Hybrid Client Success & Data Analytics 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

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.