<Back to Search
Entry Level Finance Graduate - Investment Banking
Somerville, MAApril 6th, 2026
The Client Service Representative is an entry-level role responsible for monitoring client custody operations and service levels under direct supervision. This role provides critical support to ensure client satisfaction and operational excellence. The successful candidate will proactively address client inquiries, assist in reporting and analysis, and collaborate with internal teams to resolve issues.The position offers the opportunity to develop skills in client services, risk management, and technology within a dynamic and supportive environment. Key Responsibilities1. Client Service and Inquiry ResponseProactively respond to custody-related client inquiries on a daily basis.Collaborate with internal departments to prioritize and resolve client requests and deliverables.Ensure timely and accurate resolution of client concerns.2. Technology and InnovationUtilize internal technology solutions to effectively manage client inquiries.Educate and assist clients in adopting new technology, automation tools, and products.3. Risk Management and ControlAssist in maintaining and reporting on key client service metrics.Support team-based projects, audits, and process improvements.Complete monthly reporting requirements to ensure compliance and accuracy. Qualifications and RequirementsEducation: Bachelor’s degree (BA/BS) or equivalent work experience.Skills:Strong communication and interpersonal skills.Proficiency with internal technology platforms and a willingness to learn new tools.Detail-oriented with excellent problem-solving abilities.Positive attitude and a strong desire to learn and grow in the role. Key CompetenciesCustomer Focus: Prioritize client satisfaction through responsiveness and professionalism.Adaptability: Ability to learn new systems and processes quickly in a dynamic environment.Team Collaboration: Work effectively with team members to achieve collective goals.Accountability: Deliver consistent and reliable results while adhering to deadlines.
1,177 matching similar jobs near Somerville, MA
- Senior Director, IT Finance Leader
- Remote Risk Analyst - AI Trainer ($50-$60 per hour)
- Nonprofit Finance Manager
- Director of Finance
- Expense Operations Analyst
- Investment Trade Operations Analyst
- Investment Operations Analyst
- Accounting Assistant
- Sr. Grants Administrator
- Chief Financial Officer
- Accounting Director
- Lead Revenue and Investments Accountant
- Associate Director Forecasting-Lupus/MS
- Finance Manager
- Senior Financial Analyst
- Senior Manager FP&A, R&D
- Financial Analyst II
- Corporate/Family Office Accounting Manager
- Assistant Director, Compliance and Risk Management
- Non-Profit Accounting Manager
- Financial Analyst
- Revenue Accounting Manager
- Remote Job $790/wk - Hiring Focus Group Panelists
- Junior Accountant
- Director, SEC Reporting & Technical Accounting
- Internal Audit Manager, Finance & Operations
- Certified Nursing Assistant - Entry Level Training Program
- Want Cash Jobs? Earn With Uber Instead
- OSS ESY Para
- Work from Home - Need Extra Cash??
- Earn Cash - Drive with Uber
- Alternatives To Cash Jobs - Drive with Uber
- Senior Manager, Clinical Portfolio Services, Business Operations
- Associate Legal Director, US Commercial
- Corporate Counsel/Senior Corporate Counsel, Commercial Contracts
- Associate Director for Compliance and Title VI Coordinator
- Associate Director for the In Person Master of Science in Bioethics Program
- Earn extra cash - Sign up and drive with Uber
- D365 F&O Finance Architect / Functional Lead
- ITGC Testing Associate Manager