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Client Service Rep
Client Service RepBCForward • Boston, MA, US
Client Service Rep

Client Service Rep

BCForward • Boston, MA, US
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  • [job_card.full_time]
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Job Description

Job Description

BCforward is looking for a motivated Client Service Rep for an opportunity at Boston, MA.

Job Title : Client Service Rep

Location : Boston, MA

Payrate : $24 / hr

Duration : 3-6 months temp-to-perm eligible

Job Type : Hybrid 3 days in office

Job Description :

  • Work effectively with to support client requests, deliverables, and issue resolution
  • Effectively monitor and respond to client inquiries
  • Assist in activities that support the measurement of Client Service Standards across the various products provides to our clients
  • Provide filtering and escalation for client requests
  • Utilize relevant internal technology solutions to effectively manage and escalate client inquiries
  • Provide a timely response and solution to internal inquiries, escalating to Sr. Client Service Rep. as necessary
  • Develop an in-depth working knowledge in one of the core functions of service delivery – i.e. AP Services. Relevant knowledge of the core functions includes :

We are looking for someone with a undergraduate degree and at least a year of finance experience.

We are required to work 3 days in office

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 and the applicable product offering for assigned client relationships. The role will require 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

POSITION SCOPE

  • 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 timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize Infuse to obtain answers is important.
  • As a Client Service Representative, you are presented with client insights throughout your day to day interactions. Sharing insights with your peers can detect similar themes which directly impacts 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 multiple clients.
  • As 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 accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone’s day to day.

    • Client Service

  • Review and pro-actively respond to client and internal inquires daily, keeping client 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 which may impact client servicing to the Sr. CSR
  • Prepare agendas, minutes and coordination of the meetings, and review with your manager.
  • Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.

    • Technology Management & Effectiveness

  • Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
  • Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
  • Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.

    • Relationship Building & Networking

  • 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, simulcasts, read firm wide communication to stay abreast of firm activities

    • Risk & Control

  • Adhere to all policies and best practices
  • Identify opportunities to reduce / eliminate sending correspondence with attachments and / or client sensitive information.
  • Pay attention to detail and contacts sent in emails.

    • KNOWLEDGE, SKILLS, COMPETENCIES

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

    • Comprehensive working knowledge of Microsoft Office Products.

    Company Description

    About BCforward :

    Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

    BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

    BCforward is an equal opportunity employer.

    Company Description

    About BCforward : \r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.

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