Junior Client Services Analyst - Fund Accounting

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

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.