Entry-Level Client Service Representative Job Boston area,Massachusetts USA,Customer Service/HelpDesk

Description

Are you a recent finance graduate looking to join one of the top companies in the Investment Banking industry?

Are you looking to start your professional career and grow at an Entry-Level opportunity?

Do you have finance experience?

If you answered yes to those three questions, then apply today!

Acara Solutions seeks highly qualified candidates to work hybrid with our client in Boston, MA. Interested?

Here's what you'd do:

Work effectively to support client requests, deliverables, and issue resolution.
Effectively monitor and respond to client inquiries.
Assist in activities that support the measurement of Client Service Standards across the various products the client provides to our clients.
Provide filtering and escalation for client requests.
Utilize relevant internal technology solutions to effectively manage and escalate client inquiries.
Provide a timely response and solution to internal inquiries, escalating to Senior Client Service Representative as necessary.
Develop an in-depth working knowledge of one of the core functions of service delivery, such as AP Services.
Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs.
The individual focuses on the Fund Accounting, Administration, and Custody disciplines, as well as the applicable product offerings for assigned client relationships.
The role will need you to establish relationships with client contacts as well as internal teams.
A Client Service Representative will collaborate with team members and managers to discuss client trends, provide insights, offer automated solutions, and assist in onboarding clients, conversions, reporting, and analyses to ensure high client satisfaction.
As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients.
You will need to collaborate with internal teams to resolve your inquiries promptly.
You are expected to keep your clients informed about the status of their inquiry until it is completed.
Furthermore, finding out ways to teach clients how to utilize Client Infuse to obtain answers is essential.
As a Client Service Representative, you are presented with client insights throughout your day-to-day interactions.
Sharing insights with your peers can help detect similar themes that directly impact your department.
For example, if multiple clients are having issues with a specific product/team, raising this to management can lead to a possible solution that impacts various clients.
As a client service representative, you are the first point of contact for your clients.
Sharing possible escalations/new business with appropriate teams will lead to better management of them.
This position is responsible for managing clients, which requires strong collaboration with internal product teams.
For example, if a client plans to invest in multiple private equity funds, you notify the relevant Product team and communicate to your peers the impact this will have on everyone's day-to-day activities.
Review and proactively respond to client and internal inquiries daily, keeping clients up to date on their status and escalating any issues to the senior Client Service Representative.
Research, identify, and escalate internal issues that impact client servicing.
Work effectively with internal departments to support client requests, deliverables, and issue resolution.
Analyze inquiry trends and determine if training is needed to help either reduce or automate.
Meet with your client contacts regularly to review pending items.
Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues that impact client servicing to the senior Corporate Social Responsibility (CSR).
Prepare agendas, minutes, and coordinate meetings, and review with your manager.
Meet regularly with your manager and peers to share insights and communicate with senior management as needed.
Working with the Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
Stay…


Increase/decrease your Search Radius (miles)



Job Posting Language