Client Services Representative

Title: Client Services Representative
**Must be looking for a career in financial services**
Location: 100% onsite in Boston, MA
Duration: 3-6 month contract to perm
Rate: $18-21/hour W2 - depending on experience
Interview: Phone then onsite
Start date: Monday, October 5, 2026
Hours: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7.
*You will know 2 weeks in advance what your schedule will be. Have the ability to switch, but you must ensure your schedule is covered. There is no set schedule.

Role Summary
The client is seeking Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.


RESPONSIBILITIES INCLUDE

• Responds to incoming phone calls from existing and potential clients about the company's products.
• Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
• Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
• Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
• Maintains proper documentation of telephone calls and performs additional duties as requested.
• Interacts with other departments within the Service Center to resolve problems and answer questions.

REQUIRED QUALIFICATIONS

• Associate's Degree or equivalent work experience
• Customer service experience preferred
• Strong communication and analytical skills
• Strong attention to detail and organizational skills
• General knowledge of Microsoft Office products preferred