What does a senior client services analyst do?
A senior client services analyst's main job is to provide their clients with investment advice. They prepare reports for clients, manage clients' inquiries, and document all potential issues. They must have excellent verbal and written communication skills.
Senior client services analyst responsibilities
Here are examples of responsibilities from real senior client services analyst resumes:
- Lead corporate ITIL service level management initiative and implement key performance indicators (KPIs) to effectively measure operational performance.
- Perform SQL queries in Microsoft SQL 2000 , 2005 and IBM DB2 databases.
- Work with Microsoft SQL and create maintenance plans.
- Work with vendors to execute warranties, troubleshoot, procure equipment and parts and have onsite work complete.
- Coordinate processing insurance, annuity and securities applications al
- Reconcile all collateral positions and perform monthly reconciliations for cash and securities.
- Configure and troubleshoot NACHA files for treasury management customer payroll and accounts payable/receivable.
- Prepare and deliver PowerPoint presentations that communicate clients account performance relate to its benchmarks and the economy as a whole.
- Analyze office administration support for analysts supporting DOD projects to identify efficiency opportunities to prototype and write report of analysis findings.
- Interpret and analyze statistical data using SAS computer programs providing valuable insight toward the development of banking clients marketing efforts.
Senior client services analyst skills and personality traits
We calculated that 18% of Senior Client Services Analysts are proficient in Client Service, Process Improvement, and Client Accounts. They’re also known for soft skills such as Customer-service skills, Listening skills, and Speaking skills.
We break down the percentage of Senior Client Services Analysts that have these skills listed on their resume here:
- Client Service, 18%
Worked daily on client services questions/issues and is responsible for following up with the correct answers to the client or participant.
- Process Improvement, 13%
Review business processes and procedures, recommend & implement process improvements where necessary.
- Client Accounts, 13%
Raised/maintained liquidity in client accounts and rebalanced their portfolios as indicated in their Investment Charter.
- Client Inquiries, 11%
Partner closely with Accounting and Offshore teams for information to fulfill client inquiries and requests.
- Client Issues, 11%
Engaged all aspects of the Motorola organization as required to facilitate successful resolution of Client issues.
- External Clients, 10%
Document and track issues to communicate system related issues to upper management, internal and external clients.
Most senior client services analysts use their skills in "client service," "process improvement," and "client accounts" to do their jobs. You can find more detail on essential senior client services analyst responsibilities here:
Customer-service skills. One of the key soft skills for a senior client services analyst to have is customer-service skills. You can see how this relates to what senior client services analysts do because "computer support specialists must be patient and sympathetic." Additionally, a senior client services analyst resume shows how senior client services analysts use customer-service skills: "served as customer service representative to hundreds of online banking financial institutions providing resolutions within contractual timeframes. "
Listening skills. Another soft skill that's essential for fulfilling senior client services analyst duties is listening skills. The role rewards competence in this skill because "support workers must be able to understand the problems that their customers are describing and know when to ask questions to clarify the situation." According to a senior client services analyst resume, here's how senior client services analysts can utilize listening skills in their job responsibilities: "prepared and delivered powerpoint presentations that communicated clients account performance related to its benchmarks and the economy as a whole. "
Speaking skills. senior client services analysts are also known for speaking skills, which are critical to their duties. You can see how this skill relates to senior client services analyst responsibilities, because "support workers must describe the solutions to computer problems in a way that a nontechnical person can understand." A senior client services analyst resume example shows how speaking skills is used in the workplace: "represented client services on an internal council designed to address work flow and system efficiency issues. "
Writing skills. senior client services analyst responsibilities often require "writing skills." The duties that rely on this skill are shown by the fact that "strong writing skills are useful for preparing instructions and email responses for employees and customers, as well as for real-time web chat interactions." This resume example shows what senior client services analysts do with writing skills on a typical day: "communicated both verbally and in writing with internal and external clients to collect information to expedite client processing saving lost revenue. "
Problem-solving skills. A commonly-found skill in senior client services analyst job descriptions, "problem-solving skills" is essential to what senior client services analysts do. Senior client services analyst responsibilities rely on this skill because "support workers must identify both simple and complex computer problems, analyze them, and solve them." You can also see how senior client services analyst duties rely on problem-solving skills in this resume example: "provided support as needed to clients and/or participants in problem resolution, transaction processing and data management. "
The three companies that hire the most senior client services analysts are:
- Ernst & Young44 senior client services analysts jobs
- The PNC Financial Services Group6 senior client services analysts jobs
- Fiserv5 senior client services analysts jobs
Compare different senior client services analysts
Senior client services analyst vs. Trainee
Trainees' general responsibility is to familiarize themselves with the best practices and processes of their chosen careers. Some of the trainee's duties include shadowing with a tenured employee to understand various tasks, taking practical examinations to test knowledge extent, maintaining the eagerness to learn and a positive working attitude, assisting with customer inquiries, escalating concerns, and maintaining record progress. A trainee should be a team player, a fast learner, and the ability to handle constructive criticisms for improvement.
