Job Description

The Client Service Representative is an entry-level role responsible for monitoring client custody operations and service levels under direct supervision. This role provides critical support to ensure client satisfaction and operational excellence. The successful candidate will proactively address client inquiries, assist in reporting and analysis , and collaborate with internal teams to resolve issues.

The position offers the opportunity to develop skills in client services, risk management , and technology within a dynamic and supportive environment.

Key Responsibilities

1. Client Service and Inquiry Response

• Proactively respond to custody-related client inquiries on a daily basis.
• Collaborate with internal departments to prioritize and resolve client requests and deliverables.
• Ensure timely and accurate resolution of client concerns.

2. Technology and Innovation

• Utilize internal technology solutions to effectively manage client inquiries.
• Educate and assist clients in adopting new technology, automation tools, and products.

3. Risk Management and Control

• Assist in maintaining and reporting on key client service metrics.
• Support team-based projects, audits, and process improvements.
• Complete monthly reporting requirements to ensure compliance and accuracy.

Qualifications and Requirements

• Education: Bachelor’s degree (BA/BS) or equivalent work experience.
• Skills :
• Strong communication and interpersonal skills.
• Proficiency with internal technology platforms and a willingness to learn new tools.
• Detail-oriented with excellent problem-solving abilities.
• Positive attitude and a strong desire to learn and grow in the role.

Key Competencies

• Customer Focus : Prioritize client satisfaction through responsiveness and professionalism.
• Adaptability : Ability to learn new systems and processes quickly in a dynamic environment.
• Team Collaboration : Work effectively with team members to achieve collective goals.
• Accountability : Deliver consistent and reliable results while adhering to deadlines.

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