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Entry Level Client Service Representative

Aleron
United States, Massachusetts, Boston
Apr 04, 2025


Description

Are you a recent finance graduate looking to join one of the top companies in the Banking industry?

Are you looking to start your professional career and grow at an Entry-Level opportunity?

Do you have experience in securities options, accounting standards, and ongoing regulatory changes?

If you answered yes to those three questions, then apply today!

Acara Solutions seeks highly qualified candidates to work hybrid with our client in Boston, MA. Interested?

Here's what you'd do:

  • Serve as primary contact for clients and internal operational teams.
  • You will resolve internal and client inquiries promptly and accurately to ensure exceptional client service.
  • You will focus on the Fund Accounting, Administration, and Custody disciplines and the applicable product offering for assigned client relationships.
  • Proactively respond to client inquiries daily.
  • Provide filtering and escalation for client inquiries.
  • Participate in scheduled client meetings.
  • Assist in activities that support the measurement of Client Service Standards across the various products clients provide to our clients.
  • Work effectively with internal departments or third-party providers to prioritize client requests, deliverables, and issue resolution.
  • Review internal reporting for assigned client relationships and escalate issues that may impact client service to the Client Service Supervisor.
  • Participate in team-based project work and audits.
  • Utilize relevant internal technology solutions to manage client inquiries effectively.
  • Introduce and familiarize clients with new technology, automation tools, and products.
  • Where needed, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers) and analyze the exposure of missing documentation to the client.

Here's what you'll get:

Pay: $24/hr.

Hours: 40 hours/week.

Length: Temp (12 Months).

Sounds like a good fit?

APPLY TODAY

About Acara Solutions

Acara is a premier recruiting and workforce solutions provider-we help companies compete for talent. With a legacy of experience in various industries worldwide, we partner with clients, listen to their needs, and customize visionary talent solutions that drive desired business outcomes. We leverage decades of experience to deliver contingent staffing, direct placement, executive search, and workforce services worldwide.

Job Requirements

Required Skills:

  • Bachelor's Degree (BS/BA) in Finance or Accounting.
  • Minimum 6 months of experience in securities options, accounting standards, and ongoing regulatory changes.
  • Minimum 6 months of experience in Excel.

Preferred Skills:

  • Ability to communicate effectively both verbally and in writing.
  • Ability to effectively prioritize and resolve client needs.
  • Ability to learn and utilize new technologies to research, analyze, and resolve client needs.
  • Ability to work quickly and accurately in a deadline-oriented environment.
  • Ability to build and maintain internal and external client relationships.
  • Good ability to apply analytical skills to data, workflows, numeric information, and problem-solving.

Additional Information:

  • Upon offer of employment, the individual will be subject to a background check and a drug screen.
  • In compliance with federal law, all persons hired will be needed to verify identity and eligibility to work in the United States and to complete the necessary employment eligibility verification form upon hire.

Apply

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