Client Service Representative – Investment Management- Boston, MA
We are currently seeking candidates for a Client Service Representative opportunity with a highly-successful Investment Management firm located in Boston, MA. The Client Service Representative will be responsible for developing and exhibiting excellent client relation skills. This position will also serve as a resource for all standard and complex financial and non-financial related transaction inquiries. The ideal candidate will demonstrate excellent communication and interpersonal skills, strong attention to detail, and great organizational skills.
This role is a 3-6+ month contract to hire opportunity that will pay $20/hr within a 40-hour workweek.
Responsibilities:
- Responds to incoming phone calls from existing and potential clients
- Collaborates with various internal departments to optimize client service processes
- Processes a variety of routine and complex financial and non-financial transactions
- Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution
- Communicates with shareholders, participants, broker/dealers, and others to verify information and clarify requests or
- Provides appropriate documentation to customers as requested
Qualifications:
- BS/BA degree (preferred)
- Previous customer service experience
- Strong communication and analytical skills
- Excellent attention to detail and organizational skills
- Proficiency within MS Office Suite
- Ability to thrive in a fast-paced environment
Interested and qualified candidates should email their resumes to Reed at rkaraska@daleyaa.com for further consideration.
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