Finance Specialist / Client Service Representative (Bank) AO25

Job Description

Job Description

Job Title: Client Service Representative
Location: Boston, MA (HYBRID)

Contract Duration: 6-month contract to start, with the potential for an extension or a full-time position

Pay rate: $24 an hour

Client: Brown Brothers Harriman
Job ID: 595

We offer medical, dental, vision, and 401(k) benefits.

JOB DESCRIPTION
Client Service Representative is an entry-level position responsible for monitoring client custody operations and service levels. The Client Service Representative also assists more senior team members with client conversions, reporting, and analyses.

Key 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.

Relationship Building & Networking

• Collaborate with internal teams to share insights and improve the client experience.
• Understand your clients organizational chart to ensure you contact appropriate members to review items.
• Actively participate in BANC events, townhalls, simulcasts, read firm wide

Risk & Control

• Adhere to all BBH policies and best practices
• Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client-sensitive information.
• Pay attention to detail and contacts sent in emails

Education & Experience:

· Bachelor's degree in Business, Economics, and Finance

· Client service or customer service in a bank or any finance industry

· Ability to communicate effectively with both verbal and written skills

· Ability to learn and adapt to new technologies and systems

· Strong analytical and problem-solving skills

· Language skills commensurate with office location and client relationships supported

· Comprehensive working knowledge of Microsoft Office Products

\nCompany Description

TechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal.

We serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness.

Company Description

TechLink Systems is a national provider of staffing services with offices all over the USA as well as development and support centers globally. We are a MBE (NMSDC), WBE (WBENC), and WOSB certified minority business that has been awarded 2017 TAPFIN Premier Partner, 2016 Manpower Excellence Award, 2016 TAPFIN Elite Partner, are a Known Tier Supplier for Agile 1, and have been ranked as a Top Women and Minority Owned Company since 2004 by several businesses including Philadelphia Business Journal, Diversity Business, Inc 5000, Inc 500, San Francisco Business Times, Diversity2000, and Los Angeles Business Journal. \r\n\r\nWe serve the contract staffing, direct hire, staff augmentation, recruitment, HR management, and project outsourcing needs of clients nationwide. Striving to create personal relationships with clients, TechLink Systems becomes a virtual extension of clients’ own in-house capabilities to help achieve new levels of growth, productivity, and competitiveness.