Client Service Rep

Boston

Thursday, 28 May 2026

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 timely. 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 Infuse to obtain answers is important. This position is accountable for the management of clients, which re[ "Client Service\n\n\n\t\n\t. 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\n\t\n\t\n\t. Research, identify and escalate internal issues that may impact client servicing\n\t\n\t\n\t. Work effectively with internal departments to support client requests, deliverables and issue resolution\n\t\n\t\n\t. Analyze inquiry trends and determine if training is required to help either reduce or automate.\n\t\n\t\n\t. Meet with your client contacts regularly to review pending items.\n\t\n\t\n\t. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR\n\t\n\t\n\t. Prepare agendas, minutes and coordination of the meetings, and review with your manager.\n\t\n\t\n\t. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.\n\t\n\n\n. Technology Management & Effectiveness\n\n\n\t\n\t. Working with your Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.\n\t\n\t\n\t. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries\n\t\n\t\n\t. Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.\n\t\n\n" ][ "Experience. Entry Level. Education. Bachelors (required)" ]

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