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73 client services analyst jobs at 21 companies in San Jose, CA

2w
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Client Support Analyst
Hayward, California, United States
OnsiteFull Time
Alameda County Office of Education
Alameda County Office of Education: Administers educational programs and provides oversight for school districts.
4+ YOEAssociate's degree (or equivalent) and four years related experience; knowledge of finance, HR, payroll systems; experience testing software, creating training materials, delivering end-user training; strong customer service and analytical skills.
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3w
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Senior Investor Services Analyst
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Gen II Fund Services
Gen II Fund Services: Provides fund administration services for private capital managers.
2+ YOEProvide investor services including onboarding, record maintenance, reporting, capital activity and client correspondence; 2+ years financial services experience, strong attention to detail and client communication.
Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM
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3w
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Senior Investor Services Analyst
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Gen II Fund Services
Gen II Fund Services: Global fund administration for private capital asset managers.
2+ YOEBachelor's preferred; 2+ years in financial services; strong client service, attention to detail, Microsoft 365 proficiency; experience with investor portals/Allvue a plus.
Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM
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Senior Investor Services Analyst
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
Gen II Fund Services
Gen II Fund Services: Provides fund administration services to private capital asset managers
2+ YOE2+ years financial services experience, bachelor's degree preferred, proficiency with Microsoft 365 and investor portals/Allvue, strong client-service skills, attention to detail, and ability to manage multiple deadlines.
Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM
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1w
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Client Data Program Analyst - TS
Scottsdale or San Francisco or Chicago or New York City
$84k-$105k/yr HybridFull Time
Early Warning Services
Early Warning Services: Operates payment and risk solutions for the financial industry.
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
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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
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
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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Analyst, Client Service (Entry-Level, New York and San Francisco)
New York City or San Francisco
$95k/yr HybridFull Time
ICONIQ Capital
ICONIQ Capital: Investment management and financial advisory for ultra-high-net-worth individuals.
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
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1w
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Analyst II
Alameda County or Los Angeles or Sacramento or San Francisco or Oakland or San Diego
$6k-$8k/mo HybridFull Time, Temporary
State Controller's Office
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Analyzes business requirements, develops reports and legal document templates, supports ProLaw applications, trains users, and provides client services. Analyst experience with legal background and strong communication skills preferred.
ProLaw, Microsoft Word, HotDocs, Cognos, Best Authority, Hyperstyles, Microsoft Office 365, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft OneNote
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1mo
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Intelligence Analyst II
San Francisco, California, United States
$95k-$100k/yr HybridFull Time
Crisis24
Crisis24: Integrated risk management and global crisis response solutions.
OSINT-focused intelligence analyst with security and geopolitical knowledge, strong writing/briefing, investigative skills, and ability to work hybrid at client HQ.
OSINT, AI
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3mo
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Wealth Analyst
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
Laird Norton Wetherby
Laird Norton Wetherby: Provides wealth management and trust services to high-net-worth clients.
4+ YOEBachelor's in finance or related field; 4-6 years client service/financial planning; MS Office; CFP/CPA/CFA preferred.
Microsoft Office, Financial software
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1mo
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Benefit Analyst
Walnut Creek, California, United States
$41k-$77k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3 years group health/benefits service experience, CA life & disability license, valid driver\u0002s license, proficiency with Microsoft Office and ImageRight, strong analytical and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ImageRight, Agency Management System
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4w
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Analyst- Health & Benefits Consulting
San Francisco, California, United States
$60k-$75k/yr OnsiteFull Time
WTW
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
Bachelor’s degree or up to 2 years in professional services; strong organization, client service, communication, analytical, Microsoft Office, Excel, and PowerPoint skills; California life and health license within 90 days.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
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4w
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Analyst- Health & Benefits Consulting
San Francisco, California, United States
$60k-$75k/yr OnsiteFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
Bachelor's degree or up to 2 years' professional services experience; strong client service, communication, analytical skills; organized; Excel and PowerPoint proficiency; obtain State Life and Health license within 90 days.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office
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4d
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOERequires 2+ years of relevant work experience, Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services product knowledge, MS Office and Excel proficiency, organization, communication, and client service skills.
Microsoft Office, Microsoft Excel, MS Online
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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
Crowell & Moring
Crowell & Moring: International law firm providing litigation and corporate legal services.
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
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4d
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65, financial products knowledge, MS Office proficiency, organization, communication, and client service skills.
Microsoft Excel, Microsoft Office, MS Online
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2w
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Board Certified Behavior Analyst Remote
San Jose, California, United States
$55-$60/hr RemoteFull Time, Part Time
Sunrise ABA
Sunrise ABA: Provides applied behavior analysis (ABA) therapy for children.
1+ YOEBCBA certification and Master’s degree required; 1+ year experience preferred; strong leadership, ethics, and client-focused skills.
Central Reach
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3d
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Practice Support Analyst, Public Finance
San Francisco, California, United States
$55k-$75k/yr HybridFull Time
Orrick, Herrington & Sutcliffe
Orrick, Herrington & Sutcliffe: Global law firm providing comprehensive legal and advisory services.
1+ YOEBachelor’s degree or equivalent experience required; 1–3 years preferred. Requires strong technology, organization, communication, research, database, and client-service skills.
Microsoft Office, Adobe
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1w
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Senior Business Immigration Analyst (Paralegal)
San Francisco, California, United States
$63k-$75k/yr HybridFull Time
Fragomen
Fragomen: Provides global immigration legal services and mobility solutions.
2+ YOEBachelor's or associate degree, paralegal certification, or client-service experience; 2+ years of business immigration experience; strong communication, proofreading, organization, and deadline-management skills.
Microsoft Word, Microsoft Excel, Connect
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1mo
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Direct Indexing Investment Analyst, Specialist
Oakland or California
$60k-$96k/yr OnsiteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
Undergraduate degree or equivalent, CFA progress preferred, 3 years related financial services experience preferred, strong portfolio analysis, reporting, and client collaboration skills.
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