Institutional Client Services Specialist - Hybrid Role

Masis Professional Group; Boston (MA); Hybrid; USD 57,859 - 66,124; Full time

Job summary

Masis Professional Group is seeking a Client Service Associate for a long-term contract role at a respected investment firm in Boston. The successful candidate will serve as the main point of contact for institutional clients, addressing inquiries, ensuring their reporting needs are met, and liaising with internal teams.

The role requires a Bachelor's degree and a minimum of three years' experience in financial services. Strong communication skills and resourcefulness are essential. This position offers a hybrid schedule and competitive pay, ranging from $42 to $48 per hour.

Qualifications

• At least three years of experience working with institutional clients in financial services.
• Must have strong problem-solving abilities.

Responsibilities

• Address client inquiries and resolve issues in a timely manner.
• Ensure clients' reporting and servicing needs are met.
• Liaise with internal teams for accurate inquiry resolution.
• Maintain CRM system with client data.

Skills

Exceptional communication skills

Resourcefulness

Client relationship management

Education

Bachelor's degree

Job description

Masis Professional Group is seeking a Client Service Associate for a long-term contract role at a respected investment firm in Boston. The successful candidate will serve as the main point of contact for institutional clients, addressing inquiries, ensuring their reporting needs are met, and liaising with internal teams.

The role requires a Bachelor's degree and a minimum of three years' experience in financial services. Strong communication skills and resourcefulness are essential. This position offers a hybrid schedule and competitive pay, ranging from $42 to $48 per hour.