Client Service Representative

Phaxis

Boston (MA)

On-site

USD 27,276 - 38,848

Part time

14 days+

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Job summary

A financial services company in Boston seeks an entry-level Client Service Representative. In this role, you'll manage client inquiries, collaborate with internal teams for solutions, and build strong client relationships. The ideal candidate should have effective communication skills and a bachelor's degree. This position offers up to $24/hr and is focused on client satisfaction and relationship management.

Qualifications

Effective verbal and written communication skills.
Ability to learn new technologies and systems.
Strong analytical and problem-solving abilities.

Responsibilities

Manage daily inquiries of clients and keep them updated.
Collaborate with internal teams for timely resolution of inquiries.
Prepare for and participate in client meetings.

Skills

Communication skills

Analytical skills

Problem-solving skills

Adaptability

Knowledge of Microsoft Office

Education

Bachelor's degree or equivalent

Job description

Pay up to $24/hr

Job Description:

Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The role will require you to establish relationships with client contacts as well as internal teams. A Client Service Representative will collaborate with team members and managers to discuss client trends, provide insights, offer automated solutions and assist in onboarding clients, conversions, reporting and analyses to ensure high client satisfaction.

Position Scope

As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients. You will need to collaborate with internal teams to resolve your inquiries timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize Client Infuse to obtain answers is important.

As a Client Service Representative, you are presented with client insights throughout your day to day interactions. Sharing insights with your peers can detect similar themes which directly impacts your department. For example, if multiple clients are having issues with a specific product/team, raising this to management can lead to a possible solution that impacts multiple clients.

As client service representative, you are the first point of contact for your clients. Sharing possible escalations/new business with appropriate teams will lead to better management of them.

This position is accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone\'s day to day.

Job Duties

Review and pro-actively respond to client and internal inquiries daily, keeping client up to date on status, and escalate to Sr. Client Service Rep. as necessary.
Research, identify and escalate internal issues that may impact client servicing.
Work effectively with internal departments to support client requests, deliverables and issue resolution.
Analyze inquiry trends and determine if training is required to help either reduce or automate.
Meet with your client contacts regularly to review pending items.
Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR.
Prepare agendas, minutes and coordination of the meetings, and review with your manager.
Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.

Technology Management & Effectiveness

Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries.
Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.

Relationship Building & Networking

Collaborate with internal teams to share insights and improve the client experience.
Understand your client\'s organizational chart to ensure you contact appropriate members to review items.
Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities.

Risk & Control

Adhere to all Client policies and best practices.
Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.
Pay attention to detail and contacts sent in emails.

Knowledge, Skills, Competencies

BA or Equivalent.
Ability to communicate effectively with both verbal and written skills.
Ability to learn and adapt to new technologies and systems.
Strong analytical and problem-solving skills.
Language skills commensurate with office location and client relationships supported.
Comprehensive working knowledge of Microsoft Office Products.

Seniority level