Client Service Representative - Boston, MA

Senior Associate at Daley & Associates, LLC.

Client Service Representative – Investment Management

We are currently seeking candidates for a Client Service Representative opportunity with an industry leading Investment Management firm located in Boston, MA. The Client Service Representative will develop and utilize excellent client relation skills, and 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 role is a 3‑6+ month contract to hire opportunity, paying $20‑$21 per hour. You will be required to be in the Boston office 5 days per week.

• 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; initiate 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

• 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

For immediate consideration, interested and qualified candidates should send their resumes to Alanna at