Sr. Client Services Rep

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

salary: $25 - $29 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

Core Responsibilities

• Effectively utilize company's internal systems to support daily client servicing deliverables.

• Utilize relevant internal technology solutions to effectively manage client inquiries.

• Ensure any accounting related issues or breaks are reviewed and resolved daily.

Experience & Education

• BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience.

• 1 to 3 years of Fund Accounting experience.

Skills & Qualifications

• Ability to work quickly and accurately in a deadline oriented environment.

• Ability to communicate effectively both verbally and in writing.

• Knowledge of corporate actions, equity, fixed income and derivative investments, and emerging markets.

• Comprehensive working knowledge of Excel; Bloomberg and Reuters.

• Ability to apply analytical skills to data, work flows numeric information and problem solving.

SkillsClient ServiceFollow-upActive ListeningTelephone EtiquetteEmpathyInterpersonal SensitivityERPCustomer ServiceAdapting to ChangeTyping SkillsCRMBasic Software SkillsBasic Computer SkillsCertified Financial Service Auditor
QualificationsYears of experience: 2 yearsExperience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

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.