Entry Level Financial Services

Vaco by Highspring; Jersey City (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Vaco by Highspring in Jersey City, NJ is seeking a Client Service Representative to manage day-to-day client inquiries and maintain strong client relationships across Fund Accounting, Administration, and Custody offerings.

You will collaborate with internal teams, analyze trends, and support onboarding, reporting, and issue resolution to ensure high client satisfaction. Strong communication, adaptability, and Microsoft Office proficiency are essential.

Qualifications

• BA or Equivalent
• Effective verbal and written communication
• 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

Responsibilities

• Review and pro-actively respond to client inquiries daily, keeping client up to date on status, and escalating to Sr. CSR as necessary
• Research, identify and elevate internal issues that may impact client servicing
• Work with internal departments to support client requests, deliverables and issue resolution
• Analyze inquiry trends and determine if training is required to help reduce or automate
• Meet with client contacts regularly to review pending items
• Prepare agendas, minutes and coordination of meetings, and review with your manager
• Meet with your manager and peers regularly to share insights and communicate to senior management when necessary
• Working with Supervisor, communicate product enhancements to clients and conduct training sessions
• Stay abreast of and utilize relevant internal technology solutions to manage client inquiries
• Coordinate regular demos with clients to teach them how to use the platform and reduce manual intervention
• 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
• Participate in firm events and adhere to policies

Skills

Communication

Adaptability

Analytical thinking

Language skills

Microsoft Office

Education

BA or Equivalent

Tools

Microsoft Office

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 BBH 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:

Client Service

• Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary
• Research, identify and elevate 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 elevate 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
• Adhere to all BBH 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

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

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. 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).