Entry Level Financial Services

About the Role

The Client Service Representative is responsible for managing and supporting assigned client relationships, ensuring timely resolution of inquiries and a high level of client satisfaction. This role focuses on Fund Accounting, Administration, and Custody services while working closely with internal teams to address client needs, improve processes, and support daily operations. The ideal candidate is detail-oriented, proactive, adaptable, and comfortable working in a fast-paced financial services environment.

Key Responsibilities

• Client Service & Relationship Management
• Serve as the primary point of contact for assigned clients, responding to daily inquiries and providing timely updates.
• Collaborate with internal departments to resolve client issues and ensure service expectations are met.
• Identify and escalate complex inquiries or potential service issues to senior team members.
• Maintain strong relationships with client contacts and internal stakeholders.
• Coordinate client meetings, prepare agendas, document meeting notes, and track outstanding items.
• Review internal reports and reconciliations to identify potential issues impacting clients.
• Process Improvement & Technology
• Identify recurring client inquiries and recommend opportunities to improve efficiency and streamline processes.
• Assist clients with utilizing internal platforms and technology solutions.
• Coordinate client demonstrations and training sessions to encourage system adoption.
• Communicate product enhancements and system updates to clients as needed.
• Share client feedback and trends with management to support service improvements.
• Collaboration & Risk Management
• Partner with Fund Accounting, Administration, Custody, and other internal teams to support client needs.
• Communicate potential escalations, operational concerns, and new business activity to appropriate departments.
• Maintain accurate documentation and follow established policies and procedures.
• Ensure client information is handled securely and confidentially.
• Participate in team meetings, training sessions, and professional development opportunities.

Qualifications

• Bachelor's degree or equivalent experience.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Strong analytical, research, and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office, including Excel, Word, and Outlook.
• Ability to learn new systems and technology quickly.
• Strong interpersonal skills and ability to collaborate across departments.
• Interest in financial services, investment operations, fund accounting, or client servicing.

Key Competencies

• Adaptability: Ability to adjust quickly to changing priorities and client needs.
• Growth Mindset: Willingness to learn, accept feedback, and continuously improve.
• Initiative: Takes ownership of responsibilities and proactively identifies solutions.
• Client Focus: Committed to delivering responsive, accurate, and professional service.
• Teamwork: Works effectively with internal departments to resolve issues and improve the client experience.