Analysis Skills, Automation, Best Practices, Communication Skills, Customer Experience, Customer Service Management, Customer Support/Service, Detail Oriented, Financial Services, Meeting Minutes, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Operational Support, Presentation/Verbal Skills, Problem Solving Skills, Product Demonstration, Reconciliation, Risk Management, Sales Management, Time Management, Training/Teaching, Trend Analysis, Writing Skills
Client Service Representative
We are seeking a client service representative to manage day-to-day client inquiries and serve as a key point of contact throughout the inquiry lifecycle. This role requires strong collaboration with internal product and service teams, clear communication with clients, and a proactive, solutions-oriented mindset. The ideal candidate takes ownership of client issues, ensures timely resolution, and helps clients become more effective users of the firm's platform and tools. This is a hybrid, full-time role with the potential to convert from temporary to permanent based on performance and business needs.
Responsibilities
Client Service & Inquiry Management
- Review and proactively respond to client and internal inquiries daily
- Keep clients informed on inquiry status through resolution
- Escalate issues to senior team members when appropriate
- Research, identify, and escalate internal issues that may impact client servicing
- Meet regularly with client contacts to review open items and priorities
Collaboration & Issue Resolution
- Partner closely with internal product, operations, and service teams to resolve client requests
- Communicate client activity that may impact internal teams (e.g., increased investment activity)
- Execute reviews of internal reporting and reconciliations for assigned clients
- Escalate servicing risks or issues that may impact the client experience
Technology & Platform Enablement
- Communicate product enhancements to clients and provide training when needed
- Stay current on internal technology solutions used to manage client inquiries
- Coordinate and deliver platform demos to help clients self-serve and reduce manual intervention
- Analyze inquiry trends and recommend training or automation opportunities
Meetings & Communication
- Prepare meeting agendas, minutes, and follow-ups; review with manager as needed
- Meet regularly with manager and peers to share insights and align on priorities
- Communicate key themes or risks to senior management when necessary
Risk & Control
- Adhere to all company policies and best practices
- Identify opportunities to reduce risk related to sensitive information and attachments
- Demonstrate strong attention to detail in written communications and client correspondence
Required Qualifications
- Bachelor's degree or equivalent experience
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a deadline-driven environment
- Strong analytical and problem-solving skills
- Ability to learn and adapt to new technologies and systems
- Proficiency with Microsoft Office (Outlook, Teams, Excel, Word)
- Language skills appropriate to the office location and client base
Preferred Qualifications
- Prior experience in client service, financial services, or operations support
- Experience working with inquiry or ticket management systems