Senior Client Service Representative

We are looking for a Senior Client Service Representative to join a long-term contract opportunity in Buffalo, New York. This position supports high-quality client service by addressing inquiries with accuracy, overseeing fund accounting deliverables, and producing key financial reports tied to daily, month-end, and year-end activity. The role is well suited for an individual who can manage deadlines, interpret financial data, and communicate clearly with internal and external partners.

Responsibilities:
• Respond to client questions promptly and provide accurate, solutions-focused support that strengthens overall service delivery.
• Calculate and review daily net asset values while helping ensure fund accounting outputs are completed correctly and on schedule.
• Prepare recurring financial reporting for month-end and year-end periods, along with other required internal and client-facing reports.
• Use internal platforms and technology tools to organize service requests, track deliverables, and maintain consistent workflow execution.
• Investigate accounting discrepancies, reconcile breaks, and resolve exceptions each day to support reporting accuracy.
• Partner with colleagues across servicing and accounting functions to address issues, escalate risks when needed, and meet operational deadlines.
• Analyze investment-related data tied to corporate actions, equities, fixed income instruments, derivatives, and emerging markets activities.
• Contribute during the initial onsite training period and adapt to a hybrid schedule after training based on business needs.

Qualifications:

• Bachelor’s degree in business, finance, accounting, or a related field, or equivalent relevant experience.
• 1 to 3 years of fund accounting experience in a financial services or investment operations environment.
• Ability to produce accurate work in a fast-paced, deadline-driven setting with strong attention to detail.
• Strong written and verbal communication skills with the ability to interact effectively with clients and internal teams.
• Working knowledge of corporate actions and investment products, including equity, fixed income, derivatives, and emerging markets.
• Hands-on proficiency with Excel, Bloomberg, and Reuters for research, reporting, and data analysis.
• Demonstrated analytical ability with confidence interpreting numeric information, identifying issues, and solving workflow-related problems.

Compensation

$25.00-$27.00 Hourly

About Us

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.

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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.

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