Client Account Representative

Milliner Talent Solutions is hiring Client Account Representatives for a large-scale temporary project with one of our long-standing clients. This role is ideal for someone who is organized, detail-oriented, client-focused, and comfortable working in a fast-paced professional office environment.

The Client Account Representative will serve as a key point of contact for clients while supporting transaction processing, account maintenance, reporting, problem resolution, and ongoing communication.

Responsibilities:

• Provide excellent client service through phone, email, and chat communication
• Review, process, and monitor client account transactions and documentation
• Maintain accurate client records while following compliance and regulatory requirements
• Run reports and identify exceptions or issues that need follow-up
• Partner with internal teams including accounting, operations, and technology
• Help document and improve internal processes and procedures
• Prioritize work effectively in a high-volume, deadline-driven environment

Qualifications:

• Bachelor’s degree preferred, or 5+ years of relevant professional experience
• 1-2 years of experience in financial services, banking, trust administration, philanthropy, customer service, or office operations preferred
• Strong communication, writing, and customer service skills
• High attention to detail and strong organizational skills
• Ability to problem-solve, prioritize, and work well in a team environment
• Proficiency with Microsoft Office Suite