Client Services Junior Analyst

Keystone Advisors • Houston, TX

4d

About The Position

KosmosDX is seeking a motivated and detail-oriented Client Services Junior Analyst to support our Client Services vertical. This role is ideal for early-career professionals interested in customer experience, operations, analytics, and service delivery within a fast-growing, data-driven healthcare technology organization. The Client Services Junior Analyst will work closely with Client Services Managers, Operations, and internal stakeholders to ensure exceptional client support, accurate service execution, and continuous improvement of client-facing processes. This is a hands-on, full-time role with a strong emphasis on data accuracy, operational insight, and scalable service delivery.

Requirements

• Bachelor’s degree in Business, Analytics, Communications, Healthcare Administration, Operations, or a related field.
• Strong written and verbal communication skills.
• High attention to detail with strong organizational and analytical skills.
• Comfort working with spreadsheets, documents, and basic reporting tools (Excel or Google Sheets).
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, client-first mindset with a strong sense of ownership and accountability.

Nice To Haves

• 1–2 years of experience in client services, operations, analytics, or a healthcare-related environment.
• Familiarity with CRM tools (Salesforce or similar).
• Interest in healthcare technology, diagnostics, or operational analytics.
• Experience documenting processes or supporting data-driven service teams.

Responsibilities

• Support day-to-day client interactions and service requests under the guidance of Client Services leadership.
• Manage inbound and outbound client communications via email, phone, and internal platforms.
• Ensure timely follow-ups, accurate documentation, and professional communication with clients.
• Track client inquiries, issues, and resolutions in CRM and internal systems.
• Support client onboarding, ongoing service delivery, and issue resolution workflows.
• Assist with scheduling, documentation, and status updates related to client accounts.
• Collaborate with internal teams (Operations, Data, Product, and Compliance) to resolve client needs efficiently.
• Monitor service-level expectations and proactively escalate risks, delays, or issues.
• Maintain accurate records of client interactions, service metrics, and operational data.
• Assist in preparing reports and summaries related to: Client activity Service performance Common issues and trends Validate data accuracy and completeness across all client-facing systems.
• Document client service workflows, FAQs, and standard operating procedures (SOPs).
• Identify recurring issues or inefficiencies and surface data-backed improvement opportunities.
• Support the creation and maintenance of client-facing materials such as guides, templates, and knowledge-base content.
• Partner with internal teams to understand client needs and translate them into actionable tasks.
• Participate in team meetings, retrospectives, and operational reviews.
• Contribute analytical insights on how client feedback and service data inform product, service, and operational decisions.

Benefits

• A full-time analytical role within client services at a growing healthcare technology company.
• Exposure to real client data, service performance metrics, and operational decision-making.
• Practical experience in reporting, service analytics, and cross-functional collaboration.
• Ongoing mentorship from Client Services and Operations leaders.
• A strong foundation for career growth into Client Success, Operations Analytics, Product Ops, or Strategy roles.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level