A client services analyst typically works in the financial field to determine the best investments for their clients. These analysts should have up-to-date knowledge of both the field and company offerings to be able to answer any questions clients may have regarding investment performance or their portfolios. They should also consistently monitor clients' portfolios to determine if any action should be taken to either increase earnings or reduce risk.
A client services analyst usually works directly with clients; in some positions, however, information is passed on to team members who then pitch ideas to clients. The job also involves preparing presentations, conducting research, creating visual aids, searching for new clients, following up with new leads, and assisting in creating/developing marketing strategies.
Generally, a minimum of a Bachelor’s degree is required for this position. Client services analysts may also work in fields other than finance, such as for businesses which provide products or services to determine which products/services are most suitable to clients' needs. Employers typically prefer applicants' degrees to be in Business, Finance, or a related field. The job usually takes place in an office environment during regular business hours, and there may be some travel required in order to meet with clients.
Client Services Analyst Tasks
Analyze trends in client issues in order to facilitate product improvement.
Develop expertise to provide clients on-going support and assistance.
Identify, measure, track, resolve and report on specific client requests and issues.
Accurately file reports on client issues for management review.