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Become A Client Services Analyst

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Working As A Client Services Analyst

  • Interacting With Computers
  • Getting Information
  • Making Decisions and Solving Problems
  • Updating and Using Relevant Knowledge
  • Communicating with Supervisors, Peers, or Subordinates
  • $71,100

    Average Salary

What Does A Client Services Analyst Do At Metlife

* Responds timely and accurately to client requests and policy questions via email or phone
* Assists with premium reconciliations for an assigned block and billing audits when needed
* Acts as liaison between client and internal MetLife areas
* Comprehension and ability to communicate provisions of MetLife Core Products (Life, Dental, Disability, Vision and MetLaw)
* Ability to handle high transaction volumes on a daily basis
* Manage due and unpaid accounts to conserve business

What Does A Client Services Analyst Do At Kelly Services

* Ensure accurate files are created, maintained and safeguarded for the loan documents.
* Validate the receipt of complete loan documentation packages
* Utilize Omnifile (Content Tracker) System to ensure proper tracking and location of collateral files.
* Secure and Safeguard legal loan documents into designated vault for safekeeping throughout the life of the loan.
* Ensure original documents are maintained in compliance with bank's Information Life Cycle policies regarding active and inactive physical records.
* Review and interpret data contained in loan and approval documents to retrieve required documents from the collateral file to be used to prepare release document specific to pledging vehicles, boats, ships, airplanes, business personal property, real estate, life insurance policies, investment property, stocks, bonds, deposit accounts and mutual funds as collateral
* Prepare discharges/releases/re-conveyances/terminations for all types of collateral pledged to the bank.
* This includes but is not limited to: vehicles, boats, ships, airplanes, business personal property, real estate, life insurance policies, investment property, stocks, bonds, deposit accounts and mutual funds

What Does A Client Services Analyst Do At Goldman Sachs & Co.

* Manage client relationships by serving as primary point of contact with clients
* Provide a full range of services, including executing trades, answering client inquiries for fund/portfolio information, and acting as the point person for any client-related issues
* Working closely with the sales and product teams to provide high quality service to our clients
* Ability to analyze and offer solutions to client requests
* Analyze and problem solve, both independently and with the team
* Participate on projects as necessary (i.e. sales pitches, asset retention, client experience)
* Cultivate a service environment targeted towards enhancing the client experience

What Does A Client Services Analyst Do At Willis Towers Watson

* Maintain and cultivate strong relationships with colleagues, clients and vendors through strong communication and effective delivery on projects
* Contribute to the renewal/marketing process through gathering vendor/client information, preparing Request for Proposal (RFP), spreadsheet, track and analyze data, etc.
* Contribute to completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc.
* Assisting in preparation of client deliverables including benchmark data, trends, current plans and and communicating trend to clients
* Facilitate new client implementations including accounting/tracking systems set-up, collection of relevant data, etc.
* Contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc.
* Proactively advise clients and provide consistent client service to clients, resolving day to day service issue (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)
* Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
* Contribute to the client open enrollment process including preparing materials and presentations, checking information, updating internal systems, etc.
* Maintain and cultivate strong carrier relationships to enhance Willis Towers Watson’s position in the marketplace, including understanding and articulating current product offerings, trends and coverage options

What Does A Client Services Analyst Do At Conduent

* Conduct audits and review/analyze data and documentation;
* Back-up the CSM on internal weekly status calls
* Respond to routine questions and escalations related to area of responsibility;
* Gather information, research and/or resolve inquiries;
* Communicate appropriate options for resolution in a timely manner;
* Review and provide eligibility appeals resolution based on plan guidelines
* Provide functional guidance, training and assistance to Service Center staff;
* Prepare standard reports and maintain the Global Process Management (GPM) tool to track workload, response time and quality of input;
* Assist in planning and implementing department goals and make recommendations to management to improve efficiency and effectiveness;
* Use the organization's resources to enhance customer / client satisfaction;
* Evaluate improvements to various systems;
* Ensure that data and information are sufficiently accurate and reliable;
* Acquire basic skills to perform routine tasks;
* Complete work with limited autonomy, and;
* Work under clearly defined procedures;
* This job requires prior relevant work experience.
* Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.
* People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by clicking on the following link, completing the accommodation request form, and submitting the request by using the "Submit" button at the bottom of the form.
* For those using Google Chrome or Mozilla Firefox please download the form first: click here to access or download the form

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How To Become A Client Services Analyst

Because of the wide range of skills used in different computer support jobs, there are many paths into the occupation. A bachelor’s degree is required for some computer support specialist positions, but an associate’s degree or postsecondary classes may be enough for others.


