Customer Service Representative; Investment Banking
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-25
Listing for:
Phyton Talent Advisors
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
- Proactively respond to client inquiries on a daily basis
- Provide filtering and escalation for client inquiries
- Participate in scheduled client meetings as requested
- Assist in activities that support the measurement of Client Service Standards across the various products BBH provides to our clients.
- Work effectively with internal departments or third-party providers to prioritize client requests, deliverables and issue resolution
- Execute reviews of internal reporting for assigned client relationships and elevate issues which may impact client servicing to the Client Service Supervisor
- Participate in team-based project work and audits
- Utilize relevant internal technology solutions to effectively manage client inquiries
- Introduce and familiarize clients with new technology, automation tools and products
- Where required, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client.
- BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
- 2 to 3 years of Industry experience
- Ability to communicate effectively both verbally and in writing
- Ability to effectively prioritize and resolve client needs
- Ability to learn and utilize new technologies to research, analyze, and resolve client needs
- Ability to work quickly and accurately in a deadline-oriented environment
- Ability to build and maintain internal and external client relationships
- In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes required
- Strong ability to apply analytical skills to data, workflows, numeric information and problem solving
- Other requirements (licenses, certifications, specialized training, physical or mental abilities required)
- Comprehensive working knowledge of Microsoft Office products
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