Currency Admin Client Service Associate

HireTalent

  • Boston, MA
  • 4 days ago
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    Skills

    • Administrative Skillsunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • English Languageunmatched
    • Financial Servicesunmatched
    • Foreign Exchange (FX)unmatched
    • Fund Accountingunmatched
    • Investment Accountingunmatched
    • Investment Fundsunmatched
    • Microsoft Excelunmatched
    • Multitaskingunmatched
    • Operational Supportunmatched
    • Operations Processesunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Procedure Developmentunmatched
    • Product Demonstrationunmatched
    • Production Supportunmatched
    • Stock Marketunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Overview

    We are seeking a Client Service Representative - FX Currency Administration to support daily operational activities and client servicing functions within a fast-paced financial services environment. This role is responsible for ensuring the timely execution of client deliverables, responding to client inquiries, and supporting foreign exchange (FX) administration processes.
    This is an excellent opportunity for candidates interested in financial markets, foreign exchange, and investment operations. Training will be provided, and candidates with fund accounting or FX exposure are encouraged to apply.

    Responsibilities

    • Perform daily operational tasks for assigned Currency Administration client relationships
    • Ensure all client deliverables are completed accurately and on time
    • Respond to client inquiries and provide ongoing support
    • Coordinate with regional teams to ensure seamless handoffs and continuous client coverage
    • Follow established procedures and operational controls
    • Maintain a high level of accuracy while managing multiple priorities
    • Demonstrate strong product and process knowledge through adherence to team procedures
    • Support daily production activities and operational reporting as needed

    Required Qualifications

    • Bachelor's degree or equivalent combination of education and experience
    • Strong verbal and written communication skills in English
    • Proficiency in Microsoft Excel
    • Ability to follow established procedures and operational processes
    • Strong attention to detail and organizational skills
    • Ability to manage multiple tasks in a deadline-driven environment
    • Interest in financial markets and the financial services industry

    Preferred Qualifications

    • Exposure to fund accounting, investment operations, or financial services
    • Foreign exchange (FX) knowledge or experience
    • Additional language skills are a plus
    • Experience working in a client-facing or operations support role
    • Familiarity with investment products and market-related processes
    rnover.

    Numbers & Facts

    LocationBoston, MA

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