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Client Services Jobs in Boston, MA

Client Service Rep-ETF (BOS)

HireTalent

Boston, MA

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JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Automation, Best Practices, Communication Skills, Continuous Improvement, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Customer Training, Customer/Client Research, Detail Oriented, Documentation, Financial Services, Fund Accounting, Identify Issues, Leadership, Meeting Minutes, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Onboarding, Operational Support, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product Demonstration, Reconciliation, Risk Management, Sales Management, Team Player, Technical Support, Time Management, Training/Teaching, Trend Analysis, Writing Skills
LOCATION
Boston, MA
POSTED
18 days ago

Overview

We are seeking a Client Service Representative to support and manage assigned client relationships within fund accounting, administration, and custody services. Working under direct supervision, this role serves as the primary point of contact for clients, handling day to day inquiries while collaborating closely with internal teams to ensure timely, accurate, and high quality service.

This position is ideal for a client focused professional who is analytical, adaptable, and eager to grow within a collaborative financial services environment.

Responsibilities

Client Service & Relationship Management
  • Manage daily client and internal inquiries, providing timely updates through resolution
  • Serve as the first point of contact for assigned client relationships
  • Research, identify, and escalate issues that may impact client servicing
  • Collaborate with internal product, operations, and service teams to resolve inquiries
  • Meet regularly with client contacts to review open items and priorities
  • Review internal reports and reconciliations; escalate risks or issues as needed
  • Identify inquiry trends and recommend training or automation opportunities
  • Share client insights with peers and leadership to drive broader improvements
  • Proactively identify potential escalations or new business opportunities and route appropriately
Technology & Platform Enablement
  • Help clients better utilize internal platforms and tools to self serve and obtain information
  • Communicate product enhancements and conduct client training or demos when needed
  • Stay current on internal systems and technology used to support client servicing
Collaboration & Communication
  • Prepare meeting agendas, minutes, and follow ups
  • Meet regularly with managers and peers to share insights and align on priorities
  • Participate in firm wide events, town halls, and communications to stay informed
Risk & Control
  • Adhere to all internal policies, procedures, and best practices
  • Exercise strong attention to detail in client communications and documentation
  • Identify opportunities to reduce risk related to sensitive information sharing

Required Qualifications

  • Bachelor s degree or equivalent experience
  • Strong verbal and written 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 (Excel, Outlook, Word, PowerPoint)
  • Adaptable, proactive mindset with a strong sense of ownership
  • Passion for delivering excellent client and consumer experiences

Preferred Qualifications

  • Prior experience in client service, financial services, or operations support
  • Experience supporting fund accounting, administration, or custody services
  • Exposure to onboarding, conversions, reporting, or analytics
  • Growth mindset with openness to feedback and continuous improvement

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