Client Service Representative

Client Service Representative
We are currently seeking candidates for a Client Service Representative opportunity with a well-established financial services organization in Boston, MA. This role will support clients by handling inbound inquiries, processing account-related transactions, and resolving routine service requests in a fast-paced service center environment. This is an entry-level opportunity for candidates looking to build a long-term career in the financial services industry.
This is a 3–6-month contract-to-hire position paying $20-$21/hour. This role is fully onsite five days a week in Boston, MA.

Responsibilities:

Responsibilities

• Respond to inbound calls from existing and prospective clients regarding products, services, and account information.

• Process routine and complex financial and non-financial transactions in accordance with established procedures and quality standards.

• Address account-related questions and initiate research or escalation for more complex issues.

• Communicate with clients and internal partners via phone and email to verify information, clarify requests, and provide documentation as needed.

• Accurately document client interactions and maintain detailed call records.

• Collaborate with internal departments to resolve client issues and ensure timely follow-up.

• Provide additional support and assist with ad hoc responsibilities as requested by management.

Qualifications

• Associate’s degree or equivalent professional experience.

• Prior customer service experience preferred; recent graduates are encouraged to apply.

• Strong verbal communication, problem-solving, and analytical skills.

• Excellent attention to detail and strong organizational abilities.

• Working knowledge of Microsoft Office applications.

• Interest in financial services is a plus, but not required.

• Professionalism, punctuality, flexibility, and a willingness to learn and be coached are essential for success.
   

For immediate consideration, interested and qualified candidates should send their resume to Lydia Singer at Lsinger@daleyaa.com.

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