Senior Client Service Rep

Job Purpose:

  • As a member of the Client Service Group, you will help clients improve performance in all aspects
  • You will serve as a conduit between your team and your clients to ensure you meet their differentiated needs and exceed their expectations
  • The high level of external and internal interaction will enable you to continuously challenge yourself, sharpen your critical thinking skills and play a critical role in the growth of the firm.

Your Responsibilities:

  • Take initiative. You are responsible for the client relationship; try to anticipate their needs and look for ways to improve client experience
  • Collaborate. Listen and learn from your peers; encourage entry level staff to work together and promote intellectual dialogue
  • Be Proactive. Find time to strengthen client relationships, enhance team development and seek out opportunities for personal career advancement.

Skills and Qualifications:

  • Strong client service and relationship management skills
  • BS/BA degree (finance or accounting related concentration preferred), and/or equivalent work experience
  • 2 to 3 years of industry experience
  • Fund accounting experience preferred but not required
  • Custody experience preferred but not required.

Source: for more information click here.

More Information

  • Experience 1-3 Years
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Company Information
  • Specialism Custodians
  • Address Boston, MA, United States
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