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US Tech Solutions Finance Associate in Boston, Massachusetts

  • 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.

  • Technology Management & Effectiveness

  • 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.

  • Relationship Building & Networking

  • 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

  • Risk & Control

  • Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.

  • Pay attention to detail and contacts sent in emails.

Qualifications:

  • 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

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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