Overview

We are seeking a Client Service Representative to support client custody operations, service delivery, and relationship management within a financial services environment. This entry-level role serves as a key point of contact for client inquiries and works closely with internal teams to ensure timely resolution of requests, accurate reporting, and a high level of client satisfaction.

This is an excellent opportunity for candidates looking to build a career in client services, operations, or financial services while gaining exposure to custody operations, technology solutions, and cross-functional business processes.

Responsibilities

Client Service & Inquiry Management

• Proactively respond to client custody-related inquiries on a daily basis
• Work with internal departments to prioritize and resolve client requests and service issues
• Monitor service levels and ensure client deliverables are completed accurately and on time
• Escalate issues appropriately to ensure timely resolution

Technology & Innovation

• Utilize internal technology platforms and tools to efficiently manage client inquiries
• Introduce clients to new technology solutions, automation tools, and available products
• Support adoption of self-service capabilities and process improvements

Reporting & Operational Support

• Assist senior team members with client conversions, reporting, and data analysis
• Maintain and report on client service performance metrics
• Complete monthly reporting and operational requirements
• Support team projects and operational initiatives as assigned

Risk & Compliance

• Participate in audits, controls, and compliance-related activities
• Follow established policies, procedures, and operational standards
• Support efforts to improve service quality, operational efficiency, and client satisfaction

Required Qualifications

• Bachelor s degree or equivalent work experience
• Strong verbal and written communication skills
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and priorities effectively
• Strong customer service and problem-solving skills
• Ability to work independently and collaboratively within a team environment
• Proficiency with Microsoft Office applications
• Ability to learn new technology platforms and business processes quickly

Preferred Qualifications

• Previous client service, operations, banking, custody, or financial services experience
• Experience with reporting, data analysis, or operational support activities
• Familiarity with financial products, investment operations, or custody services
• Experience supporting client onboarding, conversions, or service delivery initiatives