US Tech Solutions · 6 hours ago
Client Services Representative
Boston, MA
Contract
Hybrid
New Grad, Entry Level
$24/hr - $24/hrUS Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. The Client Services Representative will be responsible for servicing and maintaining oversight of assigned client relationships, focusing on Fund Accounting, Administration, and Custody disciplines to ensure high client satisfaction.
Information Technology
Hiring Manager
Vivek Rana
Responsibilities
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
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
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
Adhere to all 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
Qualification
Required
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
Adaptability- Ability to quickly adjust to changing priorities and dynamics
Growth Mindset- Being open to learning, receiving feedback, and improving
Initiative and Proactivity. Someone who takes ownership of their role and proactively contributes without being prompted
Company
US Tech Solutions
US Tech Solutions counted among the largest yet the fastest growing staffing firm; all achieved organically.
Founded in 2000
1001-5000 employees
H1B Sponsorship
US Tech Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (24)
2021 (18)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Manoj Agarwal
Chief Executive Officer
Recent News
Kelly Services, Inc.
2025-05-17
GlobeNewswire News Room
2024-12-13
Company data provided by crunchbase