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Client Service Representative

  • Date Posted May 6, 2020
  • Location Quincy , MA
  • Job Type Contract To Hire
  • Job ID 15574

Client Service Representative – South of Boston

A successful Investment Management company located just south of Boston, is currently seeking candidates for a Client Services Representative opportunity that will Start late January 2020. Qualified candidates will have an Associate's Degree, as well as past customer service experience, and general knowledge of Microsoft Office.


  • Responds to incoming phone calls from existing and potential clients.
  • Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
  • Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
  • Interacts with other departments to resolve problems and answer questions.
  • Maintains proper documentation of telephone calls.
  • Responds to incoming phone calls about products while utilizing all available resources.
  • Processes various financial and non-financial transactions as requested by customers following documented department procedures.
  • Meets the department standards for productivity and quality.
  • Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
  • Maintains proper documentation of telephone calls.
  • Performs additional duties as requested.


  • Associate's Degree (REQUIRED)
  • Customer service experience (PREFERRED)
  • Strong communication and analytical skills
  • Comfortable speaking on the phone with important clients
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred

This is a 3+ month contract to hire opportunity that will pay $18.50 per hour over a 35-hour workweek.Interested and qualified candidates should send their resume to Hunter at for immediate consideration.