Senior Client Service Representative
Robert Half Accountemps
Description
We are looking for a Senior Client Service Representative to join our team in Boston, Massachusetts. This is a long-term contract position (Contract to hire) offering an excellent opportunity to utilize your expertise in fund accounting and client relations while working in a dynamic, deadline-driven environment. The ideal candidate will play a crucial role in ensuring client satisfaction by delivering timely and accurate resolutions to inquiries and preparing detailed financial reports.
Responsibilities:
• Respond promptly to client inquiries, offering accurate solutions to ensure high levels of satisfaction
• Calculate daily Net Asset Values (NAVs) and prepare month-end and year-end financial reports
• Generate and distribute various internal and external reports to support business operations
• Utilize internal systems and technology solutions to manage client servicing deliverables efficiently
• Investigate and resolve accounting-related issues or discrepancies on a daily basis
• Collaborate with relevant teams to ensure seamless communication and resolution of client concerns
• Apply analytical skills to evaluate data workflows, numeric information, and organizational processes
• Maintain a strong understanding of corporate actions, equity, fixed income, derivative investments, and emerging markets
• Leverage tools such as Microsoft Excel, Bloomberg, and Reuters to optimize reporting and analysis
• Ensure adherence to deadlines and accuracy in all deliverables
Requirements
• Bachelor’s degree in business, finance, accounting, or a related field, or equivalent work experience
• 1 to 3 years of experience in fund accounting or a similar role
• Proficiency in Microsoft Excel and familiarity with Bloomberg and Reuters
• Strong analytical skills with the ability to interpret data and solve complex problems
• Excellent verbal and written communication skills
• Knowledge of corporate actions, equity, fixed income, derivative investments, and emerging markets
• Ability to work effectively under tight deadlines while maintaining accuracy
• Experience with technology solutions and systems relevant to client service operations
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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