Overview

We are seeking a client-focused Client Service Representative to support and manage relationships for custody, fund accounting, and administration clients. In this role, you will serve as a primary point of contact for client inquiries, coordinate with internal teams to resolve issues, and help ensure an exceptional client experience through proactive communication, relationship management, and operational support.

This position is ideal for individuals who are highly organized, analytical, customer-focused, and interested in building a career within financial services, client servicing, fund accounting, or custody operations.

Responsibilities

Client Service & Relationship Management

• Manage day-to-day client inquiries and service requests
• Respond proactively to client and internal inquiries while providing timely status updates
• Escalate complex issues to senior team members when appropriate
• Build strong relationships with assigned clients and internal business partners
• Conduct regular client meetings to review open items and ongoing service needs
• Prepare meeting agendas, notes, action items, and follow-up communications
• Review client reporting, reconciliations, and operational deliverables to identify potential issues
• Ensure clients receive accurate, timely, and professional service

Internal Collaboration

• Work closely with internal teams to resolve client requests and deliverables
• Partner with Product, Fund Accounting, Administration, Custody, and Operations teams
• Share client feedback, service trends, and recurring issues with management and peers
• Communicate upcoming client activities, business changes, or growth opportunities to relevant teams
• Assist with client onboarding, conversions, reporting, and operational support activities

Technology & Process Improvement

• Utilize internal technology platforms to manage inquiries and support client needs
• Educate clients on available systems and self-service capabilities
• Coordinate platform demonstrations and user training sessions
• Identify opportunities to reduce manual work through training, automation, or process improvements
• Stay current on internal tools and technology enhancements

Risk & Controls

• Adhere to established policies, procedures, and service standards
• Protect confidential client information and maintain data security best practices
• Identify operational risks and escalate concerns appropriately
• Ensure communications and reporting are accurate and compliant with internal guidelines

Required Qualifications

• Bachelor's degree or equivalent work experience
• Strong verbal and written communication skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong organizational and time-management skills
• Ability to learn and adapt to new technologies and systems quickly
• Proficiency with Microsoft Office applications, including Excel
• Strong interpersonal skills and ability to build relationships with clients and internal partners
• Customer-service mindset with a focus on delivering exceptional experiences

Preferred Qualifications

• Experience in:
  • Client Service
  • Financial Services
  • Fund Accounting
  • Custody Operations
  • Fund Administration
  • Investment Operations
• Experience supporting client onboarding or relationship management activities
• Experience analyzing operational or reporting data
• Additional language skills aligned with supported client populations
• Experience working within a deadline-driven environment

Key Competencies

• Adaptability and flexibility in changing environments
• Growth mindset and willingness to learn
• Initiative and proactive problem-solving
• Relationship building and stakeholder management
• Communication and collaboration
• Analytical thinking
• Attention to detail
• Time management and organization
• Client focus and service excellence