Client Service Representative

Job overview

The Client Service Representative role is onsite in Boston, MA. Compensation is not specified. The entry-level position supports client custody operations, service delivery, and relationship management in a financial services environment. The representative responds to client inquiries and coordinates with internal teams to resolve requests, maintain accurate reporting, and support service quality. The role also assists with client conversions, operational reporting, technology adoption, and compliance activities.

What you'll do

• Respond to client custody-related inquiries
• coordinate with internal departments to prioritize and resolve requests
• monitor service levels and deliverables
• escalate issues
• use internal technology platforms
• introduce clients to technology solutions and self-service tools
• assist with conversions, reporting, and data analysis
• maintain service metrics
• support monthly reporting, audits, controls, and compliance activities.

What we're looking for

Skills & competencies

client service representative

hiretalent

boston ma

onsite

client services

custody operations

client inquiries

service delivery

operational reporting

data analysis

technology solutions

compliance

Work arrangement

• Weekend coverage required

Why this role

Entry-level client service role with exposure to custody operations, technology solutions, and cross-functional processes

About the employer

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