What are the responsibilities and job description for the Client Service Representative position at Expedient Staffing Solutions?
Client Service Representative
Position Overview
Job Category: Entry Level
Hire Type: Contractor
Contract Type: Contract Only (Temp-to-Perm Eligible)
Job Hire Type: Contract Worker / Temp
Shift: 1st Shift
Exemption Status: Non-Exempt
Pay Type: Hourly
Assignment Details
Duration: April 14, 2026 – October 10, 2026 (Approx. 3–6 months, temp-to-perm eligible)
Expected Weekly Hours: 40
Hybrid Schedule: 3 days in office per week after initial training period
Travel: No
Job Site: Onsite
Location:
Boston, MA 02210
Compensation:
Pay Rate: $24.00/hour
Job Summary
Working under direct supervision, the Client Service Representative (CSR) services and maintains oversight of assigned client relationships. The CSR focuses on Fund Accounting, Administration, and Custody disciplines, as well as the applicable product offerings for assigned clients.
The CSR collaborates with team members and managers to discuss client trends, provide insights, offer automated solutions, assist in onboarding and conversions, and manage reporting and analyses to ensure high client satisfaction.
Position Scope
Manage day-to-day client inquiries and collaborate with internal teams to resolve issues promptly.
Keep clients updated on inquiry status until resolution.
Provide guidance to clients on using BBH Infuse to obtain answers independently.
Share insights with peers to identify recurring trends and recommend solutions.
Act as the first point of contact for clients and escalate issues/new business appropriately.
Collaborate with internal product teams on client impacts (e.g., investments in multiple private equity funds).
Key Responsibilities
Client Service:
Review and respond proactively to client and internal inquiries daily, escalating to Sr. CSR as necessary.
Research, identify, and escalate internal issues impacting client servicing.
Work with internal departments to support client requests, deliverables, and issue resolution.
Analyze inquiry trends to determine training or automation opportunities.
Conduct regular client meetings to review pending items.
Execute internal reporting and reconciliations for assigned client relationships.
Prepare meeting agendas and minutes and coordinate with manager and peers.
Technology Management & Effectiveness:
Communicate product enhancements and conduct client training sessions.
Utilize internal technology solutions to manage and escalate inquiries.
Coordinate demos to teach clients platform usage and reduce manual intervention.
Relationship Building & Networking:
Collaborate with internal teams to improve client experience.
Understand client organizational structures to contact appropriate stakeholders.
Participate in firm-wide events, townhalls, and communications.
Risk & Control:
Adhere to BBH policies and best practices.
Identify opportunities to reduce unnecessary correspondence and protect client information.
Maintain accuracy and attention to detail in all communications.
Qualifications & Competencies
BA or equivalent degree
1 year of finance experience preferred
Strong verbal and written communication skills
Ability to learn and adapt to new technologies and systems
Strong analytical and problem-solving skills
Proficiency in Microsoft Office Products
Language skills appropriate for client relationships supported
Salary : $24