Client Service Associate (Hybrid - NYC/Seattle)

Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization.

We are seeking a Client Service Associate on a contract basis to help support our Customer’s business needs. This role will specifically focus on servicing the Separately Managed Accounts business. This role is hybrid (4 days on-site and 1 day remote/week) in New York City (preferred) or Seattle.

Responsibilities:

• Manage new account setup, change requests, and cash processing for RIA and broker-dealer clients
• Support a variety of client types, including retail investors, institutions, advisors, and broker-dealer platforms
• Provide high-touch client support via email and other communication channels
• Respond to portfolio and strategy-related inquiries
• Review and resolve reconciliation items such as delinked accounts, negative cash balances, and new account issues
• Coordinate with custodians for service requests and required documentation
• Maintain and update client information in CRM systems such as Salesforce
• Support the execution of team projects and operational initiatives
• Collaborate across departments to ensure a seamless client experience
• Balance multiple internal and external requests while maintaining a client-focused approach

Skills and Qualifications:

• 3+ years of relevant experience in RIA, broker-dealer, or related financial services environments
• Understanding of separately managed account (SMA) structures
• Strong proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, and Outlook
• Experience working with CRM systems such as Salesforce
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Strong collaboration and teamwork abilities
• Ability to manage multiple priorities in a fast-paced environment
• Client-focused mindset with strong problem-solving skills

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements). Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.