{"schemaVersion":"jobsearcher.job.v1","id":"5fd7ddbcfb15c2db74170cbf","url":"https://jobsearcher.com/jobs/5fd7ddbcfb15c2db74170cbf","canonicalUrl":"https://jobsearcher.com/jobs/5fd7ddbcfb15c2db74170cbf","title":"Client Services Representative","description":"OverviewPlease double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.In this role, you act as the primary contact for clients, delivering attentive service for investment accounts and financial products. You will support onboarding, account maintenance, and inquiries, collaborating with advisors, portfolio managers, and internal operations to ensure a high-quality client experience. You’ll handle paperwork, regulatory documentation, and money movement while safeguarding confidentiality. The position offers involvement in process improvements that enhance service, client satisfaction, and operational efficiency. This is a client-focused role with exposure to capital markets and financial services operations.ResponsibilitiesServe as main client contact via phone, email, and in-person meetingsRespond to inquiries about account activity, statements, transactions, and service requestsAssist with account opening, onboarding, transfers, and maintenanceProcess and monitor client paperwork for accuracy and completenessCoordinate requests with advisors, custodians, and operations teamsMaintain client records in CRM and portfolio management systemsPrepare client meeting materials and documentationSupport compliance and regulatory documentation reviewAssist with money movement, account updates, and beneficiary changesTrack outstanding requests and ensure timely resolutionIdentify opportunities to improve service processes and client experienceMaintain confidentiality of client and financial informationStay informed on firm policies and industry regulationsKey requirementsBachelor's degree in Finance, Accounting, Business Administration, Economics, or related field preferred3+ years in financial services, investment xaygatp management, asset management, corporate trust, loan administration, or client relationship managementStrong understanding of capital markets and financial productsKnowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related productsExperience supporting institutional clients, asset managers, banks, or alternative fundsClient-focused mindsetAttention to detailOrganizational skillsCRM systemsPortfolio management systemsKnowledge of compliance and regulatory documentation processes","company":"Robert Half","rawCompany":"robert half","city":"Somerville","state":"MA","isRemote":false,"isActive":false,"createdAt":"2026-10-27T01:50:48.729Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Representative","description":"OverviewPlease double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.In this role, you act as the primary contact for clients, delivering attentive service for investment accounts and financial products. You will support onboarding, account maintenance, and inquiries, collaborating with advisors, portfolio managers, and internal operations to ensure a high-quality client experience. You’ll handle paperwork, regulatory documentation, and money movement while safeguarding confidentiality. The position offers involvement in process improvements that enhance service, client satisfaction, and operational efficiency. This is a client-focused role with exposure to capital markets and financial services operations.ResponsibilitiesServe as main client contact via phone, email, and in-person meetingsRespond to inquiries about account activity, statements, transactions, and service requestsAssist with account opening, onboarding, transfers, and maintenanceProcess and monitor client paperwork for accuracy and completenessCoordinate requests with advisors, custodians, and operations teamsMaintain client records in CRM and portfolio management systemsPrepare client meeting materials and documentationSupport compliance and regulatory documentation reviewAssist with money movement, account updates, and beneficiary changesTrack outstanding requests and ensure timely resolutionIdentify opportunities to improve service processes and client experienceMaintain confidentiality of client and financial informationStay informed on firm policies and industry regulationsKey requirementsBachelor's degree in Finance, Accounting, Business Administration, Economics, or related field preferred3+ years in financial services, investment xaygatp management, asset management, corporate trust, loan administration, or client relationship managementStrong understanding of capital markets and financial productsKnowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related productsExperience supporting institutional clients, asset managers, banks, or alternative fundsClient-focused mindsetAttention to detailOrganizational skillsCRM systemsPortfolio management systemsKnowledge of compliance and regulatory documentation processes","datePosted":"2026-10-27T01:50:48.729Z","dateModified":"2026-10-27T01:50:48.729Z","hiringOrganization":{"@type":"Organization","name":"Robert Half","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Somerville","addressRegion":"MA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"5fd7ddbcfb15c2db74170cbf"},"url":"https://jobsearcher.com/jobs/5fd7ddbcfb15c2db74170cbf"}}