Client Service Representative

3 weeks ago


Boston, United States KBW Financial Staffing & Recruiting Full time

Top Financial Services client has a need for a Client Service Analyst on the Private Equity side who has high energy, likes working with internal and external clients, and has strong communication skills. Responsibilities: Responsible for managing the day-to-day inquiries of our clients. You will need to collaborate with internal teams to resolve your inquiries timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize the firm Infuse to obtain answers is important. You are the first point of contact for your clients. Sharing possible escalations/new business with appropriate teams will lead to better management of them. This position is accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone’s day to day. Review and pro-actively respond to client and internal inquiries daily, keeping clients up to date on status, and escalating to Sr. Client Service Rep. as necessary. Research, identify and escalate internal issues that may impact client servicing. Qualifications: BA or Equivalent Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills #J-18808-Ljbffr



  • Boston, United States US Tech Solutions Full time

    JOB DESCRIPTION The management team is seeking a candidate with the following skills: Adaptability- Ability to quickly adjust to changing priorities and dynamics Growth Mindset- Being open to learning, receiving feedback, and improving Initiative and Proactivity- Someone who takes ownership of their role and proactively contributes without being prompted ...


  • Boston, United States US Tech Solutions Full time

    JOB DESCRIPTION The management team is seeking a candidate with the following skills: Adaptability- Ability to quickly adjust to changing priorities and dynamics Growth Mindset- Being open to learning, receiving feedback, and improving Initiative and Proactivity- Someone who takes ownership of their role and proactively contributes without being prompted ...


  • boston, United States US Tech Solutions Full time

    JOB DESCRIPTIONThe management team is seeking a candidate with the following skills:Adaptability- Ability to quickly adjust to changing priorities and dynamicsGrowth Mindset- Being open to learning, receiving feedback, and improvingInitiative and Proactivity- Someone who takes ownership of their role and proactively contributes without being prompted Working...


  • Boston, United States US Tech Solutions Full time

    JOB DESCRIPTIONThe management team is seeking a candidate with the following skills:Adaptability- Ability to quickly adjust to changing priorities and dynamicsGrowth Mindset- Being open to learning, receiving feedback, and improvingInitiative and Proactivity- Someone who takes ownership of their role and proactively contributes without being prompted Working...


  • Boston, United States The Hollister Group LLC Full time

    Client Service Representative Our client, a financial institution, is looking to hire a remote contract to hire Client Service Representative for their busy call center. This position is a phone-based position with heavy interaction with clients. This role requires solid customer service experience, interest in working in a financial environment, strong...


  • Boston, United States The Hollister Group Full time

    Client Service Representative Our client, a financial institution, is looking to hire a remote contract to hire Client Service Representative for their busy call center. This position is a phone-based position with heavy interaction with clients. This role requires solid customer service experience, interest in working in a financial environment, strong...


  • Boston, United States Atlantic Group Full time

    Job Overview - Client Service Representative (Hybrid): Become part of our client’s Boston, MA team as a Client Service Representative. In this temporary role, you will manage assigned client relationships with a focus on fund accounting, administration, and custody, ensuring proactive solutions and high client satisfaction. Compensation: $24/hour Location:...


  • Boston, MA, United States US Tech Solutions Full time

    JOB DESCRIPTION The management team is seeking a candidate with the following skills: Adaptability- Ability to quickly adjust to changing priorities and dynamics Growth Mindset- Being open to learning, receiving feedback, and improving Initiative and Proactivity- Someone who takes ownership of their role and proactively contributes without being...


  • Boston, MA, United States The Hollister Group Full time

    Client Service Representative Our client, a financial institution, is looking to hire a remote contract to hire Client Service Representative for their busy call center. This position is a phone-based position with heavy interaction with clients. This role requires solid customer service experience, interest in working in a financial environment, strong...


  • Boston, United States Zelis Healthcare Full time

    The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes. Our best Client Service Representatives are super reliable, love helping people, and are great at solving problems. This team also serves as a talent pipeline into the rest...


  • Boston, United States Aleron Full time

    Description Are you a recent finance graduate looking to join one of the top companies within the Investment Banking Industry? Are you looking to start your professional career and grow at an Entry-Level opportunity? Do you have experience with Microsoft Office Products? If you answered yes to those three questions, then apply today! Acara Solutions seeks...


  • Boston, United States Reliance Standard Full time

    Job Responsibilities and Requirements Assume overall responsibility for managing undedicated client accounts ranging from 2 to 99 lives. This role serves as the main contact for the client for ongoing service and is the customer's resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and...


  • Boston, United States BGSF Full time

    Client Service Representative (Technical Sales) 5 days ago Be among the first 25 applicants About the job At BGSF, our primary goal is to make a difference in people’s lives by connecting the right individuals with the right opportunities. Throughout our history we have worked tirelessly to cultivate a supportive, energetic environment where employees...


  • Boston, United States Brown Brothers Harriman Full time

    At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a...


  • Boston, United States Brown Brothers Harriman Full time

    At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a...


  • Boston, United States BGSF Full time

    About the job At BGSF, our primary goal is to make a difference in peoples lives by connecting the right individuals with the right opportunities. Throughout our history we have worked tirelessly to cultivate a supportive, energetic environment where employees can expand their skill sets, grow in their careers, and have fun doing it So, is BGSF the right...


  • Boston, United States Beacon Hill Staffing Group Full time

    Beacon Hill Staffing Group is seeking a motivated and detail-oriented Receptionist to join their team for a minimum of 3+ months. As a Receptionist, you will play a key role in providing exceptional customer service to clients and colleagues, while maintaining a professional and organized front office environment.About the JobThis is a temporary Receptionist...

  • Client Service Rep

    2 weeks ago


    Boston, United States US Tech Solutions Full time

    JOB DESCRIPTIONHybrid Schedule:Required to be in office 3/5 days a weekThe management team is seeking a candidate with the following skills:Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The...

  • Client Service Rep

    2 weeks ago


    Boston, United States US Tech Solutions Full time

    JOB DESCRIPTION Hybrid Schedule: Required to be in office 3/5 days a week The management team is seeking a candidate with the following skills: Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs....

  • Client Service Rep

    4 weeks ago


    Boston, United States US Tech Solutions Full time

    JOB DESCRIPTIONWorking under direct supervision, the Client Service Representative is an entry level position responsible for monitoring client custody operations and service levels.The Client Service Representative also assists more senior team members with client conversions, reporting and analyses.1. Client Service and Inquiry Response - Proactively...