Client Service Representative (Hybrid)

Company: Atlantic Group
Location: Boston
Posted on: November 6, 2024

Job Description:

Job Overview - Client Service Representative (Hybrid):Become part of our client's Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction.Compensation: $24/hourLocation: Boston, MASchedule: Monday to Friday (Hybrid)Responsibilities as the Client Service Representative:

• Client Management: Address and resolve day-to-day client inquiries, escalating issues when needed.
• Collaboration: Work with internal teams to resolve client issues and meet deliverables.
• Communication: Keep clients updated on inquiry statuses and share insights on trends to improve processes.
• Reporting: Execute reviews of client reporting and reconciliations, ensuring accuracy and escalating issues as necessary.
• Training: Conduct client training sessions to teach them how to utilize internal systems and reduce manual intervention.Qualifications for the Client Service Representative:
• Education: Bachelor's degree or equivalent required.
• Experience: Prior experience in Client Service or a related Financial Services role preferred.
• Skills: Strong verbal and written communication, analytical and problem-solving skills.
• Technology: Strong proficiency in Microsoft Office Suite with the ability to quickly adapt to new technologies and systems.
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Keywords: Atlantic Group, Nantucket , Client Service Representative (Hybrid), Sales , Boston, Massachusetts