Client Service Rep

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.

This position is accountable for the management of clients, which requires 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.

salary: $22 - $24 per hour
shift: First
work hours: 8 AM - 4 PM
education: Bachelors

Responsibilities

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 your 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.

SkillsClient ServiceFollow-upActive ListeningTelephone EtiquetteInterpersonal SensitivityCustomer ServiceAdapting to ChangeCRMTyping SkillsBasic Software SkillsBasic Computer Skills
QualificationsYears of experience: 0 yearsExperience level: Entry Level
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Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.