What are the responsibilities and job description for the Client Service Representative position at Daley And Associates, LLC?
Client Service Representative
We are currently seeking candidates for a Client Service Representative opportunity with a well-established financial services organization located in Boston, MA. The Client Service Representative will be responsible for supporting company clients by handling inbound inquiries, processing account-related transactions, and resolving routine service requests in a fast-paced service center environment. This is an entry-level role ideal for candidates interested in building a long-term career within financial services.
This is a 3–6-month contract-to-hire position paying $20-$21/hour. This role is fully onsite five days a week in Boston, MA.
Responsibilities:
• Respond to inbound phone calls from existing and prospective clients regarding products, services, and account information.
• Process routine and complex financial and non-financial transactions in accordance with established procedures and quality standards.
• Address basic account questions and initiate research or escalation for more complex issues.
• Communicate with clients and partners via phone and email to verify information, clarify requests, and provide documentation as needed.
• Accurately document client interactions and maintain proper call records.
• Partner with internal departments to resolve issues and ensure timely follow-up.
• Provide additional support and take on ad hoc responsibilities as requested by management.
Qualifications:
• Associate’s degree or equivalent professional experience.
• Customer service experience preferred; open to recent graduates.
• Strong verbal communication and analytical skills.
• High attention to detail with strong organizational skills.
• General working knowledge of Microsoft Office applications.
• Interest in financial services is a plus but not required.
• Professionalism, punctuality, flexibility, and coachability are critical for success.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.
We are currently seeking candidates for a Client Service Representative opportunity with a well-established financial services organization located in Boston, MA. The Client Service Representative will be responsible for supporting company clients by handling inbound inquiries, processing account-related transactions, and resolving routine service requests in a fast-paced service center environment. This is an entry-level role ideal for candidates interested in building a long-term career within financial services.
This is a 3–6-month contract-to-hire position paying $20-$21/hour. This role is fully onsite five days a week in Boston, MA.
Responsibilities:
• Respond to inbound phone calls from existing and prospective clients regarding products, services, and account information.
• Process routine and complex financial and non-financial transactions in accordance with established procedures and quality standards.
• Address basic account questions and initiate research or escalation for more complex issues.
• Communicate with clients and partners via phone and email to verify information, clarify requests, and provide documentation as needed.
• Accurately document client interactions and maintain proper call records.
• Partner with internal departments to resolve issues and ensure timely follow-up.
• Provide additional support and take on ad hoc responsibilities as requested by management.
Qualifications:
• Associate’s degree or equivalent professional experience.
• Customer service experience preferred; open to recent graduates.
• Strong verbal communication and analytical skills.
• High attention to detail with strong organizational skills.
• General working knowledge of Microsoft Office applications.
• Interest in financial services is a plus but not required.
• Professionalism, punctuality, flexibility, and coachability are critical for success.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.
Salary : $20 - $21