Client Service Representative

Job Title: Client Service Representative

Location: Boston, MA – Role is onsite 100% but can earn remote days over time

Duration: 3 - 6 month contract with intent of conversion to full-time

Hours: Rotational schedule: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7. You will know 2 weeks in advance what your schedule will be.

Start Date: February 10th, 2025

Role Summary

Our client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.

RESPONSIBILITIES INCLUDE

• Responds to incoming phone calls from existing and potential clients about company's products.
• Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
• Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
• Maintains proper documentation of telephone calls and performs additional duties as requested.
• Interacts with other departments within the Service Center to resolve problems and answer questions.

REQUIRED QUALIFICATIONS

• Associate degree or equivalent work experience
• Customer service experience preferred
• Strong communication and analytical skills
• Strong attention to detail and organizational skills
• General knowledge of Microsoft Office products preferred