Client Service Representative

Job Description

Job Description

Job Title: Client Service Representative

Location: Boston MA

Duration: Contract - 6 months

Pay Range: $20/hr to $24/hr

Job ID: 410888

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Client Service Representative to join our dynamic team. The ideal candidate will have strong experience in fund accounting, fund administration, and custody services and a proven ability to manage client inquiries, drive resolution through cross-functional collaboration, and deliver client satisfaction through process improvement and training .

Responsibilities:

• Serve as first point of contact for assigned clients and maintain oversight of day-to-day inquiries.
• Respond to client and internal inquiries, provide status updates, and escalate to Sr. Client Service Rep. as needed.
• Collaborate with internal product and operations teams to support requests, deliverables, and timely issue resolution.
• Analyze inquiry trends, identify training or automation opportunities, and share insights with peers and management.
• Facilitate client onboarding, conversions, reporting, and analyses to support service quality.
• Execute reviews of internal reporting and reconciliations for assigned relationships and escalate issues which may impact client servicing to the Sr. CSR.
• Prepare meeting agendas and minutes, coordinate client meetings, and review outcomes with your manager.
• Maintain awareness of client organizational structures and engage appropriate stakeholders.

Required Skills & Qualifications:

• BA or equivalent experience.
• Ability to communicate effectively in verbal and written form with clients and internal stakeholders.
• Ability to learn and adapt to new technologies and systems, including client self-service platforms.
• Strong analytical and problem-solving skills with attention to detail and control focus.
• Language skills commensurate with office location and client coverage.
• Comprehensive working knowledge of Microsoft Office products.

Preferred Skills:

• Familiarity with fund accounting, custody, and ETF operations environments.
• Experience conducting client training, product demos, or technology adoption initiatives.

Technology Management & Effectiveness:

• Communicate product enhancements with supervisor guidance and deliver client training as required.
• Leverage internal technology to manage and track inquiries efficiently.
• Coordinate regular platform demos to promote client self-service and reduce manual intervention.

Relationship Building & Networking:

• Collaborate with internal teams to share insights that improve client experience and operational efficiency.
• Participate in internal events, town halls, and firm communications to remain informed.

Risk & Control:

• Adhere to all policies, procedures, and best practices.
• Reduce or eliminate sending attachments and sensitive information when alternate secure methods exist.
• Demonstrate precision in communications and contact handling.

Additional Competencies:

• Adaptability to shifting priorities and client needs.
• Growth mindset with openness to learning and feedback.
• Initiative and proactivity with ownership of outcomes.

Work Schedule & Terms:

• Hybrid schedule. Three days per week in office (Wednesday, Thursday, and one additional day).
• Weekly hours expected: 40-45.
• Expected term: 6 months. Temp-to-perm possible.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits
• Opportunities for growth with global clients
• A supportive, inclusive culture that values innovation and people
• Exposure to cutting-edge technologies and projects

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.