Client Service Representative

Daley And Associates, LLC; Boston (MA); On-site; USD 28,000 - 29,000; Full time

Job summary

Daley And Associates, LLC in Boston, MA is seeking a Client Service Representative to support clients by handling inquiries, processing transactions, and resolving routine service requests in a fast-paced service center.

This entry-level contract-to-hire role is onsite five days a week, paying $20–$21 per hour. Ideal for recent graduates with strong communication, attention to detail, and comfort using Microsoft Office; join to build a long-term career in financial services.

Qualifications

• Associate’s degree or equivalent professional experience.

Responsibilities

• Respond to inbound phone calls from existing and prospective clients regarding products, services, and account information.

Skills

Customer service

Verbal communication

Analytical skills

Attention to detail

Microsoft Office

Adaptability

Education

Associate degree or equivalent

Tools

Microsoft Office

Job description

Client Service Representative

We are currently seeking candidates for a Client Service Representative opportunity with a well-established financial services organization located in Boston, MA. The Client Service Representative will be responsible for supporting company clients by handling inbound inquiries, processing account-related transactions, and resolving routine service requests in a fast-paced service center environment. This is an entry-level role ideal for candidates interested in building a long-term career within financial services.

This is a 3–6-month contract-to-hire position paying $20-$21/hour. This role is fully onsite five days a week in Boston, MA.

Responsibilities:

• Respond to inbound phone calls from existing and prospective clients regarding products, services, and account information.
• Process routine and complex financial and non-financial transactions in accordance with established procedures and quality standards.
• Address basic account questions and initiate research or escalation for more complex issues.
• Communicate with clients and partners via phone and email to verify information, clarify requests, and provide documentation as needed.
• Accurately document client interactions and maintain proper call records.
• Partner with internal departments to resolve issues and ensure timely follow-up.
• Provide additional support and take on ad hoc responsibilities as requested by management.

Qualifications:

• Associate’s degree or equivalent professional experience.
• Customer service experience preferred; open to recent graduates.
• Strong verbal communication and analytical skills.
• High attention to detail with strong organizational skills.
• General working knowledge of Microsoft Office applications.
• Interest in financial services is a plus but not required.
• Professionalism, punctuality, flexibility, and coachability are critical for success.

For immediate consideration, interested and qualified candidates should send their resume to Jackson at [e-mail].