Client Services Representative

My client, a confidential financial services firm in Boston
, is seeking a Client Services Representative to join their team.

This role is 5 days onsite in Boston with some flexibility to work from home when it snows or for the occasional appointment, etc.

The ideal candidate has extensive experience with trusts and trust accounting
, as well as the ability to maintain extreme confidentiality.

A team player/no job is too small or too big mentality is a must!

• Open and close accounts
• Bill pay for clients
• Database management
• Provide support for charitable works
• Collaborate with attorneys
• Assist with coordinating real estate transactions as needed
• Ad hoc trust administration and research projects as needed

• 10+ years of experience in Client Services in a financial services setting
• Proven track record of successfully building and managing relationships with client
• Experience with trust accounting is ideal
• Outstanding organizational, multi-tasking, and prioritization skills
• Ability to work under tight deadlines and to accommodate last-minute changes
• Able to work additional hours as needed
• Tech savvy
• Team player mentality

Full job description to be shared prior to an interview with my client and after a successful initial screening interview.