Client Service Representative

BCforward; Boston (MA); Hybrid; USD 30,000 - 33,000; Full time

Job summary

BCforward is seeking a Client Service Representative for a contract role in Boston, MA. The position centers on ETF custody, fund accounting, and client service, coordinating cross-functional deliverables and resolving client issues.

The ideal candidate will demonstrate strong communication, analytical thinking, and the ability to train others, with experience in custody operations and client reporting. Hybrid work arrangement with three days in office.

Qualifications

• BA/BS degree or equivalent work experience.
• Strong verbal and written communication with professional client-facing presence.
• Organized, detail-oriented, and able to prioritize effectively in a fast-paced environment.
• Ability to learn, adapt, and train others on new technologies and systems.
• Solid analytical, critical-thinking, and problem-solving skills.
• Demonstrated ability to build and maintain productive relationships with clients and internal partners.
• Proficiency with Microsoft Office, especially Excel; comfort working with multiple data sources is a plus.

Responsibilities

• Proactively monitor and respond to daily client inquiries related to custody, fund accounting, administration, and ETF operations.
• Maintain client communication on inquiry status, outstanding items, and resolution progress, escalating complex or high-risk items as needed.
• Conduct client touchpoints and review meetings, preparing agendas, materials, minutes, and follow-ups.
• Review daily and monthly reports, reconciliations, and service metrics; identify and elevate issues impacting servicing.
• Partner with internal teams including Fund Accounting, Custody Operations, Client Onboarding, Product, Technology, and Risk to resolve requests and support deliverables.
• Share client insights and recurring themes to improve service quality and product capabilities.
• Communicate upcoming client activities to internal groups to ensure planning and support; understand client organizational structures for targeted communication.
• Leverage internal technology platforms to manage inquiries; educate clients on system functionality and coordinate demos.
• Contribute to training materials and product enhancement discussions.
• Adhere to policies, procedures, and best practices; safeguard data confidentiality and manage reporting requirements with accuracy.

Skills

Verbal and written communication

Organization & detail-orientation

Learning & training others

Analytical thinking & problem solving

Client relationship building

MS Excel / MS Office proficiency

Education

BA/BS degree or equivalent

Tools

BBH Infuse

Microsoft Office / Excel

Job description

Job Title: Client Service Representative

Location: Boston, MA

Duration: Contract - 6 months (temp-to-perm possible)

Pay Range: $22/hr to $24/hr (W2)

Job ID: 410858

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Client Service Representative to join our dynamic team. The ideal candidate will have strong experience in ETF custody, fund accounting, client service, and inquiry management and a proven ability to coordinate cross-functional deliverables, resolve client issues, and enhance the client experience.

Responsibilities

• Proactively monitor and respond to daily client inquiries related to custody, fund accounting, administration, and ETF operations.
• Maintain client communication on inquiry status, outstanding items, and resolution progress, escalating complex or high-risk items as needed.
• Conduct client touchpoints and review meetings, preparing agendas, materials, minutes, and follow-ups.
• Review daily and monthly reports, reconciliations, and service metrics; identify and elevate issues impacting servicing.
• Partner with internal teams including Fund Accounting, Custody Operations, Client Onboarding, Product, Technology, and Risk to resolve requests and support deliverables.
• Share client insights and recurring themes to improve service quality and product capabilities.
• Communicate upcoming client activities to internal groups to ensure planning and support; understand client organizational structures for targeted communication.
• Leverage internal technology platforms to manage inquiries; educate clients on system functionality and coordinate demos.
• Contribute to training materials and product enhancement discussions.
• Adhere to policies, procedures, and best practices; safeguard data confidentiality and manage reporting requirements with accuracy.

Required Skills & Qualifications

• BA/BS degree or equivalent work experience.
• Strong verbal and written communication with professional client-facing presence.
• Organized, detail-oriented, and able to prioritize effectively in a fast-paced environment.
• Ability to learn, adapt, and train others on new technologies and systems.
• Solid analytical, critical-thinking, and problem-solving skills.
• Demonstrated ability to build and maintain productive relationships with clients and internal partners.
• Proficiency with Microsoft Office, especially Excel; comfort working with multiple data sources is a plus.

Preferred Skills

• Exposure to ETF product structures, custody, and fund accounting workflows.
• Familiarity with client reporting platforms such as BBH Infuse or similar tools.

Work Schedule & Engagement Details

Hybrid schedule: 3 days per week in office. Monday and Wednesday required.

What Success Looks Like in This Role

• Responds to inquiries quickly, accurately, and professionally.
• Builds trust with clients and stakeholders through reliability and ownership.
• Surfaces trends, risks, and automation opportunities that enhance the client experience.
• Navigates custody, fund accounting, and ETF product structures with confidence.
• Develops into a subject-matter resource for the team over time.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.