Client Service Representative, Fund Accounting
Overview
Client Service Representative owns daily servicing and oversight of assigned client relationships in Fund Accounting, Administration, and Custody. Client Service Representative collaborates with internal teams and managers to analyze trends, provide insights, and drive automation. This hybrid role in Boston, MA supports onboarding, conversions, and reporting to ensure high client satisfaction. Direct client contact and cross-functional teamwork define the role. Bank of New York Mellon culture emphasizes proactive issue escalation and continuous improvement.
What You'll Do10
- 1Respond to client and internal inquiries daily, updating clients on status and escalating to senior reps as needed.
- 2Research and escalate internal issues impacting client servicing, coordinating with internal departments on deliverables and resolutions.
- 3Analyze inquiry trends to identify training needs or opportunities for automation, then implement solutions.
- 4Meet with client contacts regularly to review pending items and prepare agendas, minutes, and meeting coordination.
- 5Execute reviews of internal reporting and reconciliations, escalating issues to the senior CSR when necessary.
- 6Collaborate with teams to share insights and improve client experience, understanding each client's organizational structure.
- 7Stay current on internal technology solutions and conduct client demos to teach platform usage and reduce manual intervention.
- 8Communicate product enhancements to clients and conduct training sessions under supervisor guidance.
- 9Participate in firm-wide events and read communications to stay informed on activities.
- 10Adhere to policies and identify ways to reduce email attachments and client-sensitive information risks.
Requirements6
- 1Bachelor's degree (BA) or equivalent experience.
- 2Verbal and written communication skills.
- 3Ability to learn and adapt to new technologies and systems.
- 4Strong analytical and problem-solving skills.
- 5Comprehensive working knowledge of Microsoft Office products.
- 6Language skills commensurate with office location and client relationships supported.
Salary Insight
$40 - $50k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Royal Bank of Canada
VerifiedRegistered Client Associate Boston | Series 7 66 Jobs
As a Registered Client Associate at RBC Wealth Management, you will own client service and operational support for a branch of financial advisors in Boston, managing account inquiries, documentation, and transactions. You will work directly with Series 7 and Series 66 licenses, ensuring compliance while building trusted client relationships. Your role will involve onboarding new accounts, processing trades, and handling funds transfers with precision. This position stands out for its focus on career growth through RBC's training and development resources.
Harvestadvertisinginc
VerifiedCustomer Account Representative - Client Support & Relations
Own customer relationships and account coordination at a growing marketing agency. Support onboarding, resolve account issues, and prepare reports that keep client accounts healthy. Work on a team that blends creative storytelling with data-driven strategy to deliver campaigns that connect with real audiences.
The Investment Counsel Company
VerifiedClient Services Manager at The Investment Counsel Company
The Client Services Manager leads high-net-worth client relationships collaborating with Investment Consultants and firm leadership. This role requires ownership accountability and fosters a positive workplace environment. It emphasizes teamwork and shared success.
Flagstar Bank N.A
VerifiedAssociate Relationship Manager, Private Client Banking
You own client relationships for the Private Client Group in New York, driving business development and service excellence. You act as the bridge between high-value clients, PCS teammates, and product partners to ensure smooth onboarding and daily account management. You analyze complex client issues, coordinate with internal departments, and support sales efforts through marketing materials and pitch books. This role puts you at the center of compliance, monitoring reports for KYC/AML and ensuring data integrity. You build trusted relationships and cross-sell products to grow the portfolio, with a clear path to senior roles.
94-1687665 Bank of America, National Association
VerifiedFraud Client Services Representative Bank of America
Lead resolution of multi-product fraud client requests in an inbound contact center. Provide accurate service while delivering a great client experience. Seek candidates who thrive in dynamic environments and excel at relationship building.
Morgan Stanley
VerifiedClient Service Associate, Registered Financial Services
You will own daily client service for a Financial Advisor team at Morgan Stanley, handling account onboarding, money movement, and digital tool enrollment. You will act as the trusted bridge between clients and FAs, ensuring every interaction reflects a client-first mindset. Working onsite in Houston, you will support a high-performing team with administrative precision and regulatory compliance. This role demands Series 7 and Series 66 (or 63/65) licenses and rewards those who thrive on client interaction and operational excellence.