Client Service Support Rep

Client Service Representative

We are seeking a customer-focused Client Service Representative to manage day-to-day client inquiries, build strong client relationships, and ensure a high level of service delivery. This role serves as a primary point of contact for assigned clients, partnering with internal teams to resolve inquiries, communicate updates, and proactively identify opportunities to improve the client experience. The ideal candidate is highly organized, analytical, and comfortable working in a fast-paced financial services environment while collaborating across multiple teams and stakeholders.

Client Service & Relationship Management

Research, identify, and escalate issues that may impact client service

Meet regularly with client contacts to review open items and service needs

Build strong client relationships and provide exceptional customer service

Analyze inquiry trends and recommend training, automation, or process improvements

Reporting & Operational Support

Review internal reporting and reconciliations for assigned client relationships

Escalate issues that could impact client servicing

Track and communicate the impact of business events that may affect clients or operations

Meet regularly with management and peers to share insights and improve service delivery

Support adoption of client-facing platforms and technology solutions

Coordinate demonstrations and training sessions to improve client self-service capabilities

Relationship Building & Collaboration

Partner with internal product, operations, and service teams to improve the client experience

Understand client organizational structures and identify appropriate contacts for issue resolution

Participate in company events, training sessions, and knowledge-sharing opportunities

Risk & Compliance

Adhere to company policies, procedures, and best practices

Bachelor's degree or equivalent work experience

Proficiency with Microsoft Office applications

Previous client service, financial services, operations, or relationship management experience

Experience supporting institutional clients or business-to-business relationships

Experience reviewing reporting, reconciliations, or operational processes

Strong presentation and client training skills

Experience working with client-facing technology platforms