Client Support Representative-- Finance/Banking

3 weeks ago

Boston, United States HireTalent - Diversity Staffing & Recruiting Firm Full time

JOB DUTIES:

  • Review and pro-actively respond to client and internal inquires daily, keeping client 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
  • Work effectively with internal departments to support client requests, deliverables and issue resolution
  • Analyze inquiry trends and determine if training is required to help either reduce or automate.
  • Meet with your client contacts regularly to review pending items.
  • Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR
  • Prepare agendas, minutes and coordination of the meetings, and review with your manager.
  • Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.

Technology Management & Effectiveness

  • Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
  • Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
  • Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.

Relationship Building & Networking

  • Collaborate with internal teams to share insights and improve the client experience.
  • Understand your client's organizational chart to ensure you contact appropriate members to review items.
  • Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities

Risk & Control

  • Adhere to all BBH policies and best practices
  • Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.
  • Pay attention to detail and contacts sent in emails.

KNOWLEDGE, SKILLS, COMPETENCIES

  • BA or Equivalent
  • Ability to communicate effectively with both verbal and written skills
  • Ability to learn and adapt to new technologies and systems
  • Strong analytical and problem-solving skills
  • Language skills commensurate with office location and client relationships supported
  • Comprehensive working knowledge of Microsoft Office Products

Hybrid Schedule: 3 days in the office 2 days working from home, depending on the team

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