Apply on Employer Site

Daley And Associates, LLC · 1 day ago

Client Service Representative - Boston, MA

Boston, MA

Contract

Onsite

New Grad, Entry Level

$20/hr - $21/hr

Daley And Associates, LLC is an industry leading Investment Management firm located in Boston, MA. They are seeking a Client Service Representative who will develop and utilize excellent client relation skills to assist with financial and non-financial related transaction inquiries.

BankingConsultingFinancial ServicesHuman ResourcesInsurance

Growth Opportunities

Hiring Manager

Alanna Ross

Responsibilities

Responds to incoming phone calls from existing and potential clients

Processes a variety of routine and complex financial and non-financial transactions

Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution

Communicates with shareholders, participants, broker/dealers, and others to verify information and clarify requests or

Provides appropriate documentation to customers as requested

Collaborates with various internal departments to optimize client service processes

Assists in special projects as needed

Qualification

Customer service experienceCommunication skillsAnalytical skillsMS Office SuiteAttention to detailOrganizational skillsThrive in fast-paced environment

Required

Customer service experience

Strong communication and analytical skills

Excellent attention to detail and organizational skills

Proficiency in MS Office Suite

Ability to thrive in a fast-paced environment

Preferred

BS/BA degree

Company

Daley And Associates, LLC

Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.

Founded in 2005