Client Services Associate — Tech-Savvy & Proactive Support

Phyton Talent Advisors; Boston (MA); On-site; USD 45,000 - 55,000; Full time

Job summary

Phyton Talent Advisors is seeking an entry-level Client Service Representative to monitor client custody operations and service levels. You will assist senior team members with client conversions, reporting and analyses, while proactively responding to inquiries.

You will work with internal departments to prioritize requests, participate in monthly reporting, and support risk management through metrics and audits. BA/BS degree or equivalent work experience is required.

Qualifications

• Entry-level role focused on monitoring client custody operations and service levels.
• Supports senior team members with client conversions, reporting and analyses.
• Proactively responds to custody-related client inquiries each day.
• Contributes to monthly reporting and team-based audits.

Responsibilities

• Client service and inquiry response to custody-related requests.
• Leverage internal tools to manage client inquiries and deliverables.
• Support risk management by reporting client service metrics and audits.
• Complete monthly reporting requirements and assist in project work.

Skills

Client service

Inquiry response

Communication

Teamwork

Education

BA/BS degree or equivalent work experience

Job description

Phyton Talent Advisors is seeking an entry-level Client Service Representative to monitor client custody operations and service levels. You will assist senior team members with client conversions, reporting and analyses, while proactively responding to inquiries.

You will work with internal departments to prioritize requests, participate in monthly reporting, and support risk management through metrics and audits. BA/BS degree or equivalent work experience is required.