Senior Client Service Representative

Overview

Responsibilities

Client Service & Relationship Management

• Serve as a primary point of contact for client inquiries and service requests
• Provide timely, accurate, and professional responses to client and internal stakeholder questions
• Monitor client issues, prioritize requests, and escalate concerns when appropriate
• Participate in client meetings and support ongoing relationship management activities
• Collaborate with internal departments and third-party providers to resolve issues and meet deliverables
• Support measurement and reporting of client service standards and performance metrics
• Review internal reporting and identify issues that may impact client servicing

Technology & Process Support

• Utilize internal systems and technology solutions to manage inquiries and service activities
• Introduce clients to new products, reporting tools, automation capabilities, and technology enhancements
• Support adoption of process improvements and operational efficiencies

Risk & Control

• Monitor receipt and completion of required client documentation, including account information, authorizations, compliance documentation, and related records
• Assess and escalate risks associated with missing or incomplete documentation
• Support audits, control reviews, and team-based projects
• Ensure adherence to operational procedures and service standards

Team Support

• Assist with onboarding and training of newer team members
• Share knowledge and best practices across the team
• Contribute to a collaborative and service-oriented work environment

Required Qualifications

• Bachelor s degree in Business, Finance, Accounting, or a related field (or equivalent experience)
• 2 3 years of experience in financial services, client services, fund accounting, custody operations, or related areas
• Strong client relationship management and customer service skills
• Excellent verbal and written communication abilities
• Strong analytical and problem-solving skills
• Ability to prioritize competing requests and manage deadlines effectively
• Ability to build and maintain strong internal and external relationships
• Strong organizational skills and attention to detail
• Comprehensive working knowledge of Microsoft Office applications

Preferred Qualifications

• Experience supporting custody, fund accounting, administration, or investment operations
• Understanding of securities products, accounting principles, and financial industry regulations
• Experience participating in audits, control reviews, or operational improvement initiatives
• Exposure to client reporting, operational risk management, or service delivery environments