Client Service Rep
2 days ago
Working 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 respond to custody related client inquiries on a daily basis. - Work with internal departments to prioritize and resolve client requests and deliverables.
2. Technology and Innovation - Utilize relevant internal technology solutions to effectively manage client inquiries. - Introduce and familiarize clients with new technology, automation tools and products
. 3. Risk Management and Control - Introduce and familiarize clients with new technology, automation tools and products. - Assist in maintaining and reporting on client service related metrics. - Participate in team based project work and audits. - Complete monthly reporting requirements.
Education level and/or relevant experience(s):
BA/BS degree or equivalent work experience.
The management team is looking for someone with a positive attitude and the willingness to learn.
Hybrid Schedule: The team is mostly in the office Tuesday - Thursday, working from home on Mondays and Fridays
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration foremployment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
-
Client Service Rep
2 weeks ago
Boston, United States US Tech Solutions Full timeJOB DESCRIPTION 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 individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for...
-
Client Service Rep
3 months ago
Boston, United States US Tech Solutions Full timeJOB DESCRIPTION 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 individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for...
-
Medical Service Rep
2 weeks ago
Boston, United States Spaulding Hospital - Boston and Cambridge Full timeMedical Service Rep Needed for Spaulding Summary Responsible for overseeing all activities associated with the scheduling of outpatients for the physician practice at the center. Coordinate the complete demographic and insurance intake, computerized registration, scheduling of patients and verifying the individuals' insurance coverage with a customer...
-
Client Services/Client Support
1 month ago
Boston, United States BCForward Full timeJob DescriptionJob DescriptionJob Title: Client Services/Client Support/Client Coordinator (Hybrid/recent grads with some exp need)Job Description: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...
-
Boston, United States Boston Medical Center Full timePosition: Patient Access Rep; Emergency Department Department: Patient Access Services; Menino Pavilion Schedule: Part-Time, Every Weekend Sat & Sun 7pm-7:30am Benefits Eligible POSITION SUMMARY: The Patient Access Rep will be responsible for handling inbound and outbound communications for Emergency registration. The Patient Access Rep will handle patient...
-
Client Service Analyst
2 weeks ago
Boston, United States KBW Financial Full timeClient Service Analyst Location:Boston, MA Compensation: $24 per hour (Temp to Perm) Work Authorization: This role requires passing a drug test, including testing for marijuana. Job Overview: KBW has partnered with a highly regarded financial services firm seeking a Client Service Analyst. In this role, you will oversee and service assigned client...
-
Client Services Representative
5 days ago
Boston, United States Atrium Staffing Full timeAbout Atrium: What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview: Our client is a leading global investment firm dedicated to delivering...
-
Client Services Specialist
3 months ago
Boston, United States IANS Full timeClient Services Specialist**The position is based in Boston, with the expectation to come into the office at 2-3 times per week.Position DescriptionThe Client Services Specialist (CSS) is the perfect foundation for someone looking to start their career in a multi-faceted role in Information Security customer service and operations. The focus is acting as a...
-
Client Service Associate
3 months ago
Boston, United States Fanning Personnel Full timePosition Summary Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service Associate...
-
Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service Associate Location: Boston, MA Job Type: Hybrid Company Overview: Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences...
-
Client Service Associate
2 months ago
Boston, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Client Service Associate in Boston, Massachusetts. This role involves providing administrative support within a non-profit organization, acting as the initial point of contact for all incoming communication and assisting with various administrative...
-
Client Services Associate
1 month ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
-
Client Services Associate
2 months ago
Boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
-
Client Services Associate
2 months ago
boston, United States Fanning Personnel Full timeJob Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...
-
Client Service Specialist
1 month ago
Boston, United States Insight Investment Full timeInsight Investment is looking for a Client Service Specialist to join the Boston Client Service Team. As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate will need to be able to demonstrate an understanding and...
-
Client Services Associate
1 month ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
-
Client Services Associate
1 month ago
boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
-
Client Services Associate
1 month ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...
-
Client Services Associate
3 weeks ago
Boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities: Client Service Respond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary. Research and identify internal issues impacting client service, escalating them as...
-
Client Services Associate
1 month ago
boston, United States Phyton Talent Advisors Full timeOur Client, a Global Investment Bank, is seeking a Client Service Associate in their Boston, MA location. Responsibilities:Client ServiceRespond proactively to client and internal inquiries, keeping clients informed of status updates and escalating issues when necessary.Research and identify internal issues impacting client service, escalating them as...