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Client Services Representative

Beacon Hill • Boston, MA 02298 • Posted 4 days ago

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In-person • Full-time • $22.00/hr • Temporary • Entry Level

Job Highlights

Using AI ⚡ to summarize the original job post

The Client Services Representative at Beacon Hill in Boston, MA, is responsible for handling incoming calls from existing and potential clients regarding the company's products, processing financial and non-financial transactions, resolving account problems, and communicating with various stakeholders. This is a temp-to-perm position offering $22/hr.

Responsibilities

  • Responds to incoming phone calls from existing and potential clients about the company's products.
  • Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
  • Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
  • Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers, and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
  • Maintains proper documentation of telephone calls and performs additional duties as requested.
  • Interacts with other departments within the Service Center to resolve problems and answer questions.

Qualifications

Required

  • Associate's degree or equivalent work experience
  • Customer service experience preferred
  • Strong communication and analytical skills
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred

Full Job Description

Our client, an investment firm in Boston, MA, is seeking a Client Services Representative to join their team. This is a temp-to-perm opportunity and is compensating $22/hr. Qualified and interested candidates are encouraged to apply today for immediate consideration.

Responsibilities:

  • Responds to incoming phone calls from existing and potential clients about the company's products.
  • Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
  • Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
  • Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers, and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
  • Maintains proper documentation of telephone calls and performs additional duties as requested.
  • Interacts with other departments within the Service Center to resolve problems and answer questions.

Qualifications:

  • Associate's degree or equivalent work experience
  • Customer service experience preferred
  • Strong communication and analytical skills
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please

or copy and paste the following link into an open window in your browser:
https://jobs.beaconhillstaffing.com/eeoc/

Completion

of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.


Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

We look forward to working with you.

Beacon Hill. Employing the Future (TM)