Client Service Representative

Client Service Representative Position Overview

Job Category: Entry Level
Hire Type: Contractor
Contract Type: Contract Only (Temp-to-Perm Eligible)
Job Hire Type: Contract Worker / Temp
Shift: 1st Shift
Exemption Status: Non-Exempt
Pay Type: Hourly

Duration: April 14, 2026 – October 10, 2026 (Approx. 3–6 months, temp-to-perm eligible)
Expected Weekly

Hours:

40
Hybrid

Schedule:

3 days in office per week after initial training period
Travel: No
Job Site: Onsite

Location:
Boston, MA 02210

• $24.00/hour

Working under direct supervision, the Client Service Representative (CSR) services and maintains oversight of assigned client relationships. The CSR focuses on Fund Accounting, Administration, and Custody disciplines, as well as the applicable product offerings for assigned clients.

The CSR collaborates with team members and managers to discuss client trends, provide insights, offer automated solutions, assist in onboarding and conversions, and manage reporting and analyses to ensure high client satisfaction.

• Manage day-to-day client inquiries and collaborate with internal teams to resolve issues promptly.
• Keep clients updated on inquiry status until resolution.
• Provide guidance to clients on using BBH Infuse to obtain answers independently.
• Share insights with peers to identify recurring trends and recommend solutions.
• Act as the first point of contact for clients and elevate issues/new business appropriately.
• Collaborate with internal product teams on client impacts (e.g., investments in multiple private equity funds).

• Review and respond proactively to client and internal inquiries daily, escalating to Sr. CSR as necessary.
• Research, identify, and escalate internal issues impacting client servicing.
• Work with internal departments to support client requests, deliverables, and issue resolution.
• Analyze inquiry trends to determine training or automation opportunities.
• Conduct regular client meetings to review pending items.
• Execute internal reporting and reconciliations for assigned client relationships.
• Prepare meeting agendas and minutes and coordinate with manager and peers.

• Communicate product enhancements and conduct client training sessions.
• Utilize internal technology solutions to manage and elevate inquiries.
• Coordinate demos to teach clients platform usage and reduce manual intervention.

• Collaborate with internal teams to improve client experience.
• Understand client organizational structures to contact appropriate stakeholders.
• Participate in firm-wide events, townhalls, and communications.

• Adhere to BBH policies and best practices.
• Identify opportunities to reduce unnecessary correspondence and protect client information.
• Maintain accuracy and attention to detail in all communications.

• BA or equivalent degree
• 1+ year of finance experience preferred
• Strong verbal and written communication skills
• Ability to learn and adapt to new technologies and systems
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office Products
• Language skills appropriate for client relationships supported