Client Service Associate

Job Description

Job Description

BCforward is currently seeking a highly motivated C lient Service Support for an opportunity in Boston, MA, USA

Position Title: C lient Service Support

Location: Boston, MA-Hybrid

Hybrid schedule. Three days per week in the office (Wednesday, Thursday, and one additional day).

Anticipated Start Date: ASAP

Please note that this is the target date, which is subject to change. BCforward will send an official notice ahead of a confirmed start date.

Duration: 06+ months, Contract and Temp-to-perm possible.

Pay rate: 24.00/ Hr on W2

Please note that actual compensation may vary within this range based on factors such as location, experience, and job responsibilities, and does not include additional non-standard compensation (e.g., benefits, paid time off, per diem).

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.

Benefits:

BC forward offers all eligible employees a comprehensive benefits package, including, but not limited to, major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

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 place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

BCforward is a leading workforce solutions company connecting skilled professionals with top employers nationwide. We are committed to empowering careers through meaningful opportunities, professional growth, and exceptional support throughout the employment journey.

Company Description

BCforward is a leading workforce solutions company connecting skilled professionals with top employers nationwide. We are committed to empowering careers through meaningful opportunities, professional growth, and exceptional support throughout the employment journey.