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Client Service Representative

  • Date Posted February 20, 2020
  • Location Boston, MA
  • Job Type Contract
  • Job ID 15100

Client Service Representative- Boston, MA

A successful Investment Management company in Boston, MA, is currently seeking candidates for a Client Services Representative opportunity. Qualified candidates will have a Bachelor’s Degree in a related field (REQUIRED), past customer service experience, comfortable on the phone, and possess strong analytical skills.

This role is a 3+ month contract-to-hire opportunity that pays $18.50 per hour over a 35-hour workweek.

Responsibilities:

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

Qualifications:

  • Bachelor’s Degree in a related field (REQUIRED)
  • Customer service experience (PREFERRED)
  • Strong communication and analytical skills
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred

Interested and qualified candidates, please send your current resumes to Natalie atndonabedian@daleyaa.comfor consideration.