Senior Client Service Representative

Job Title: Senior Client Service Representative

Location: Boston, MA

Duration: Contract - 6 months (temp-to-perm possible)

Pay Range: $29/hr (W2)

Job ID: 407235

Work Arrangement: Hybrid, 3 days per week in office

Weekly Hours: 40

Pay Grade: Grade 6

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Senior Client Service Representative to join our dynamic team. The ideal candidate will have strong experience in fund accounting, administration, and custody client support and a proven ability to resolve inquiries, manage risk and controls, and drive client satisfaction.

Responsibilities:

• Serve as primary contact for assigned clients and internal operational teams.
• Proactively respond to and filter client inquiries, escalating as appropriate.
• Participate in scheduled client meetings and team-based projects and audits.
• Support measurement of Client Service Standards across product lines.
• Coordinate with internal departments and third parties to prioritize requests, deliverables, and resolutions.
• Review internal reporting for assigned relationships and escalate servicing issues to leadership.
• Utilize internal technology solutions to manage and track client inquiries.
• Introduce clients to new technology, automation tools, and products.
• Monitor receipt of client documentation (tax, accounting elections, KYC, account information, authorized signers) and assess exposure from missing items.
• Provide guidance and assist in training newly hired or less experienced staff.

Required Skills & Qualifications:

• BS/BA in business, finance, accounting, or equivalent work experience.
• 2-3 years of financial services or fund administration industry experience.
• Strong verbal and written communication skills with client-facing experience.
• Ability to prioritize, research, and resolve client needs in a deadline-oriented environment.
• Proficiency in learning and using internal technology platforms to manage inquiries.
• Relationship-building skills with internal teams and external clients.
• In-depth knowledge of securities, accounting standards, and regulatory changes.
• Analytical skills with ability to interpret data, workflows, and numeric information.
• Comprehensive working knowledge of Microsoft Office products.

Preferred Skills:

• Experience with fund accounting, custody platforms, and client service technologies.
• Background in risk and control processes, including KYC and documentation oversight.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.