Client Services Representative

Phyton Talent Advisors; Boston (MA); Presencial; USD 45.000 - 55.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client service

Inquiry response

Communication

Teamwork

Educación

BA/BS degree or equivalent work experience

Descripción del empleo

Our Client is seeking a Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels. The Client Service Representative also assists more senior team members with client conversions, reporting and analyses.

Key Responsibilities

1. Client Service and Inquiry Response

• Proactively respond to custody related client inquiries on a daily basis.
• Work with internal departments to prioritize and resolve client requests and deliverables.

2. Technology and Innovation

• Utilize relevant internal technology solutions to effectively manage client inquiries.
• Introduce and familiarize clients with new technology, automation tools and products.

3. Risk Management and Control

• Introduce and familiarize clients with new technology, automation tools and products.
• Assist in maintaining and reporting on client service related metrics.
• Participate in team based project work and audits.
• Complete monthly reporting requirements.

Education and Experience

• BA/BS degree or equivalent work experience.