Junior Financial Client Services Associate

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

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.