Client Service Representative

NR Consulting; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

NR Consulting in Boston, MA seeks a Client Service & Operations Associate to support institutional and marketing teams with a focus on onboarding, account documentation, and CRM data integrity.

The ideal candidate has 3–7 years in financial services, excellent communication, and hands-on experience with CRM platforms such as Salesforce or Microsoft Dynamics. You will collaborate across Operations, Sales, and Client Service to deliver reliable client service.

Qualifications

• Bachelor’s degree required with 3–7 years in financial services.
• Strong operational and client service skills.
• Experience with Fidelity, Advent APX, and CRM systems such as Salesforce or Microsoft Dynamics.
• Excellent communication and time-management skills.

Responsibilities

• Build and maintain client relationships through exceptional service.
• Manage client onboarding, account documentation, and custodial paperwork.
• Support client requests, asset movements, and reporting processes.
• Act as a liaison between Operations, Sales, and Client Service teams.
• Assist with client reporting, process improvements, and compliance.
• Collaborate on sales support and client communication initiatives.
• Ensure accurate CRM data entry and management.

Skills

Client service

CRM systems

Operational excellence

Time management

Communication

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Microsoft Dynamics

Advent APX

Job description

Job Title: Client Service Representative

Location: Boston MA or New Haven CT

Direct Hire/Full Time

Overview

We are seeking a detail-oriented and proactive Client Service & Operations Associate to support our institutional and marketing teams. The ideal candidate will have strong operational experience, particularly in client onboarding, account management, and CRM systems.

Key Responsibilities

• Build and maintain client relationships through exceptional service.
• Manage client onboarding, account documentation, and custodial paperwork.
• Support client requests, asset movements, and reporting processes.
• Act as a liaison between Operations, Sales, and Client Service teams.
• Assist with client reporting, process improvements, and compliance.
• Collaborate on sales support and client communication initiatives.
• Ensure accurate CRM data entry and management.

Qualifications

• Bachelor’s degree with 3-7 years of financial services experience.
• Strong operational and client service skills.
• Experience with Fidelity, Advent APX, and CRM systems (Salesforce, Microsoft Dynamics).
• Excellent communication, attention to detail, and time-management skills.