What are the responsibilities and job description for the Finance Associate position at BCforward?
Job Title: Fresh Grad
Duration: 06 Months with possible extensions
Location: Boston, MA 02110
Job Duties:
Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary
Research, identify and escalate internal issues that may impact client servicing.
Work effectively with internal departments to support client requests, deliverables and issue resolution.
Analyze inquiry trends and determine if training is required to help either reduce or automate.
Meet with your client contacts regularly to review pending items.
Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR
Prepare agendas, minutes and coordination of the meetings, and review with your manager.
Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.
Technology Management & Effectiveness
Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.
Relationship Building & Networking
Collaborate with internal teams to share insights and improve the client experience.
Understand your client's organizational chart to ensure you contact appropriate members to review items.
Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activitie
Adhere to all BBH policies and best practices
Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.
Pay attention to detail and contacts sent in emails.
Skills:
BA or Equivalent
Ability to communicate effectively with both verbal and written skills
Ability to learn and adapt to new technologies and systems
Strong analytical and problem-solving skills
Language skills commensurate with office location and client relationships supported
Comprehensive working knowledge of Microsoft Office Products
