65 Client Services Representative Jobs in Boston, MA
Phyton Talent Advisors is Hiring a Client Services Representative Near Boston, MA
Our Client, a Global Financial Services Company, is seeking a Client Services Specialist in their Boston, MA location.
Responsibilities:
Client Service and Inquiry Response:
- Proactively respond to custody-related client inquiries on a daily basis.
- Collaborate with internal departments to prioritize and resolve client requests and deliverables efficiently.
Technology and Innovation:
- Utilize relevant internal technology solutions to effectively manage client inquiries.
- Introduce and familiarize clients with new technology, automation tools, and products to enhance their experience.
Risk Management and Control:
- Assist in maintaining and reporting on client service-related metrics.
- Participate in team-based project work and audits to ensure compliance and improve service delivery.
- Complete monthly reporting requirements accurately and on time.
Education and Experience:
- BA/BS degree or equivalent work experience is required.
Skills and Competencies:
- Strong customer service orientation with excellent communication skills.
- Ability to work collaboratively within a team and with various internal departments.
- Proficiency in using technology and automation tools.
- Detail-oriented with strong organizational and time management skills.
- Ability to manage multiple tasks and prioritize effectively.
Job Summary
Full Time
$56k-73k (estimate)
06/15/2024
07/02/2024
phytontalent.com
New York, NY
<25
Related Companies
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
