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Client Services Representative

Andover, MA


The Client Services Representative is responsible for managing client interactions with a demonstrated passion for building strong relationships. The Client Services Rep will engage with internal and external parties to address all client needs in a professional and timely manner. The ideal candidate for this role has a team player attitude and is self-motivated to delivering great results. This role requires a highly organized, dynamic, and responsive individual with strong customer focus and the desire to exceed clients’ expectations.

Job Functions/Responsibilities:

Establishes productive, professional client relationships through unparalleled support, service and value to drive client satisfaction.
Owns and addresses client needs and issues from inception to resolution, provides updates and follow ups as needed. Proactively partners with internal teams to communicate client requirements and turnaround time expectations.

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Ability to anticipate client needs and proactively reaches out to discuss opportunities that may help the client achieve goals.
Actively tracks client projects, updating and monitoring internal reports to ensure the timely and efficient progression of each project.
Creates and presents Business Reviews to clients and partners with internal teams to provide feedback.
Acts as the primary point of contact and escalation for assign ed clients.
Builds strong and positive relationships with third-party stakeholders.

BA/BS required
3+ years of experience in a Client Services role within the Financial industry
Excellent written and verbal communication skills, with a strong attention to detail
Self-motivator who can adapt/respond to different types of requests on-the-go
Experience in a fast-paced working environment and the ability to multi-task, prioritize and manage time effectively
Intellectual curiosity for learning new skills and tools
Ability to bring new ideas and help build more efficient processes
Intermediate/Advanced Microsoft Office skills
This is an individual contributor role without direct reports

Job ID:
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Unlimited Paid Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Relocation Assistance
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Leadership Training Program
    • Internship Program
  • Diversity and Inclusion

    • Founder led
    • Woman founded/led
    • Black founded/led
    • Latinx founded/led
    • Asian founded/led
    • Diversity, Equity, and Inclusion Program

Company Videos

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