Confidential · 2 weeks ago
Client Services Representative
Boston, MA
Full-time
Onsite
Senior Level, Lead/Staff
$120K/yr - $200K/yr
10+ years expConfidential company is a financial services firm in Boston, seeking a Client Services Representative to join their team. The role involves supporting portfolio managers, managing client accounts, and providing assistance with trust administration and estate planning.
Marketing & Advertising
Hiring Manager
Chad Reid
Responsibilities
Open and close accounts
Support portfolio managers
Bill pay for clients
Coordinate wires
Support budgeting
Support estate planning
Database management
Provide support for charitable works
Client meeting support
Collaborate with attorneys
Assist with coordinating real estate transactions as needed
Ad hoc trust administration and research projects as needed
Qualification
Required
10+ years of experience in Client Services in a financial services setting
Proven track record of successfully building and managing relationships with clients
Experience with trust accounting is ideal
Outstanding organizational, multi-tasking, and prioritization skills
Ability to work under tight deadlines and to accommodate last-minute changes
Able to work additional hours as needed
Tech savvy
Team player mentality
Company
Confidential
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Silicon Valley, California US, US
51-200 employeesFunding
Current Stage
Growth StageLeadership Team
Roshan Syed
Global Talent Partner
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