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Client Service Analyst

  • Massachusetts, Boston

  • 07/09/2026

  • Contract

  • Active

Job Description:

  • Job Summary
    The Client Service Analyst provides operational and analytical support to client service teams, ensuring accurate documentation, efficient processing, and high-quality customer interactions. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

    Key Responsibilities
    1. Support client service teams by processing documentation and ensuring accuracy of inbound and outbound materials
    2. Perform account reviews and reconcile client data for accuracy and compliance
    3. Communicate with clients in writing and verbally regarding account activities and documentation
    4. Prepare reports and metrics to support operational and client service needs
    5. Identify and escalate issues to ensure timely resolution and maintain service quality
    6. Collaborate with cross-functional teams to improve processes and client satisfaction
    7. Maintain compliance with company policies, procedures, and regulatory requirements

    Required Qualifications
    1. Bachelor’s degree in Business, Finance, or related field
    2. Minimum 2–3 years of client service or operations experience
    3. Strong written and verbal communication skills
    4. Proficiency in Microsoft Office and data management tools
    5. Ability to analyze data and provide actionable insights
    6. Strong attention to detail and organizational skills

    Preferred Qualifications
    1. Experience in financial services or client account management
    2. Familiarity with CRM systems and workflow automation tools
    3. Background in process improvement initiatives

    Certifications
    1. None required; certifications in financial services or client relationship management are a plus

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