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Marchon Partners

Customer Service Representative

Career Insights for Customer Service Representative (General)

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Based on Massachusetts data

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What they do

A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.

$41,993 / year median in Massachusetts

-10% projected decline

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Job Description

Customer Service Representative at Marchon Partners Customer Service Representative at Marchon Partners in Chelsea, Massachusetts Posted in about 22 hours ago.

Type:

full-time

Title:

Client Services Representative

•Must be looking for a career in financial services

Location:

100% onsite in

Boston, MA Duration:

3-6 month contract to perm

Rate:

$18-21/hour W2 - depending on experience

Interview:

Phone then onsite Start date: Monday, October 5, 2026

Hours:

Schedule changes every week; shifts range as early as 8-4, to as late as 11-7.

•You will know 2 weeks in advance what your schedule will be. Have the ability to switch, but you must ensure your schedule is covered. There is no set schedule. Role Summary The client is seeking Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.

RESPONSIBILITIES INCLUDE

Responds to incoming phone calls from existing and potential clients about the company's products. Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality. Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution. Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested. Maintains proper documentation of telephone calls and performs additional duties as requested. Interacts with other departments within the Service Center to resolve problems and answer questions.

REQUIRED QUALIFICATIONS

Associate's Degree or equivalent work experience Customer service experience preferred Strong communication and analytical skills Strong attention to detail and organizational skills General knowledge of Microsoft Office products preferred