Education requirements for computer support specialists vary. Computer user support specialist jobs require some computer knowledge, but not necessarily a postsecondary degree. Applicants who have taken some computer-related classes are often qualified. For computer network support specialists, many employers accept applicants with an associate’s degree, although some prefer applicants to have a bachelor’s degree.

Large software companies that provide support to business users who buy their products or services often require a bachelor’s degree. Positions that are more technical are likely to require a degree in a field such as computer science, engineering, or information science, but for others, the applicant’s field of study is less important.

To keep up with changes in technology, many computer support specialists continue their education throughout their careers.


Certification programs are generally offered by vendors or from vendor-neutral certification providers. Certification validates the knowledge of and best practices required by computer support specialists. Companies may require their computer support specialists to hold certifications in the products the companies use.


Many computer support specialists advance to other information technology positions, such as network and computer systems administrators and software developers. Some become managers in the computer support services department. Some organizations provide paths for support specialists to move into other parts of the organization, such as sales. For more information, see the profiles on network and computer systems administrators and software developers.

Important Qualities

Customer-service skills. Computer support specialists must be patient and sympathetic. They must often help people who are frustrated with the software or hardware they are trying to use.

Listening skills. Support workers must be able to understand the problems that their customers are describing and know when to ask questions to clarify the situation.

Problem-solving skills. Support workers must identify both simple and complex computer problems, analyze them, and solve them.

Speaking skills. Support workers must describe the solutions to computer problems in a way that a nontechnical person can understand.

Writing skills. Strong writing skills are useful for preparing instructions and email responses for employees and customers, as well as real-time web chat interactions.

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Client Services Analyst jobs

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Client Services Analyst Career Paths

Client Services Analyst
Client Services Manager Operations Manager General Manager
Account Manager
5 Yearsyrs
Data Analyst Finance Analyst
Assistant Vice President
7 Yearsyrs
Implementation Consultant Business Analyst Senior Manager
Director Of Human Resources
10 Yearsyrs
Senior Analyst Senior Consultant Senior Manager
Director Of Information
10 Yearsyrs
Assistant Vice President Senior Manager Director Of Information
Director Of Information Technology Services
12 Yearsyrs
Account Manager Sales Manager
Director Of Sales
10 Yearsyrs
Account Manager Account Executive Sales Manager
General Manager
7 Yearsyrs
Systems Engineer Information Technology Manager
Information Technology Director
10 Yearsyrs
Systems Engineer Systems Administrator
Information Technology Manager
8 Yearsyrs
Project Manager Program Manager General Manager
Operations Director
9 Yearsyrs
Senior Analyst Senior Finance Analyst Controller
Operations Manager
7 Yearsyrs
Client Services Manager Senior Project Manager
President Of Operations
11 Yearsyrs
Project Manager Consultant Senior Consultant
Program Manager
8 Yearsyrs
Data Analyst Business Analyst Product Manager
Regional Sales Manager
9 Yearsyrs
Implementation Consultant Project Manager Product Manager
Senior Account Manager
7 Yearsyrs
Systems Analyst Systems Administrator Information Technology Manager
Senior Information Technology Manager
10 Yearsyrs
Business Analyst Senior Consultant
Senior Manager
10 Yearsyrs
Business Analyst Project Manager
Senior Project Manager
12 Yearsyrs
Assistant Vice President Business Development Manager Solution Specialist
Solutions Manager
8 Yearsyrs
Systems Analyst Information Technology Manager Director Of Information
Vice President Of Information Technology
12 Yearsyrs
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Client Services Analyst Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Chinese

  • Mandarin

  • Portuguese

  • French

  • Italian

  • Japanese

  • Vietnamese

  • Hindi

  • Cantonese

  • German

  • Swedish

  • Korean

  • Filipino

  • Serbian

  • Croatian

  • Gujarati

  • Urdu

  • Swahili

  • Hmong

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Client Services Analyst

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Client Services Analyst Education

