Talent.com
Client Services Specialist

Client Services Specialist

BCForwardBoston, MA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.temporary
job_description.job_card.job_description

Job Description

Job Description

Job Title -  Client Service Rep

Job Location -  , Boston, Massachusetts, 02210

Duration :  6 Months (Possible temp to perm)

Pay : $24 / hr

Job Description -

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.

POSITION SCOPE

  • As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients. You will need to collaborate with internal teams to resolve your inquiries timely. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize BBH Infuse to obtain answers is important.
  • As a Client Service Representative, you are presented with client insights throughout your day to day interactions. Sharing insights with your peers can detect similar themes which directly impacts your department. For example, if multiple clients are having issues with a specific product / team, raising this to management can lead to a possible solution that impacts multiple clients.
  • As client service representative, you are the first point of contact for your clients. Sharing possible escalations / new business with appropriate teams will lead to better management of them.
  • This position is accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone’s day to day.

JOB DUTIES : 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.
  • Company Description

    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 places to work.

    BCforward is an equal opportunity employer.

    Company Description

    About BCforward : \r\n\r\nFounded 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.\r\n\r\nBCforward 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 places to work.\r\n\r\nBCforward is an equal opportunity employer.

    serp_jobs.job_alerts.create_a_job

    Client Service Specialist • Boston, MA, US

    Job_description.internal_linking.related_jobs
    Client Services Specialist (Remote)

    Client Services Specialist (Remote)

    CBIZUSA, Massachusetts, Boston
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Milestone Client Service Business Analyst

    Milestone Client Service Business Analyst

    Tech DigitalBoston, MA, US
    serp_jobs.job_card.full_time
    Must Have's : Five years' experience working in the fund accounting, funds management, custodial services, or investment operations industries is required. Proven ability in analyzing business data f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapist - $2,700 per week

    Travel Physical Therapist - $2,700 per week

    CompHealth Inc.Scituate, MA, United States
    serp_jobs.job_card.full_time +1
    Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements.CompHealth services are always free to you. Let us do the heavy lifting and handle the headache of crede...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Client Partner Consultant

    Senior Client Partner Consultant

    Sun LifeWellesley, MA, United States
    serp_jobs.job_card.full_time
    Americans access the care and coverage they need.Through employers, industry partners and government programs, Sun Life U. We have more than 6,400 employees and associates in our partner dental prac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sales Representative (Remote)

    Sales Representative (Remote)

    American Income LifeScituate, MA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Specialist

    Client Specialist

    KnitWell GroupNewburyport, MA, US
    serp_jobs.job_card.full_time +1
    Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Client Specialist, Acton

    Client Specialist, Acton

    KnitWell GroupActon, MA, US
    serp_jobs.job_card.full_time +1
    Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sr. Client Partner Consultant

    Sr. Client Partner Consultant

    Sun Life FinancialWellesley, MA, United States
    serp_jobs.job_card.full_time
    Americans access the care and coverage they need.Through employers, industry partners and government programs, Sun Life U. DentaQuest manages dental and vision benefits for more than 33 million Amer...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Morgan StanleyWellesley, MA, US
    serp_jobs.job_card.full_time
    Registered Client Service Associate.Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.The Regist...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Medical Solutions AlliedScituate, MA, US
    serp_jobs.job_card.full_time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements. We’re seeking talented healthcare professionals ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Director, Client Services

    Director, Client Services

    AscensusBoston, MA, United States
    serp_jobs.job_card.full_time
    The Director of Client Services is responsible for leading a team of up to 15 service associates and developing strong working relationships with our institutional partners, third party intermediar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Contact Center Specialist

    Contact Center Specialist

    Northern BankWoburn, MA, US
    serp_jobs.job_card.full_time
    The Contact Center Specialist I is responsible for utilizing their advanced knowledge and technical skills to resolve inquiries effectively and efficiently, relative to the Bank's products and serv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Specialist

    Client Service Specialist

    Focus Financial PartnersHingham, MA, US
    serp_jobs.job_card.full_time
    Focus Partners Wealth is seeking a Client Service Specialist in our Hingham office.The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and excee...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Client Services Associate

    Client Services Associate

    Winged Keel GroupBoston, MA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Winged Keel Group is the premier national high-end life insurance platform.With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Lif...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate IT Client Support Specialist

    Associate IT Client Support Specialist

    Tufts UniversitySomerville, MA, United States
    serp_jobs.job_card.full_time
    Tufts Technology Services (TTS) is a university-wide service organization committed to delivering adaptable, results driven technology solutions in support of Tufts' mission of teaching, learning, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager, Client Services

    Manager, Client Services

    Zelis Healthcare, LLCBoston, MA, United States
    serp_jobs.job_card.full_time
    Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers.We serve more than 750 payers, including the top five national health plans, regional hea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Assistant

    Client Services Assistant

    Winged Keel GroupBoston, MA, US
    serp_jobs.job_card.full_time
    Client Services Representative.Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that inclu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitBrockton, Massachusetts
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day