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 is hybrid (3 days on-site and 2 days remote/week) in NYC or Seattle.

Responsibilities:

• Support new account setup, change requests, and processing of cash raises across RIA and broker-dealer clients
• Provide operational support and perform data entry to onboard client accounts and process ongoing activity
• Work with client types including direct/retail investors, broker-dealer platforms, institutions, and advisors
• Support client communication through team email, ensuring a high-quality service experience across all channels
• Review and respond to reconciliation items such as delinked accounts, negative cash accounts, and new accounts
• Coordinate with custodians for service-related matters and generate custodian paperwork
• Run and maintain client information using CRM systems, including Salesforce
• Manage transactional and administrative tasks, including change requests, withdrawals, do-not-transact status updates, and document review
• Identify and address additional paperwork or missing documentation within client platforms
• Ensure operational accuracy, task prioritization, and follow-through to prevent errors or delays

Skills and Qualifications:

• High attention to detail and accuracy
• Strong organizational and prioritization skills
• Excellent verbal and written communication skills
• Ability to work in a collaborative environment within financial services, RIA, or broker-dealer settings
• Commitment to operational excellence and internal service delivery
• Ability to manage multiple administrative and transactional tasks without letting items fall through the cracks

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.