Client Services Representative - Beacon Hill : Job Details

Client Services Representative

Beacon Hill

Job Location : Boston,MA, USA

Posted on : 2024-12-17T04:06:44Z

Job Description :

Our client, a financial services company located in Boston, MA is seeking two (2) Temporary Client Service Representatives to join their team. This role is based onsite in Boston, MA, and will provide customer support for a variety of financial products and services. The position offers the potential for conversion into a full-time, permanent position based on performance. This role is compensating $22/hour on the contract side and 46K once permanent.

Responsibilities:

  • Respond to incoming phone calls from existing and potential clients, providing general product and account information.
  • Process routine and complex financial and non-financial transactions in accordance with department procedures.
  • Resolve basic account issues and escalate more complex matters to the appropriate department.
  • Communicate with shareholders, participants, broker/dealers, and others via phone, email, and fax to clarify requests or provide documentation.
  • Maintain accurate records of customer interactions and follow up as needed.
  • Work cross-functionally within the Service Center to resolve issues and answer questions.

Qualifications:

  • Associate's Degree or equivalent work experience.
  • Prior customer service experience is preferred.
  • Strong communication and analytical skills.
  • Excellent attention to detail and organizational abilities.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is preferred.

Rotational Schedule:

  • Shifts range from 8:00 AM - 4:00 PM to 11:00 AM - 7:00 PM.
  • The schedule changes weekly, and employees will know their schedule two weeks in advance.
  • While there is flexibility to switch shifts, employees must ensure coverage for their schedule and cannot request a permanent shift.
  • Please note that hours will not exceed 35 hours per week.

Why Apply?

  • Competitive pay and growth opportunities.
  • Positive work environment with strong team support.
  • Potential to transition into a full-time, permanent role after the temporary assignment.

If you are passionate about providing outstanding client service and seeking an opportunity to grow in the financial services field, apply today!

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. We look forward to working with you.Beacon Hill. Employing the Future (TM)

Apply Now!

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