Entry Level - Financial/Accounting position - Hybrid - EA2025!

Published: 6/14/2022

Job Description

Job Title: Client Service Representative
Location: Boston, MA (Hybrid)
Contract Duration: Contract until 03/19/2027

JOB DESCRIPTION
POSITION SUMMARY

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 and the applicable product offering for assigned client relationships. The role will require 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

JOB DUTIES

Client Service

Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary
Research, identify and escalate internal issues that may impact client servicing
Work effectively with internal departments to support client requests, deliverables and issue resolution
Analyze inquiry trends and determine if training is required 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 which may impact client servicing to the Sr. CSR
Prepare agendas, minutes and coordination of the meetings, and review with your manager.
Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.

Technology Management & Effectiveness

Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.

Relationship Building & Networking

Collaborate with internal teams to share insights and improve the client experience.
Understand your clients organizational chart to ensure you contact appropriate members to review items.
Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities

Risk & Control

Adhere to all policies and best practices
Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.
Pay attention to detail and contacts sent in emails.

KNOWLEDGE, SKILLS, COMPETENCIES

BA or Equivalent
Ability to communicate effectively with both verbal and written skills
Ability to learn and adapt to new technologies and systems
Strong analytical and problem-solving skills
Language skills commensurate with office location and client relationships supported
Comprehensive working knowledge of Microsoft Office Products

\nCompany Description

We serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness.

Company Description

TechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal. \r\n\r\nWe serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness.