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Entry Level/Fresh Graduates - Finance Analyst - Hybrid - EA2025!

Techlink Systems
Boston, MA Contractor
POSTED ON 3/3/2025
AVAILABLE BEFORE 4/26/2025

Job Description

  • Working under direct supervision, the Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels.
  • The Client Service Representative also assists more senior team members with client conversions, reporting and analyses.
  • Client Service and Inquiry Response - Proactively respond to custody related client inquiries on a daily basis.
  • Work with internal departments to prioritize and resolve client requests and deliverables.
  • Utilize relevant internal technology solutions to effectively manage client inquiries.
  • Introduce and familiarize clients with new technology, automation tools and products..
  • Introduce and familiarize clients with new technology, automation tools and products.
  • Assist in maintaining and reporting on client service related metrics.
  • Participate in team based project work and audits.
  • Complete monthly reporting requirements.

Education level and/or relevant experience(s) - BA/BS degree or equivalent work experience.

  • The management team is looking for someone with a positive attitude and the willingness to learn.
  • Hybrid Schedule: The team is mostly in the office Tuesday – Thursday, working from home on Mondays and Fridays

Salary : $18 - $24

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