Funds Associate

BCforward is currently seeking a highly motivated Client Service Rep-ETF (BOS) for an opportunity Boston, MA USA!

Position Title: Client Service Rep-ETF

Location: Boston, MA 02210

Anticipated Start Date: October 21st

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 6+ Months (Potential for extension and temp to perm)

Job Type: CONTRACT [Onsite]

Pay Range: [$22.00/hr] - [$24.00/hr]

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Job Description

Requirements

BA or Equivalent Ability to communicate effectively with both verbal and written skills Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills Language skills commensurate with office location and client relationships supported Comprehensive working knowledge of Microsoft Office Products
Hybrid Schedule: 3 days in the office 2 days working from home, depending on the team

Working under direct supervision, as a Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The role will require you to establish relationships with client contacts as well as internal teams. A Client Service Representative will collaborate with team members and managers to discuss client trends, provide insights, offer automated solutions and assist in onboarding clients, conversions, reporting and analyses to ensure high client satisfaction

POSITION SCOPE

As a client service representative, you will be responsible for managing the day-to-day inquiries of your clients. You will need to collaborate with internal teams to resolve your inquiries in a timely manner. You are expected to keep your clients updated on the status of the inquiry until completion. Furthermore, finding out ways to teach clients how to utilize BBH Infuse to obtain answers is important. As a Client Service Representative, you are presented with client insights throughout your day-to-day interactions. Sharing insights with your peers can detect similar themes which directly impact your department. For example, if multiple clients are having issues with a specific product/team, raising this to management can lead to a possible solution that impacts multiple clients. As client service representative, you are the first point of contact for your clients. Sharing possible escalations/new business with appropriate teams will lead to better management of them. This position is accountable for the management of clients, which requires strong collaboration with internal product teams. For example, if a client is planning on investing in multiple private equity funds, you are required to notify the appropriate Product team and communicate to your peers the impact that this has on everyone's day-to-day life.

JOB DUTIES:

Client Service

Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary Research, identify and escalate internal issues that may impact client servicing Work effectively with internal departments to support client requests, deliverables and issue resolution Analyze inquiry trends and determine if training is required to help either reduce or automate. Meet with your client contacts regularly to review pending items. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR Prepare agendas, minutes and coordination of the meetings, and review with your manager. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary. Technology Management & Effectiveness

Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention. Relationship Building & Networking

Collaborate with internal teams to share insights and improve the client experience. Understand your client's organizational chart to ensure you contact appropriate members to review items. Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities Risk & Control

Adhere to all Client policies and best practices Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. Pay attention to detail and contacts sent in emails.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided This role is to provide a wide range of finance support to the Rolls-Royce US Defense Finance team. This is while the business grows over the coming years and the finance team are engaged in several special projects. The selected candidate will be able to contribute to the business through a broad skillset from Financial Control, Financial Planning & Analysis and Business Partnering skills

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 229557 when responding to this ad.

Get job alerts by email. Sign up now! Join Our Talent Network! Salary Details This salary was provided in the Job Posting. $22-$24 Hourly Salary Job Snapshot Employee Type Contractor Location Boston, MA (Onsite) Job Type Finance Experience Not Specified Date Posted 09/24/2024 Apply to this job. Think you're the perfect candidate? Apply Now