Client Service Representative - 25855

Client Service Representative – Investment Management- Boston, MA

We are currently seeking candidates for a Client Service Representative position with a top-tier Investment Management firm located in Boston, MA. The Client Service Representative will develop and utilize excellent client relation skills, and will serve as a resource for all standard and complex financial and non-financial related transaction inquiries. The ideal candidate will demonstrate excellent communication and interpersonal skills, strong attention to detail, and great organizational skills.

This position is a 3-6 month contract to hire opportunity, paying $20/hour within a 40-hour workweek. This position is required to be onsite 5 days/week in their Boston office.

Responsibilities:

• Respond to incoming phone calls from existing and potential clients
• Process a variety of routine and complex financial and non-financial transactions
• Resolve basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution
• Communicate with shareholders, participants, broker/dealers, and others to verify information and clarify requests
• Provide appropriate documentation to customers as requested
• Collaborate with various internal departments to optimize client service processes
• Assist in special projects as needed
  
  

Qualifications:

• BS/BA degree (preferred)
• Customer service experience (required)
• Strong communication and analytical skills
• Excellent attention to detail and organizational skills
• Proficiency in MS Office Suite
• Ability to thrive in a fast-paced environment
  
  

If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com.