Client Service Representative

Job overview

The Client Service Representative role is onsite in Boston, MA. Compensation is not specified. The position serves as a primary contact for assigned clients in a financial services environment, coordinating with internal teams to resolve inquiries and improve service delivery.

What you'll do

• Manage client inquiries and communicate status through resolution
• research and escalate service issues
• coordinate with internal departments
• meet with client contacts to review open items
• analyze inquiry trends and recommend process improvements
• review reporting and reconciliations
• prepare meeting materials and follow-up actions
• support client platform adoption and training
• maintain accurate records
• and follow information security and company policies.

What we're looking for

Skills & competencies

client service representative

boston ma

hiretalent

financial services

client inquiries

relationship management

reporting

reconciliations

client platforms

microsoft office

service improvement

Work arrangement

• Weekend coverage required

Why this role

The listing requires a bachelor’s degree or equivalent work experience and proficiency with Microsoft Office. Financial services, institutional client, reporting, and client-facing technology experience are preferred.

About the employer

HireTalent is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.