandatory for all positions, many firms in New York's financial services sector expect candidates to hold or obtain FINRA registrations such as the Series 7 or Series 63. Gaining experience through internships at New York financial institutions or insurance companies strengthens most applications considerably.
How much do client service analysts make in New York?
Client service analysts in New York earn a median of about $48,000 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $36,270 for the lowest 10% to over $76,280 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire client service analysts in New York?
Employers hiring client service analysts in New York right now include Morgan Stanley, Veeva Systems, and Goldman Sachs, based on current listings on Migrate Mate as of June 2026. New York's concentration of global banks, asset managers, and insurance carriers means consistent demand for this role across both large institutions and boutique advisory firms.
Which New York cities have the most client service analyst jobs?
New York, Albany, and New York have the most client service analyst openings in New York. New York City drives the majority of demand given its density of financial services headquarters, investment banks, and wealth management firms, while areas like White Plains and Garden City reflect the suburban offices of large institutions that extend their client operations beyond Manhattan.
Are there remote client service analyst jobs in New York?
Yes, and more than many comparable roles. About 8% of client service analyst openings tied to New York are remote or hybrid as of June 2026, reflecting the desk-based and communication-heavy nature of the work. Responsibilities such as account inquiries, reporting, and relationship correspondence are most commonly performed remotely, while roles involving in-person client meetings or trading floor support typically require on-site presence.
How can I get hired as a client service analyst in New York with little or no experience?
The most realistic entry path is applying to operations associate or client associate roles at New York-based banks, brokerage firms, or asset managers, which are designed for candidates without direct client service analyst experience. Firms like Fidelity, Vanguard's New York offices, and regional broker-dealers regularly hire new graduates into rotational or associate programs that lead to analyst roles. Earning a FINRA Series 63 license before applying gives candidates a measurable edge. Lateral moves from account servicing, banking operations, or financial customer support roles are also common entry points.
Where can I find and apply to client service analyst jobs in New York?
You can find and apply to client service analyst jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Find roles that fit your experience and location and apply directly to each listing.
See All 13 Client Service Analyst Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Client Service Analyst Jobs