Client Service Representative

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 on-site 5 days per week in their Boston office. 

Responsibilities:

• Respond to inbound phone calls from current and prospective clients regarding products and account information.

• Process a range of routine and complex financial and non-financial transactions in accordance with departmental procedures and service standards.

• Resolve basic account inquiries and issues; escalate more complex matters to the appropriate teams for further research and resolution.

• Communicate with shareholders, participants, broker/dealers, and other parties via phone, fax, and email to verify information, clarify requests, and provide required documentation.

• Accurately document client interactions and maintain proper call records.

• Collaborate with internal service center teams to resolve issues and answer client questions.

• Perform additional duties as assigned by management.

Qualifications:

• Associate’s degree or equivalent work experience.

• 1 year of prior customer service experience preferred.

• Strong verbal and written communication skills.

• Excellent attention to detail with strong organizational and analytical abilities.

• 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 ociviello@daleyaa.com. 

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