×
Register Here to Apply for Jobs or Post Jobs. X

Client Service Representative

Job in Boston, Suffolk County, Massachusetts, 02210, USA
Listing for: HireTalent
Full Time position
Listed on 2026-07-16
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Service Rep, Client Relationship Manager, Bank Customer Service
Job Description & How to Apply Below
Overview We are seeking a Client Service Representative to support custody operations and deliver high-quality service to clients. This entry-level role focuses on handling client inquiries, supporting daily operations, and assisting with reporting and process improvements.
This is a great opportunity for candidates looking to build a career in financial services and client operations within a collaborative, hybrid work environment. Responsibilities
  • Respond to client inquiries related to custody operations in a timely and professional manner
  • Coordinate with internal teams to resolve client requests and ensure service delivery
  • Monitor client service levels and assist with maintaining service metrics
  • Support client conversions, reporting, and data analysis activities
  • Utilize internal systems and tools to track, manage, and resolve requests
  • Introduce and guide clients on new technology tools and solutions
  • Assist with monthly reporting, audits, and project-based initiatives
  • Maintain accurate documentation and follow established processes
Required Qualifications
  • Bachelor s degree (or equivalent work experience)
  • Strong communication and customer service skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong organizational and problem-solving skills
  • Basic understanding of business operations or financial services
  • Proficiency in Microsoft Office tools
Preferred Qualifications
  • Internship or experience in financial services, operations, or client support
  • Exposure to reporting, analysis, or process improvement initiatives
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary