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Client Service Rep (BOS)

HireTalent

Boston, MA

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JOB DETAILS
SKILLS
Analysis Skills, Automation, Best Practices, Communication Skills, Customer Experience, Customer Service Management, Customer Support/Service, Detail Oriented, Financial Services, Meeting Minutes, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Operational Support, Presentation/Verbal Skills, Problem Solving Skills, Product Demonstration, Reconciliation, Risk Management, Sales Management, Time Management, Training/Teaching, Trend Analysis, Writing Skills
LOCATION
Boston, MA
POSTED
14 days ago

Overview

We are seeking a Client Service Representative to manage day to day client inquiries and serve as a key point of contact throughout the inquiry lifecycle. This role requires strong collaboration with internal product and service teams, clear communication with clients, and a proactive, solutions oriented mindset. The ideal candidate takes ownership of client issues, ensures timely resolution, and helps clients become more effective users of the firm s platform and tools.
This is a hybrid, full time role with the potential to convert from temporary to permanent based on performance and business needs.

Responsibilities

Client Service & Inquiry Management
  • Review and proactively respond to client and internal inquiries daily
  • Keep clients informed on inquiry status through resolution
  • Escalate issues to senior team members when appropriate
  • Research, identify, and escalate internal issues that may impact client servicing
  • Meet regularly with client contacts to review open items and priorities
Collaboration & Issue Resolution
  • Partner closely with internal product, operations, and service teams to resolve client requests
  • Communicate client activity that may impact internal teams (e.g., increased investment activity)
  • Execute reviews of internal reporting and reconciliations for assigned clients
  • Escalate servicing risks or issues that may impact the client experience
Technology & Platform Enablement
  • Communicate product enhancements to clients and provide training when needed
  • Stay current on internal technology solutions used to manage client inquiries
  • Coordinate and deliver platform demos to help clients self serve and reduce manual intervention
  • Analyze inquiry trends and recommend training or automation opportunities
Meetings & Communication
  • Prepare meeting agendas, minutes, and follow ups; review with manager as needed
  • Meet regularly with manager and peers to share insights and align on priorities
  • Communicate key themes or risks to senior management when necessary
Risk & Control
  • Adhere to all company policies and best practices
  • Identify opportunities to reduce risk related to sensitive information and attachments
  • Demonstrate strong attention to detail in written communications and client correspondence

Required Qualifications

  • Bachelor s degree or equivalent experience
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities in a deadline driven environment
  • Strong analytical and problem solving skills
  • Ability to learn and adapt to new technologies and systems
  • Proficiency with Microsoft Office (Outlook, Teams, Excel, Word)
  • Language skills appropriate to the office location and client base

Preferred Qualifications

  • Prior experience in client service, financial services, or operations support
  • Experience working with inquiry or ticket management systems

About the Company

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