Client Service Rep - ETF

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. Qualifications

• BA or Equivalent
• Ability to communicate effectively with both verbal and written skills
• Ability to learn and adapt to new technologies and systems
• Excellent analytical and problem-solving skills
• Language skills commensurate with office location and client relationships supported
• Comprehensive working knowledge of Microsoft Office Products
salary: $23 - $24 per hour
shift: First
work hours: 8 AM - 4 PM
education: Associate
Responsibilities
• 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.
• Working with 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.
• Collaborate with internal teams to share insights and improve the client experience.
• Understand your client's organizational chart to ensure you contact appropriate members to review items.
Skills
• Client Service
• Follow-up
• Active Listening
• Customer Service
• Typing Skills
• Basic Software Skills
• Basic Computer Skills
Qualifications
• Years of experience: 0 years
• Experience level: Entry Level
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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 View email address on us.fitly.work.
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.