There are some key differences in the responsibilities of each position. For example, senior client services analyst responsibilities require skills like "client service," "process improvement," "client accounts," and "client inquiries." Meanwhile a typical trainee has skills in areas such as "cdl," "training programs," "work ethic," and "strong work ethic." This difference in skills reveals the differences in what each career does.
Trainees earn the highest salaries when working in the finance industry, with an average yearly salary of $41,186. On the other hand, senior client services analysts are paid more in the pharmaceutical industry with an average salary of $108,662.The education levels that trainees earn slightly differ from senior client services analysts. In particular, trainees are 3.0% less likely to graduate with a Master's Degree than a senior client services analyst. Additionally, they're 0.9% more likely to earn a Doctoral Degree.Senior client services analyst vs. Information technology technician
An information technology technician, also known as an IT technician, is responsible for ensuring that all computer systems in a company or organization are running smoothly and efficiently. Their duties primarily revolve around installing and maintaining systems, including software and hardware, and resolving any issues. They also provide technical support such as troubleshooting, navigation, and even system upgrades. Furthermore, an information technology technician can choose whether to work for a company or independently.
In addition to the difference in salary, there are some other key differences worth noting. For example, senior client services analyst responsibilities are more likely to require skills like "client service," "process improvement," "client accounts," and "client inquiries." Meanwhile, an information technology technician has duties that require skills in areas such as "technical support," "desk support," "computer system," and "network printers." These differences highlight just how different the day-to-day in each role looks.
Information technology technicians may earn a lower salary than senior client services analysts, but information technology technicians earn the most pay in the finance industry with an average salary of $66,881. On the other hand, senior client services analysts receive higher pay in the pharmaceutical industry, where they earn an average salary of $108,662.In general, information technology technicians achieve lower levels of education than senior client services analysts. They're 12.2% less likely to obtain a Master's Degree while being 0.9% less likely to earn a Doctoral Degree.Senior client services analyst vs. Computer technician
Computer technicians are skilled information technology professionals who handle concerns related to computers. They are responsible for assisting clients in software installations, troubleshooting needs, and repair needs. Computer technicians handle the maintenance and repair of both software and hardware of computers. They should be able to quickly pinpoint the causes of computer problems that the client encounters. They should also be able to answer the clients' computer-related inquiries and provide advice on proper computer handling. Computer technicians should have good analytical skills and decision-making skills.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a senior client services analyst is likely to be skilled in "client service," "process improvement," "client accounts," and "client inquiries," while a typical computer technician is skilled in "desk support," "network printers," "computer system," and "technical support."
Computer technicians earn the best pay in the government industry, where they command an average salary of $48,277. Senior client services analysts earn the highest pay from the pharmaceutical industry, with an average salary of $108,662.When it comes to education, computer technicians tend to earn lower degree levels compared to senior client services analysts. In fact, they're 13.0% less likely to earn a Master's Degree, and 0.3% less likely to graduate with a Doctoral Degree.Senior client services analyst vs. Lead technician
Lead technicians are technicians who oversee the technical needs of a specific project or department. They are usually tenured employees, and their familiarity with the company's technical and technological processes, software, and hardware would be a great advantage in succeeding in their role. Lead technicians are responsible for installing, updating, and maintaining various software and hardware components in the office. They often manage a group of technicians, and they ensure that the group they manage is properly trained and well-versed on the processes of the company. Lead technicians are expected to have strong analytical skills and decision-making skills.
Types of senior client services analyst
Updated January 8, 2025
