Client Service Analyst

KBW Financial Staffing & Recruiting; Boston (MA); Hybrid; USD 31,684 - 33,062; Full time

Job summary

KBW Financial Staffing & Recruiting in Boston, MA is seeking a Client Service Analyst for a temporary-to-permanent position. The role supports client custody operations, monitors service levels, and delivers excellent service under supervision.

The position collaborates with internal teams on inquiries and day-to-day tasks, with a hybrid schedule (3 days in office). It emphasizes reporting, data analysis, and client onboarding to new technology and automation tools.

Qualifications

• Bachelor's degree or equivalent work experience.
• Strong customer service experience.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and the ability to learn new systems quickly.

Responsibilities

• Assist senior team members with client conversions, reporting, and data analysis.
• Respond proactively to client custody-related inquiries.
• Work with internal departments to prioritize and resolve client requests and deliverables.
• Utilize internal technology solutions to efficiently manage client inquiries.
• Introduce clients to new technology, automation tools, and product enhancements.
• Assist with maintaining and reporting client service metrics.
• Participate in team projects, audits, and process improvement initiatives.
• Complete monthly reporting requirements accurately and on time.

Skills

Customer service

Communication

Organizational skills

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Boston , Massachusetts Temp to Perm Per Hour Jul 16, 2026 $23.00 - $24.00

Client Service Analyst

Schedule: Hybrid (3 days in office)
Pay: $24/hour ($36/hour overtime)

Position Overview

The Client Service Analyst is an entry-level role responsible for supporting client custody operations, monitoring service levels, and providing excellent client service. Working under direct supervision, you will collaborate with internal teams to resolve client inquiries and support day-to-day operational activities.

Responsibilities

• Assist senior team members with client conversions, reporting, and data analysis.
• Respond proactively to client custody-related inquiries.
• Work with internal departments to prioritize and resolve client requests and deliverables.
• Utilize internal technology solutions to efficiently manage client inquiries.
• Introduce clients to new technology, automation tools, and product enhancements.
• Assist with maintaining and reporting client service metrics.
• Participate in team projects, audits, and process improvement initiatives.
• Complete monthly reporting requirements accurately and on time.

Qualifications

• Bachelor's degree (BA/BS) or equivalent work experience.
• Strong customer service experience.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and the ability to learn new systems quickly.