Entry-Level Client Service Representative

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

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

Do you have experience with Microsoft Office Products?

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

Acara Solutions seeks highly qualified candidates to work Hybrid for our client in Boston, MA Interested?

• As a client service representative working under direct supervision, 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 and the applicable product offering for assigned client relationships.
• The role will need you to establish relationships with client contacts and 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 manage your clients' daily inquiries.
• You will need to collaborate with internal teams to resolve your inquiries timely.
• You are expected to keep your clients updated on the status of the inquiry until completion.
• Furthermore, finding 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 peers can 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 your client's first point of contact.
• Sharing possible escalations/new business with appropriate teams will lead to better management.
• This position is accountable for the management of clients, which requires strong collaboration with internal product teams.
• For example, if a client plans to invest in multiple private equity funds, you must notify the appropriate Product team and communicate to your peers the impact this has on everyone's daily lives.
• Review and pro-actively respond to client and internal inquiries daily, keeping clients 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 that impact client servicing to the Sr. CSR
• Prepare agendas, minutes, and coordination of the meetings, and review them with your manager.
• Meet with your manager and peers regularly to share insights and communicate with senior management when necessary.
• Work with the supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
• Stay abreast of and utilize relevant internal technology solutions to manage client inquiries effectively
• Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.
• Collaborate with internal teams to share insights and improve the client experience.
• Understand your client's organizational chart to ensure you contact appropriate members to review items.
• Actively participate in BANC events, townhalls, and simulcasts, and read firm-wide communication to stay abreast of firm activities
• Adhere to all client policies and best practices
• Identify opportunities to reduce/eliminate sending correspondence with attachments and client-sensitive information.
• Pay attention to detail and contacts sent in emails.

Here's what you'll get:

Pay: $24.00 / hr.

Hours: 40 hrs/Week.

Length: Contract (6 Months).

Sound like a good fit?

APPLY TODAY

About Acara Solutions

Acara is a premier recruiting and workforce solutions provider-we help companies compete for talent. With a legacy of experience in various industries worldwide, we partner with clients, listen to their needs, and customize visionary talent solutions that drive desired business outcomes. We leverage decades of experience to deliver contingent staffing, direct placement, executive search, and workforce services worldwide.

• Bachelor's Degree in Finance or Accounting
• Minimum of 6 months experience in Microsoft Office Products.

• Ability to communicate effectively with both verbal and written skills.
• Ability to learn and adapt to new technologies and systems.
• Good analytical and problem-solving skills.
• Language skills commensurate with office location and client relationships supported.

Additional Information:

• Upon offer of employment, the individual will be subject to a background check and a drug screen.
• In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.