Client Service Analyst
: Job Details :

Client Service AnalystLocation:Boston, MACompensation: $24 per hour (Temp to Perm)Work Authorization: This role requires passing a drug test, including testing for marijuana.Job Overview:KBW has partnered with a highly regarded financial services firm seeking a Client Service Analyst. In this role, you will oversee and service assigned client relationships by addressing their needs, managing inquiries, and collaborating with internal teams to ensure client satisfaction. The position focuses on Fund Accounting, Administration, and Custody disciplines, requiring excellent communication skills, attention to detail, and a client-centric approach.Responsibilities:Client Service ManagementManage and resolve day-to-day client inquiries promptly while maintaining regular client communication.Proactively identify and share client insights with peers and management to improve services and address recurring issues.Serve as the primary contact for client escalations, sharing updates with internal teams for seamless resolution.Operational SupportWork closely with internal departments to fulfill client requests and resolve issues.Analyze inquiry trends, provide automated solutions, and deliver training to clients to improve efficiency.Prepare agendas and meeting minutes, and coordinate follow-ups with internal and client teams.Technology UtilizationUse internal systems and tools to manage client inquiries efficiently.Train clients on technology platforms to reduce manual processes and enhance their experience.Relationship BuildingBuild strong relationships with clients and internal teams to foster collaboration and trust.Regularly meet with clients to review pending items and ensure satisfaction.Risk & ComplianceAdhere to all company policies, ensuring the privacy and security of client information.Monitor and escalate potential risks, ensuring all communications are accurate and compliant.Qualifications:Bachelor's degree or equivalent.Strong verbal and written communication skills.Proficient in Microsoft Office Suite.Excellent analytical and problem-solving skills.Adaptable to new technologies and systems.Strong attention to detail and organizational skills.Why Join?This is an excellent opportunity to gain hands-on experience in client service within a leading financial services environment. The role offers the potential for a permanent position with competitive benefits and opportunities for professional growth.KBW789*MONKBW*#LI-WC1