Client Services Representative | $60k

Feldspar & Flint LLC is a Recruiting & Staffing firm that specializes in operational strategy across core business functions.

Join a client-focused financial services team where you'll build trusted relationships, solve complex operational challenges, and help deliver exceptional service across fund accounting, administration, and custody operations. This role offers meaningful client interaction, cross-functional collaboration, and opportunities for professional growth.

Responsibilities

• Serve as a primary point of contact for clients and internal operational teams, ensuring responsive and professional communication.
• Manage and resolve client inquiries while coordinating with internal stakeholders to deliver timely solutions.
• Participate in client meetings and contribute to building strong, long-term client relationships.
• Review operational reports, identify potential service concerns, and escalate issues when appropriate.
• Collaborate across departments and external partners to prioritize requests and meet client deliverables.
• Support projects, audits, and continuous improvement initiatives that enhance service quality and operational efficiency.
• Utilize internal technology platforms to manage client activity and introduce clients to new digital tools and automation capabilities.
• Monitor required client documentation and help ensure compliance with operational and regulatory requirements.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent professional experience.
• 2–3 years of experience in financial services, client service, fund administration, custody, or related operations.
• Strong analytical, communication, and problem-solving skills with the ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated ability to build productive relationships with clients and cross-functional teams.
• Comfortable learning new technologies and adapting to evolving processes and business needs.
• Proficiency with Microsoft Office and a commitment to delivering accurate, high-quality work.