Client Service Representative Boston, MA

Client Service Representative

We are looking for a Client Service Representative to support client relationships and deliver a high standard of service for a long-term contract opportunity. In this role, you will serve as a key point of contact for client requests, coordinate with internal teams to resolve issues, and help ensure service commitments are met across multiple products. This position is well suited for someone who can manage competing priorities, communicate clearly, and work effectively in a hybrid environment.

Responsibilities:

• Serve as a primary contact for day-to-day client questions, providing timely updates, clear guidance, and appropriate follow-up on open items.
• Assess incoming requests, route complex matters to the right teams, and track escalations through resolution to maintain strong client support.
• Join scheduled client discussions when needed, offering service updates and helping address operational concerns or outstanding requests.
• Review client-related reporting and identify potential service risks, bringing concerns forward when issues could affect the client experience.
• Partner with internal departments and external providers to coordinate deliverables, resolve service issues, and keep priorities aligned.
• Use internal systems and technology platforms to document inquiries, research account details, and manage service activity efficiently.
• Help clients adopt available digital tools and automation features by explaining functionality and encouraging effective use of new solutions.
• Monitor required client records and supporting documentation, including tax forms, account details, and authorized signer information, and flag gaps that could create risk.
• Contribute to team initiatives, control reviews, and audit-related activities that strengthen service quality and operational compliance.