Client Services Analyst

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Real Client Services Analyst Salaries

Job Title Company Location Start Date Salary
Analyst, Client Coverage Standard New York, Inc. New York, NY Oct 19, 2016 $139,050
Client Service Database Analyst/Programmer, Senior BOOZ Allen Hamilton Inc. Bethesda, MD Jul 04, 2014 $133,300
Client Centricity Analyst PWC Strategy& (Us) Inc. New York, NY Apr 28, 2015 $125,000
Client Insight Analyst Appnexus New York, NY Sep 11, 2014 $110,000
Derivatives Analyst, Client Services Fincad USA, Inc. New York, NY Sep 28, 2015 $105,000 -
Client Delivery Analyst Visa U.S.A. Inc. San Francisco, CA Jan 09, 2015 $103,730 -
Client Delivery Analyst Visa U.S.A. Inc. San Francisco, CA Sep 01, 2015 $103,730 -
Client Service Analyst Western Asset Management Pasadena, CA May 23, 2016 $97,323 -
Service Oriented Architecture Analyst Vlink, Inc. South Windsor, CT Aug 17, 2015 $97,178
Associate, Client Service Analyst Novus Partners, Inc. New York, NY Aug 24, 2015 $95,576
Associate, Client Service Analyst Novus Partners, Inc. New York, NY Oct 01, 2014 $95,014
Associate, Client Service Analyst Novus Partners, Inc. New York, NY Aug 11, 2014 $95,014
Client Services Analyst Markit North America, Inc. New York, NY Jan 09, 2016 $94,640 -
Client Service Analyst Information Resources, Inc. Dedham, MA Sep 20, 2013 $69,430 -
Client Services Senior Analyst Xerox Hr Solutions, LLP Wheeling, IL Feb 09, 2016 $69,000
Analyst-Knowledge Services-US Infosys Limited San Jose, CA Nov 30, 2014 $68,897
Analyst-Client Services & Delivery Net Matrix Solutions, Inc. San Rafael, CA Dec 01, 2015 $68,500
Analyst-Client Services & Delivery Net Matrix Solutions, Inc. San Rafael, CA Jan 12, 2015 $68,500
Analyst-Knowledge Services-US Infosys Limited Irwindale, CA Aug 15, 2016 $68,473
Analyst-Knowledge Services-US Infosys Limited Foster City, CA Aug 16, 2016 $68,473
Analyst, Client Technical Services Millennial Media, Inc. Baltimore, MD Aug 10, 2013 $68,245
Analyst-Knowledge Services-US Infosys Limited Houston, TX Aug 31, 2015 $64,905
Analyst-Knowledge Services-US Infosys Limited Charlotte, NC Aug 06, 2014 $64,724
Analyst-Knowledge Services-US Infosys Limited San Jose, CA Aug 12, 2014 $64,724
Analyst-Knowledge Services-US Infosys Limited Richmond, VA Aug 18, 2013 $64,724
Analyst-Knowledge Services-US Infosys BPO Ltd Cincinnati, OH Sep 01, 2014 $64,724
Analyst-Knowledge Services-US Infosys Limited Miamisburg, OH Aug 16, 2016 $64,385
Analyst-Knowledge Services-US Infosys Limited New York, NY Aug 15, 2016 $64,385
Analyst-Knowledge Services-US Infosys Limited Cincinnati, OH May 21, 2013 $64,179

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Top Skills for A Client Services Analyst


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Top Client Services Analyst Skills

  1. Sophisticated Database
  2. Client Service
  3. Financial
You can check out examples of real life uses of top skills on resumes here:
  • Used a sophisticated database of tools to create queries, import data, and output reports.
  • Provided exceptional client service, handled cash management, prepared client presentations, oversaw trade booking and restricted stock filing.
  • Managed relationships with financial data vendors and software distributors.
  • Audit participant benefit commencement paperwork to ensure compliance with plan and government regulations.
  • Share best practices with other customer service claim teams and teams located in other sites.

Top Client Services Analyst Employers

Client Services Analyst Videos

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