Client Service Representative – Investment Management
We are seeking candidates for a Client Service Representative position with a highly successful investment management firm located in Boston, MA. This Client Service Representative will support existing and prospective clients by responding to inbound inquiries and delivering high-quality service. The ideal candidate will have 1 year of customer service experience preferably within a professional services environment.
This is a 3-6 month contract-to-hire position that will pay $20-21/hr (depending on experience) within a 40-hour workweek. This position is required to be onsite 5 days per week in their Boston office.
Responsibilities:
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Respond to inbound phone calls from current and prospective clients regarding products and account information.
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Process a range of routine and complex financial and non-financial transactions in accordance with departmental procedures and service standards.
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Resolve basic account inquiries and issues; escalate more complex matters to the appropriate teams for further research and resolution.
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Communicate with shareholders, participants, broker/dealers, and other parties via phone, fax, and email to verify information, clarify requests, and provide required documentation.
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Accurately document client interactions and maintain proper call records.
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Collaborate with internal service center teams to resolve issues and answer client questions.
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Perform additional duties as assigned by management.
Qualifications:
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Associate’s degree or equivalent work experience.
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1 year of prior customer service experience preferred.
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Strong verbal and written communication skills.
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Excellent attention to detail with strong organizational and analytical abilities.
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Working knowledge of Microsoft Office applications is preferred.
If you are interested in learning more about this opportunity, please email your resume to Olivia at [email protected].
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