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Client Service Rep (BOS)
Job Location:
Job Location:
Boston, NH - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
21 October 2026 (17 hours ago)
Posted:
Application Deadline:
18 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Overview
We are seeking a Client Service Representative to support client custody operations service delivery and relationship management within a financial services environment. This entry-level role serves as a key point of contact for client inquiries and works closely with internal teams to ensure timely resolution of requests accurate reporting and a high level of client satisfaction.This is an excellent opportunity for candidates looking to build a career in client services operations or financial services while gaining exposure to custody operations technology solutions and cross-functional business processes.
Responsibilities
Client Service & Inquiry Management
- Proactively respond to client custody-related inquiries on a daily basis
- Work with internal departments to prioritize and resolve client requests and service issues
- Monitor service levels and ensure client deliverables are completed accurately and on time
- Escalate issues appropriately to ensure timely resolution
Technology & Innovation
- Utilize internal technology platforms and tools to efficiently manage client inquiries
- Introduce clients to new technology solutions automation tools and available products
- Support adoption of self-service capabilities and process improvements
Reporting & Operational Support
- Assist senior team members with client conversions reporting and data analysis
- Maintain and report on client service performance metrics
- Complete monthly reporting and operational requirements
- Support team projects and operational initiatives as assigned
Risk & Compliance
- Participate in audits controls and compliance-related activities
- Follow established policies procedures and operational standards
- Support efforts to improve service quality operational efficiency and client satisfaction
Required Qualifications
- Bachelors degree or equivalent work experience
- Strong verbal and written communication skills
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks and priorities effectively
- Strong customer service and problem-solving skills
- Ability to work independently and collaboratively within a team environment
- Proficiency with Microsoft Office applications
- Ability to learn new technology platforms and business processes quickly
Preferred Qualifications
- Previous client service operations banking custody or financial services experience
- Experience with reporting data analysis or operational support activities
- Familiarity with financial products investment operations or custody services
- Experience supporting client onboarding conversions or service delivery initiatives
About Company
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