177 client analyst jobs at 47 companies in Newton, MA
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Provide client support for financial advisors, execute money movements, maintain client documentation, use Microsoft Office and firm systems; willingness to obtain Series 7 and Series 63/65 or Series 66.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills, attention to detail, interpersonal skills, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2mo
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Client Transitions Analyst
Boston or Needham
$80k-$150k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years investment industry experience, exposure to investment operations and risk management preferred; strong analytical, communication, and problem-solving skills; able to work independently and with global teams.
2w
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Sr. Client Services Analyst, Strategic Accounts
Boston or Hershey or New York City
$73k-$80k/yr RemoteFull Time
3+ YOEBachelor's or 3+ years relevant experience; experience with syndicated/panel data; BI and analytics skills; strong communication and client relationship abilities.
Numerator’s Insights, Nielsen, IRI, NPD, Dunnhumby, Microstrategy, Tableau, QlikView, Business Objects, ChatGPT, Copilot, Gemini
4d
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Client Services Analyst III
Maryland or Boston or Bloomington or Houston
RemoteFull Time
5+ YOE5+ years related experience, high school diploma required (BA preferred), strong banking operations and regulatory knowledge, TranStar experience preferred, intermediate communication skills.
TranStar
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Sr Client Admin Analyst
Minneapolis or Boston
$67k-$75k/yr HybridFull Time
3+ YOEAssociate's degree or equivalent, 3+ years experience, strong oral/written communication, problem solving, portfolio accounting/investment operations knowledge, ability to work under pressure and with limited direction.
2w
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CRE & Client Solutions Analyst, CoStar Debt Solutions
Boston, Massachusetts, United States
$81k-$109k/yr OnsiteFull Time
3+ YOEBachelor's preferred in Finance/Real Estate,3+ years CRE/banking/insurance/investment experience,client-facing skills,strong communication,proficiency with Excel,Word,PowerPoint and AI tools.
AI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, Python
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Client Policy Analyst - Compensation (remote)
New York or Phoenix or Houston or Edgewood or Pittsburgh or Newark or El Dorado Hills or Boston or Toronto or Chicago or Coppell
$80k-$90k/yr RemoteFull Time
2+ YOEBachelor’s degree in Finance, Economics, Accounting, Business, or related field; 2+ years executive compensation research; strong knowledge of US executive compensation and governance; analytical, written and verbal communication skills; ability to collaborate in a team.
2w
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CRE & Client Solutions Analyst, CoStar Debt Solutions
Boston, Massachusetts, United States
$81k-$109k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred (Finance, Real Estate, or related),3+ years CRE/banking/insurance/investment experience (or 3 years with a completed Masters),client-facing experience,Excel/Word/PowerPoint and AI tool proficiency,strong communication and analytical skills.
AI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, Python
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
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Client Service Operations Analyst
Boston, Massachusetts, United States
$90k-$180k/yr HybridFull Time
Wellington Management: Manages investment portfolios and provides financial research for institutions.
3+ YOE3+ years financial services experience, capital markets operations knowledge, strong communication and problem-solving, familiarity with productivity and low-code tools; organized self-starter.
Copilot, Power Automate, Python, High Gear, Alteryx
2w
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Senior Client Operations & LPM Analyst
New York or Boston or Chicago or Washington
$117k-$195k/yr HybridFull Time
5+ YOEBachelor's degree and 5+ years in a law firm, corporate legal department, or large organization; strong analytics, Excel and BI skills; project management and communication skills.
Microsoft Excel, MicroStrategy, HighQ
1w
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Sr. Client Service Analyst, ITS-Service Desk
Boston, Massachusetts, United States
$27-$38/hr OnsiteFull Time
5+ YOE5+ years help desk/IT support experience, bachelor’s degree preferred in computer field, HDI certification a plus, strong communication, organization, and call center technology knowledge.
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Senior Client Services Account Analyst – Private Wealth and Retirement
Wilmington, Massachusetts, United States
$64k-$114k/yr HybridFull Time
2+ YOE2+ years retirement plan administration or related experience, strong Excel and CRM skills, ability to load/reconcile large data sets, attention to detail, and strong communication skills.
Microsoft Excel, ASC, CRM
4w
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Principal Analyst - Technology Resilience
Cambridge or Connecticut or Chicago or Washington or Philadelphia or Washington or Atlanta or New York City or California or Charlotte
$141k-$229k/yr OnsiteFull Time
10+ YOE10+ years of senior practitioner, consultant, or analyst experience in technology resilience, strong client advisory and communication skills, deep technical knowledge of cloud, storage, backup, and resilience practices.
1mo
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Client Focused Data Analyst, Performance Marketing
Boston or New York City
HybridFull Time
1+ YOE1+ year analytics experience, bachelor’s degree or equivalent, native-level English, proficiency in SQL, Python, and Tableau, strong statistics and A/B testing knowledge, data storytelling and stakeholder management skills.
SQL, Python, Tableau
3w
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Addepar Analyst - Family Office Client Services & Reporting
New York or Philadelphia or Boston
$65k-$90k/yr HybridFull Time
3+ YOEBS/BA and 3+ years relevant experience; Addepar expertise required; advanced Excel and PowerPoint; knowledge of performance, financial reporting and private investments; strong communication and analytical skills.
Addepar, Microsoft Excel, Microsoft PowerPoint, First Rate, Sungard AddVantage
3w
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Client Operations - Americas Servicing (Wirehouse) - Senior Analyst/Associate
Boston, Massachusetts, United States
$80k-$140k/yr OnsiteFull Time
3+ YOEBachelor's degree,3+ years investor-relations or similar experience in alternative investments; strong alternatives knowledge; Microsoft Office proficiency; CRM experience preferred; Series 7 and 63 preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
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Systematic Fixed Income Portfolio Analyst – Client Role
Boston, Massachusetts, United States
$100k-$130k/yr HybridMultiple Commitments Available
Altbanq: Provides small business financing and payment processing solutions.
1+ YOEBachelor’s or Master’s in quantitative discipline; 1–4 years in portfolio analytics or related fields; knowledge of fixed income, macro analysis, or systematic strategies; ML/cloud/data tools a plus.
Fixed income analytics, Machine learning, Cloud technologies, Data engineering, Portfolio reporting tools
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Chief Analyst
Newton or United States
$170k-$190k/yr HybridFull Time
10+ YOE10+ years' experience in the data center ecosystem, strong technical insight, quantitative research and forecasting skills, excellent written and verbal communication, ability to travel internationally and work with global clients.
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