Client Service Representative

Client Service Representative

We are currently recruiting for a Client Service Representative role with a reputable financial services firm based in Boston, MA. The Client Service Representative will assist clients by responding to inbound inquiries, completing account-related transactions, and addressing routine service requests in a high-volume service center setting. This entry-level position is ideal for candidates looking to establish a long-term career in the financial services industry.

This is a 3–6 month contract-to-hire opportunity offering $20–$21 per hour. The position is fully onsite, five days per week, in Boston, MA.

• Handle inbound phone inquiries from existing and prospective clients regarding products, services, and account-related information.
• Execute routine and more complex financial and non-financial transactions in accordance with established procedures and quality standards.
• Respond to basic account inquiries and initiate research or elevate more complex issues as appropriate.
• Communicate with clients and internal partners via phone and email to confirm details, clarify requests, and provide required documentation.
• Accurately document client interactions and maintain complete and compliant call records.
• Collaborate with internal teams to resolve issues efficiently and ensure timely follow‑up.
• Provide additional administrative and operational support, including ad hoc responsibilities, as assigned by management.

• Associate’s degree or equivalent professional experience required.
• Prior customer service experience preferred; open to recent graduates.
• Strong verbal communication skills with the ability to analyze and resolve issues effectively.
• High level of attention to detail combined with strong organizational and time‑management skills.
• Working knowledge of Microsoft Office applications.
• Interest in financial services is a plus, though not required.
• Demonstrated professionalism, punctuality, flexibility, and coachability are essential for success in this role.

For immediate consideration, interested and qualified candidates should send their resume to Lydia at

Entry level

Contract

Business Development

Industries:
Staffing and Recruiting