Entry Level Finance Graduate - Investment Banking Job at HireTalent - Staffing & Recruiting Firm, Boston, MA

dVFXVEdoRmtxQXpvVm9LdS9wK3RHRkFwWWc9PQ==
  • HireTalent - Staffing & Recruiting Firm
  • Boston, MA

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.

Job Tags

Work experience placement

Similar Jobs

World Class Health

Patient Care Coordinator Job at World Class Health

 ...with a hand-selected U.S. and international provider network, we deliver superior outcomes, predictably lower costs, and an elevated patient journey through rigorous quality standards, upfront bundled pricing, and clinician-led navigation. The Role The Patient Care... 

Clay-Battelle Health Services Association

Dental Hygienist Job at Clay-Battelle Health Services Association

 ...position for an Associate of Science or Bachelor of Science degree in Dental Hygiene. Clinical supervision is provided by the dentists. The...  ...and equipment. # Work closely with the dentists and assistants on patient consultations and preparing treatment plans. # Maintain... 

Tri-State Rigging, LLC

Crane Operator Job at Tri-State Rigging, LLC

 ...Tri-State Rigging is seeking qualified Crane Operators for our new Bowling Green, KY location. Job Description The Crane Operator is responsible for operating a mobile crane to lift, move, and position loads. Operators must comply with federal vehicle inspections... 

Briggs Automotive Group

Digital Marketing Coordinator Job at Briggs Automotive Group

 ...premier automotive group and shape every piece of content we put out. About the RoleBriggs Auto Group is looking for a Digital Marketing Coordinator to lead content creation and manage our digital presence across 7 dealerships representing 13 automotive brands,... 

GWST - Sarasota

Diesel Mechanic Job at GWST - Sarasota

 ...$25 - $35 hourly Responsibilities: Diagnose and repair diesel engines and related systems to ensure optimal performance and safety. Perform routine maintenance checks and services on construction equipment to prevent downtime. Collaborate with team members...