New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New York City • 50 milesRemote · Hybrid · Onsite · Field · All Environments
229 client services analyst jobs at 50 companies in New York City, NY
1mo
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Sr. Analyst, Client Services
Minneapolis or Chicago or New York City
$62k-$93k/yr OnsiteFull Time
2+ YOE2-4 years in e-commerce/digital marketing/MarTech or related roles, client engagement preferred; strong communication, problem-solving, attention to detail, and deliverable production skills.
EMRge, Enterprise Marketing Return (EMR)
3w
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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
1mo
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Client Relationship Analyst
New York, New York, United States
$35k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented client service to support financial advisors, execute money movements, handle account inquiries, perform data entry, and use Microsoft Office and firm digital tools. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Operations Analyst- Client Services
London or New York City or California or Frankfurt or Milan or Lisbon or Dublin or Dubai or Hong Kong or Singapore or Tokyo
HybridContract
A-level or equivalent (degree preferred), understanding of financial services and debt capital markets, knowledge of payment processing/trustee/paying agency/clearing/loan admin, strong client relationship, initiative, time management; foreign languages beneficial.
6d
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Client Onboarding Senior Analyst
New York City, New York, United States
$100k-$110k/yr HybridFull Time
2+ YOERequires 2–4 years in KYC, client onboarding, or client experience within CIB or financial services; strong analytical and communication skills; degree-level education; Spanish preferred.
World-Check, OFAC
3w
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Analyst, US Client Services
New York, New York, United States
$65k-$85k/yr OnsiteFull Time
2+ YOE2+ years customer service experience, strong communication, organized, ability to learn service provider systems, proficient in Microsoft Office, experience in investment operations or transfer agency beneficial.
Microsoft Office
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Sr Client Delivery Analyst
New York City or Austin
$91k-$113k/yr HybridFull Time
5+ YOEBachelor's or equivalent,5+ years client onboarding in financial services/broker-dealer environments,knowledge of custodian onboarding,project management skills,FINRA SIE and Series 99 required or willingness to obtain.
Orion, Advyzon, Docupace, AdvisorArch, Calm
1w
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Client Portfolio Analyst
New York, New York, United States
$105k-$112k/yr HybridFull Time
5+ YOEUndergraduate degree, 5+ years financial services experience, strong writing and communication, investment and market knowledge, proficiency with Bloomberg, Microsoft Office and Morningstar.
Bloomberg, Microsoft Office, Morningstar
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Analyst – Client Intelligence
New York, New York, United States
$95k-$135k/yr OnsiteFull Time
5+ YOEUndergraduate degree required; 5+ years professional services experience; intermediate Excel and Access experience preferred; familiarity with InTapp and enterprise CRM preferred; strong analytical, communication, and organizational skills.
Microsoft Excel, Microsoft Access, InTapp
1w
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Client Service, Analyst
London or New York City or Paris or Dubai
OnsiteFull Time
Strong financial, analytical, communication, organizational, and stakeholder management skills; proficiency with PowerPoint, Excel, Word, and AI-enabled productivity tools.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Copilot, Claude
14h
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Data Client Support Analyst
Pune or New York City or Salt Lake City or London or Edinburgh or Dubai or Geneva or Singapore or São Paulo
HybridFull Time
2+ YOERequires 2+ years in financial investment or advisory, knowledge of capital markets, portfolio accounting and client relationship management, strong communication, organization, documentation and problem-solving skills.
Microsoft Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters
2w
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Client Data Program Analyst - TS
Scottsdale or San Francisco or Chicago or New York City
$84k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in data analytics/management, 3+ years with Tableau Prep/SAS/R/Python, financial services experience, project management, strong communication and client management skills, US work eligibility required.
Tableau Prep, SAS, R, Python, Talend, Informatica, Enterprise Data Catalog (EDC), Axon, IDQ, Early Warning CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Transition Specialist
Parsippany or Wayne
$73k-$184k/yr OnsiteFull Time
Bachelor's degree or equivalent experience; experience in client service or account support; strong technical aptitude, communication, analytical and problem-solving skills; experience with data or reporting tools a plus.
5d
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Analyst, Client Experience & Optimization
Charlotte or New York City or Denver
$82k-$103k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client services, operations, analytics, or process improvement; cross-functional project coordination; data analysis, dashboards, documentation, and spreadsheet proficiency.
SQL, Power BI, Tableau, Microsoft Excel, Excel Power Query, Python, Jira
3w
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Analyst, Client Service (Entry-Level, New York and San Francisco)
New York City or San Francisco
$95k/yr HybridFull Time
Undergraduate graduating Winter 2026 or Spring 2027; bachelor\u0002s degree with 3.2+ GPA; strong attention to detail, communication, and client-service skills; authorization to work permanently in the U.S.; proficient in Microsoft Office.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1mo
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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
3d
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Equity Research Analyst, Information Services
New York City, New York, United States
$200k-$300k/yr HybridFull Time
15+ YOE15+ years of equity research experience focused on Information Services; top-tier sector recognition; institutional client relationships; SIE, Series 63, 86, and 87 eligibility; bachelor's degree required. MBA or CFA preferred.
Sales and Trading
4d
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Equity Research Analyst, Information Services
New York City, New York, United States
$200k-$300k/yr HybridFull Time
15+ YOERequires 15+ years of equity research experience focused on Information Services, top-tier sector recognition, institutional client references, transaction experience, original investment thinking, and SIE, Series 63, 86, and 87 licenses or eligibility.
1mo
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Asset & Wealth Management, Trust Services, Analyst - New York
New York City, New York, United States
$75k-$125k/yr OnsiteFull Time
Bachelor's degree required; strong interest in client service; knowledge of estate administration, probate, and tax matters; strong communication and organizational skills.
3mo
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Analyst, Investment Banking – Pharma Services/Med Tech
New York, New York, United States
$110k-$135k/yr OnsiteFull Time
2+ YOE1+ MgmtExperience in Investment Banking or equivalent; strong modeling, accounting knowledge, Excel; ability to lead teams and present to clients; strong analytical and presentation skills.
Excel, PowerPoint, Financial Modeling
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