Our client, a leading global financial services firm based in Boston, MA, is seeking a Junior Client Service Representative to support client custody operations and deliver a high level of service to institutional clients. This is an entry-level opportunity for someone looking to begin or grow their career within financial services and gain hands-on exposure to client servicing, custody operations, reporting, and internal technology solutions.
Responsibilities include:
• Respond to daily client inquiries related to custody operations and services
• Partner with internal departments to prioritize and resolve client requests and deliverables
• Monitor client service levels and assist with maintaining client service-related metrics
• Support senior team members with client conversions, reporting, and analysis
• Utilize internal technology platforms to effectively track and manage client inquiries
• Introduce and familiarize clients with new technology, automation tools, and products
• Assist with monthly reporting requirements
• Participate in team projects, audits, and other client service initiatives
• Escalate issues as needed to ensure timely and accurate resolution
Requirements:
• BA/BS degree or equivalent work experience
• Strong verbal and written communication skills
• Interest in financial services, client service, or custody operations
• Strong organizational and problem-solving skills
• Ability to manage multiple requests and priorities in a fast-paced environment
• Comfortable working collaboratively across internal teams
• Proficiency in Microsoft Office
Pay: $23-$24/hr
