Entry-Level Client Service Representative

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

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

Do you have experience in Microsoft Office Products?

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

Acara Solutions seeks highly qualified candidates to work hybrid with our client in Boston, MA. Interested?

Here's what you'd do:

• Working under direct supervision, as a Client Service Representative, 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, as well as the applicable product offerings for assigned client relationships.
• The role will need 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.
• As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients.
• You will need to collaborate with internal teams to resolve your inquiries promptly.
• You are expected to keep your clients informed about the status of their inquiry until it is completed.
• Furthermore, finding out ways to teach clients how to utilise 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 your peers can help 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 the first point of contact for your clients.
• Sharing possible escalations/new business with appropriate teams will lead to better management of them.
• This position is responsible for managing clients, which requires strong collaboration with internal product teams.
• For example, if a client plans to invest in multiple private equity funds, you notify the relevant Product team and communicate to your peers the impact this will have on everyone's day-to-day activities.
• Review and proactively respond to client and internal inquiries daily, keeping clients up to date on their status and escalating any issues to the senior Client Service Representative.
• Research, identify and escalate internal issues that may impact client servicing.
• Work effectively with internal departments to support client requests, deliverables, and issue resolution.
• Analyse inquiry trends and determine if training is needed 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 senior CSR.
• Prepare agendas, minutes, and coordinate meetings, and review with your manager.
• Meet regularly with your manager and peers to share insights and communicate with senior management as needed.
• Working with the Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
• Stay abreast of and utilise 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 organisational 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 ensure that contacts are 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 attract and retain top talent. With a legacy of experience in various industries worldwide, we partner with clients, listen to their needs, and customise visionary talent solutions that drive desired business outcomes. We leverage decades of experience to deliver comprehensive staffing solutions, including contingent staffing, direct placement, executive search, and workforce services, worldwide.

• Bachelor's Degree in Finance or Accounting
• Minimum of 6 months of 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 the office location and client relationships supported.
• Adaptability- Ability to quickly adjust to changing priorities and dynamics.
• Growth Mindset- Being open to learning, receiving feedback, and improving.
• Initiative and Proactivity- Someone who takes ownership of their role and proactively contributes without being prompted.

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.