3 дня назад
Sr. Client Service Representative (Fund Accounting)
55 000 - 70 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Client Service Representative (Fund Accounting): Serving as a primary contact for clients and internal operational teams across fund accounting, administration, and custody services with an accent on inquiry resolution, reporting reviews, and client relationship management. Focus on coordinating issue resolution, introducing client-facing technology, monitoring documentation and controls, and supporting the training of less experienced staff.
Location: Boston, United States
Salary: $55,000–$70,000 base salary per year plus annual target bonus
Company
is a global financial services firm providing investor services, capital partners, specialist expertise, technology solutions, and client management.
What you will do
- Serve as a primary contact for clients and internal operational teams.
- Respond to, filter, escalate, and resolve client inquiries across fund accounting, administration, and custody services.
- Participate in client meetings, service-standard reviews, team projects, and audits.
- Coordinate with internal departments and third-party providers to prioritize requests, deliverables, and issue resolution.
- Review internal reporting and escalate issues that may affect client servicing.
- Introduce clients to new technology, automation tools, and products while monitoring required documentation.
Requirements
- Bachelor’s degree in business, finance, accounting, or equivalent work experience.
- 2–3 years of industry experience.
- Knowledge of securities options, accounting standards, and regulatory changes.
- Strong written and verbal communication, analytical, prioritization, and problem-solving skills.
- Ability to work quickly and accurately in a deadline-oriented environment and maintain client relationships.
- Comprehensive working knowledge of Microsoft Office products.
Culture & Benefits
- Partnership-oriented environment with an emphasis on collaboration and collective problem-solving.
- Mentoring and guidance from experienced leaders.
- Benefits covering long-term savings, healthcare, income protection, professional development, and time off.
- Opportunities to contribute beyond the scope of the daily role.
- Commitment to diverse experiences and transferable skillsets.
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