46 client services analyst jobs at 24 companies in Boston, MA
5d
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Client Services Analyst, Field Services
Brighton, Massachusetts, United States
$49k-$68k/yr FieldFull Time
1+ YOEHigh school diploma and 1-3 years of IT support experience required, with PC and Macintosh troubleshooting. ServiceNow, healthcare IT, A+ and ITIL Foundations experience preferred.
ServiceNow, Cisco, Windows Active Directory, Microsoft Exchange, Remote Assist, DameWare, CITRIX, DHCP, VPN, VDI, VMware, SCCM, PC, Macintosh, LAN/WAN
1w
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Client Services Analyst III
Maryland or Boston or Bloomington or Houston
$83k-$90k/yr RemoteFull Time
5+ YOE5+ years related experience, high school diploma required, Bachelor's preferred; intermediate-advanced banking operations and regulatory knowledge; TranStar experience preferred; strong communication skills.
TranStar
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
3mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2mo
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Client Relationship Analyst
Boston, Massachusetts, United States
$34k-$90k/yr OnsiteFull Time
Provide client support and administrative services for financial advisory teams; HS diploma required, college degree preferred; Series 7/66/63/65 licenses or willingness to obtain; strong MS Office skills.
Microsoft Office
1mo
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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
1mo
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Investor Services Analyst
Boston, Massachusetts, United States
$80k-$150k/yr HybridFull Time
Wellington Management: Manages investment portfolios and provides financial research for institutions.
3+ YOE3+ years in investment management client service or operations, college degree required, strong communication, project management, relationship skills; Python/SQL advantageous.
Python, SQL
1mo
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Investor Services Analyst
Boston, Massachusetts, United States
$80k-$150k/yr HybridFull Time
3+ YOEBachelor's degree required; 3-5 years investment management client service or operations experience; experience with US Registered/40 Act interval and tender offer funds preferred; strong communication, relationship building, project management and quantitative skills; Python/SQL advantageous.
Python, SQL
2mo
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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.
2d
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Client Service Analyst I-TH
Boston or United States
$40k-$50k/yr HybridFull Time
Bachelor's degree, analytical ability, attention to detail, Microsoft Office proficiency, communication, organization, and ability to learn systems quickly; SQL, data visualization, and advanced Excel are preferred.
Microsoft Office Suite, SQL
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
2mo
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Advisory Services Analyst - Medicare Value-Based Care (Remote Eligible)
United States or Cambridge or Chicago or Princeton or Washington
$70k-$90k/yr RemoteFull Time
4+ YOEMaster's in a related field or bachelor's plus 4+ years in health policy/research; strong understanding of Medicare value-based care, analytic skills (quant/qual), excellent communication, organization, and client-facing ability.
2w
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Analyst - Global Fund Services Operations Service Delivery
Boston, Massachusetts, United States
$68k-$90k/yr OnsiteFull Time
Baseline fund servicing knowledge, active listening and client-facing skills, experience with continuous improvement and design thinking, and cybersecurity awareness.
5d
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Solutions Analyst I
Boston or Waltham
$65k-$75k/yr HybridFull Time
0+ YOEBachelor’s degree or 0–2 years in customer service or technology; strong client-facing communication, problem-solving, analytical skills, initiative, and ability to handle increasing responsibility.
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
1w
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Managing Behavior Analyst
Roxbury, Massachusetts, United States
$84k-$99k/yr FieldFull Time
BCBA/LABA required, valid driver\u00039s license and reliable transportation, ability to travel up to 1 hour, perform physical client management, strong communication and problem-solving skills.
4d
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Product Specialist Analyst
Boston, Massachusetts, United States
$75k-$85k/yr HybridFull Time
1+ YOEBachelor’s degree and 1–3 years of relevant experience preferred. Requires strong analytical, research, communication, organizational, client service, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Salesforce, Juniper Square, Dynamo, DealCloud, Preqin, Burgiss, S&P Global Market Intelligence, Money Market Directory (MMD), WITH Intelligence
2w
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International Trade Analyst
Boston or Chicago or Dallas or Irvine or Los Angeles or New York or San Francisco or Washington
$75k-$140k/yr OnsiteFull Time
1+ YOEBachelor's degree in relevant field, ~1 year import/regulatory experience preferred, strong written/oral communication, MS Excel proficiency, ability to manage deadlines and client service.
MS suite, Microsoft Excel
2mo
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Market Research Analyst
Boston, Massachusetts, United States
$68k-$72k/yr HybridFull Time
1+ YOE1-2 years in business/data/market analysis or consulting; strong Excel, SQL and R or VB skills; client service, presentation, critical thinking, and ability to work with large datasets.
Microsoft Excel, SQL, R, VB, Microsoft PowerPoint
6d
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Global Benefits Analyst
Washington or New York City or Chicago or Philadelphia or Boston
$68k-$73k/yr OnsiteFull Time
2+ YOEBachelor’s degree or equivalent insurance experience; 2–3 years of corporate experience preferred. Requires Microsoft proficiency, analytical and organizational skills, client service ability, and U.S. work authorization without sponsorship.
Microsoft Copilot, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Teams, Salesforce, ChatGPT Enterprise, Power Automate, Power BI
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