Entry Level Financial Client Service Representative

HireTalent - Staffing & Recruiting Firm; Boston (MA); On-site; USD 40,000 - 50,000; Part time

Job summary

A staffing and recruiting agency in Boston seeks an Entry Level Financial Client Service Representative to manage client relationships and inquiries. The role emphasizes collaboration with internal teams to enhance client satisfaction through effective communication and proactive management. Requires a willingness to learn Fund Accounting and related disciplines. This position is a great opportunity for recent graduates looking to start a career in finance.

Qualifications

• Entry level position; must learn Fund Accounting and Custody disciplines.
• Strong collaboration skills with internal teams.
• Proactive approach in managing client relationships.

Responsibilities

• Manage day-to-day inquiries and collaborate with internal teams.
• Identify client trends and share insights with peers.
• Serve as the first point of contact for clients.
• Coordinate with internal product teams regarding client relationships.

Skills

Fund Accounting

Effective Communication

Client Relationship Management

Collaboration

Tools

Infuse

Job description

Entry Level Financial Client Service Representative

Overview

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 role focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The role requires 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.

Responsibilities

• Manage the day-to-day inquiries of your clients and collaborate with internal teams to resolve inquiries timely; keep clients updated on the status of inquiries until completion.
• Identify client trends and share insights with peers to detect themes and improve service; raise issues to management when multiple clients report problems with a specific product or team.
• Serve as the first point of contact for clients and communicate escalations or potential new business to the appropriate teams.
• Coordinate with internal product teams to manage client relationships; for example, notify the Product team and communicate to peers the impact of client activities, such as investments in multiple private equity funds.
• Assist in onboarding, conversions, reporting and analyses to ensure high client satisfaction.

Qualifications

• Entry level position; demonstrated ability to learn and apply Fund Accounting, Administration and Custody disciplines.
• Strong collaboration with internal teams and effective communication with client contacts.
• Ability to manage client relationships and provide timely, accurate information.
• Willingness to learn how to use systems such as Infuse to obtain answers for clients.
• Proactive in onboarding, conversions, reporting and analyses to support client satisfaction.

Details

• Employment type: Contract
• Job function: Finance
• Industries: Banking, Investment Banking, and Financial Services