Client Service Rep-ETF; BOS

Position: Client Service Rep-ETF (BOS)
Overview We are seeking a Client Service Representative to support and manage assigned client relationships within fund accounting, administration, and custody services. Working under direct supervision, this role serves as the primary point of contact for clients, handling day to day inquiries while collaborating closely with internal teams to ensure timely, accurate, and high quality service.

This position is ideal for a detail oriented and client focused professional who can balance relationship management, operational support, and data driven insights in a fast paced environment. Responsibilities Client Service & Relationship Management

• Manage daily client and internal inquiries, ensuring timely updates through resolution
• Act as the primary point of contact for assigned client relationships
• Research, identify, and escalate issues that may impact client servicing
• Collaborate with internal departments to support client requests, deliverables, and issue resolution
• Meet regularly with client contacts to review open items and priorities
• Review internal reports and reconciliations; escalate risks or issues as needed
• Identify inquiry trends and recommend process improvements, training, or automation opportunities
• Share client insights with peers and leadership to improve overall service delivery
• Proactively identify potential escalations or new business opportunities and route them appropriately

Technology & Platform Enablement

• Guide clients on using internal platforms to access information and reduce manual inquiries
• Communicate product updates and enhancements to clients
• Coordinate and deliver client demos or training sessions as needed
• Utilize internal systems effectively to manage and resolve inquiries

Collaboration & Communication

• Prepare meeting agendas, minutes, and follow ups
• Meet regularly with managers and peers to share insights and align on priorities
• Collaborate across teams to improve client experience and service outcomes
• Stay informed on firm wide updates, initiatives, and best practices

Risk & Control

• Adhere to all internal policies, procedures, and compliance standards
• Ensure accuracy and professionalism in all communications and documentation
• Identify opportunities to reduce risk when handling sensitive client information

Required Qualifications

• Bachelor s degree or equivalent experience
• Strong verbal and written communication skills
• Ability to manage multiple priorities in a deadline driven environment
• Strong analytical and problem solving skills
• Ability to learn and adapt to new systems and technologies quickly
• Proficiency with Microsoft Office (Excel, Outlook, Word, PowerPoint)
• Strong attention to detail and organizational skills

Preferred Qualifications

• Prior experience in client service, financial services, or operations support
• Experience supporting fund accounting, administration, or custody services
• Exposure to onboarding, reporting, or data analysis
• Ability to identify trends and suggest process improvements