Client Services Representative

Job Title: Client Service Representative

Rotational schedule: Schedule changes every week; shifts range as early as 8‑4, to as late as 11‑7

Location: Fully Onsite in Boston, MA

Duration: 3‑6 month contract with the intent of conversion to full‑time

The client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non‑financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.

• Responds to incoming phone calls from existing and potential clients about the company’s products.
• Processes a variety of routine and complex financial and non‑financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
• Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
• Maintains proper documentation of telephone calls and performs additional duties as requested.
• Interacts with other departments within the Service Center to resolve problems and answer questions.

• Associate’s Degree or equivalent work experience
• Customer service experience preferred
• Strong communication and analytical skills
• Strong attention to detail and organizational skills
• General knowledge of Microsoft Office products preferred

Seniority level: Entry level

Employment type: Other

Job function: Customer Service

Industries: Financial Services, Investment Management, and Investment Banking

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