Entry Level Financial Services

Vaco; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Vaco seeks a detail-oriented Client Service Representative in Boston to manage assigned client relationships within Fund Accounting, Administration, and Custody services. You will collaborate with internal teams to resolve inquiries and support daily operations.

The ideal candidate demonstrates strong communication, organization, and analytical skills in a fast-paced financial services environment and is able to adapt to evolving client needs.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office, including Excel, Word, and Outlook.
• Ability to learn new systems and technology quickly.
• Strong interpersonal skills and ability to collaborate across departments.
• Interest in financial services, investment operations, fund accounting, or client servicing.

Responsibilities

• Serve as the primary point of contact for assigned clients, responding to daily inquiries and providing timely updates.
• Collaborate with internal departments to resolve client issues and ensure service expectations are met.
• Identify and elevate complex inquiries or potential service issues to senior team members.
• Maintain strong relationships with client contacts and internal stakeholders.
• Coordinate client meetings, prepare agendas, document meeting notes, and track outstanding items.
• Review internal reports and reconciliations to identify potential issues impacting clients.

Skills

Written communication

Verbal communication

Organizational skills

Analytical thinking

Multitasking

MS Office (Excel, Word, Outlook)

Learning agility

Interpersonal skills

Client servicing

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

The Client Service Representative is responsible for managing and supporting assigned client relationships, ensuring timely resolution of inquiries and a high level of client satisfaction. This role focuses on Fund Accounting, Administration, and Custody services while working closely with internal teams to address client needs, improve processes, and support daily operations.

The ideal candidate is detail-oriented, proactive, adaptable, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

Client Service Representative

Job Summary

The Client Service Representative is responsible for managing and supporting assigned client relationships, ensuring timely resolution of inquiries and a high level of client satisfaction. This role focuses on Fund Accounting, Administration, and Custody services while working closely with internal teams to address client needs, improve processes, and support daily operations.

The ideal candidate is detail-oriented, proactive, adaptable, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

Client Service & Relationship Management

• Serve as the primary point of contact for assigned clients, responding to daily inquiries and providing timely updates.
• Collaborate with internal departments to resolve client issues and ensure service expectations are met.
• Identify and elevate complex inquiries or potential service issues to senior team members.
• Maintain strong relationships with client contacts and internal stakeholders.
• Coordinate client meetings, prepare agendas, document meeting notes, and track outstanding items.
• Review internal reports and reconciliations to identify potential issues impacting clients.

Process Improvement & Technology

• Identify recurring client inquiries and recommend opportunities to improve efficiency and streamline processes.
• Assist clients with utilizing internal platforms and technology solutions.
• Coordinate client demonstrations and training sessions to encourage system adoption.
• Communicate product enhancements and system updates to clients as needed.
• Share client feedback and trends with management to support service improvements.

Collaboration & Risk Management

• Partner with Fund Accounting, Administration, Custody, and other internal teams to support client needs.
• Communicate potential escalations, operational concerns, and new business activity to appropriate departments.
• Maintain accurate documentation and follow established policies and procedures.
• Ensure client information is handled securely and confidentially.
• Participate in team meetings, training sessions, and professional development opportunities.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office, including Excel, Word, and Outlook.
• Ability to learn new systems and technology quickly.
• Strong interpersonal skills and ability to collaborate across departments.
• Interest in financial services, investment operations, fund accounting, or client servicing.

Key Competencies

• Adaptability: Ability to adjust quickly to changing priorities and client needs.
• Growth Mindset: Willingness to learn, accept feedback, and continuously improve.
• Initiative: Takes ownership of responsibilities and proactively identifies solutions.
• Client Focus: Committed to delivering responsive, accurate, and professional service.
• Teamwork: Works effectively with internal departments to resolve issues and improve the client experience.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail] .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual's skill sets, experience and training;

licensure and certification requirements;

office location and other geographic considerations; and

other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).