We are looking for a dedicated Customer Service Technician to join our team in West Yarmouth, Massachusetts. In this role, you will provide exceptional customer support while collaborating with various departments to ensure customer satisfaction and operational efficiency. This is a Contract to permanent position, offering a great opportunity for growth and long-term success within the organization.<br><br>Responsibilities:<br>• Respond to customer inquiries via phone, email, and other communication channels with professionalism and accuracy.<br>• Utilize available resources and collaborate with team members to address complex customer questions effectively.<br>• Coordinate with internal departments to fulfill customer requirements and ensure seamless service delivery.<br>• Manage customer accounts by performing data entry tasks and maintaining accurate records.<br>• Schedule appointments and update order information as needed to support customer needs.<br>• Handle both inbound and outbound calls, ensuring timely resolution of customer concerns.<br>• Process orders and provide updates to customers regarding their order status.<br>• Maintain a strong working knowledge of company products and services to assist customers effectively.<br>• Use Microsoft Excel and Word to create and update documents and reports related to customer interactions.
We are looking for an experienced Senior Client Service Representative to join our team in Boston, Massachusetts. In this long-term contract position, you will play a key role in delivering exceptional service to clients by resolving inquiries promptly and accurately. This opportunity includes a hybrid schedule requiring a minimum of three in-office days per week, with Tuesdays and Wednesdays fixed and one floating day.<br><br>Responsibilities:<br>• Address client inquiries efficiently and ensure resolutions meet high service standards.<br>• Calculate daily net asset values (NAVs) and prepare month-end and year-end financial reports.<br>• Generate and manage various internal and external reports with accuracy.<br>• Utilize internal technology platforms to support client service operations effectively.<br>• Investigate and resolve accounting discrepancies or issues on a daily basis.<br>• Collaborate with teams to ensure timely completion of deliverables and uphold service quality.<br>• Apply analytical skills to assess data workflows and solve problems.<br>• Stay informed about corporate actions, equity, fixed income, and derivative investments.<br>• Leverage tools like Excel, Bloomberg, and Reuters to enhance reporting and analysis.<br>• Maintain focus and accuracy while working under tight deadlines.