Demo

Client Service Representative (Hybrid)

Atlantic Group
Boston, MA Full Time
POSTED ON 3/25/2025
AVAILABLE BEFORE 4/18/2025

Job Overview - Client Service Representative (Hybrid) :

Make your application after reading the following skill and qualification requirements for this position.

Become part of our client’s Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction.

Compensation : $24 / hour

Location : Boston, MA

Schedule : Monday to Friday (Hybrid)

Responsibilities as the Client Service Representative :

  • Client Management : Address and resolve day-to-day client inquiries, escalating issues when needed.
  • Collaboration : Work with internal teams to resolve client issues and meet deliverables.
  • Communication : Keep clients updated on inquiry statuses and share insights on trends to improve processes.
  • Reporting : Execute reviews of client reporting and reconciliations, ensuring accuracy and escalating issues as necessary.
  • Training : Conduct client training sessions to teach them how to utilize internal systems and reduce manual intervention.

Qualifications for the Client Service Representative :

  • Education : Bachelor's degree or equivalent required.
  • Experience : Prior experience in Client Service or a related Financial Services role preferred.
  • Skills : Strong verbal and written communication, analytical and problem-solving skills.
  • Technology : Strong proficiency in Microsoft Office Suite with the ability to quickly adapt to new technologies and systems.
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    Remote working / work at home options are available for this role.

    Salary : $24

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