Client Service Associate (Hybrid - Seattle/NYC)

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 a hybrid setup (3 days onsite and 2 days remote/week) in Seattle, WA, and NYC.

The Client Service team partners with the portfolio management team, operations, trading, and distribution to provide a best-in-class service experience for all of the clients.

Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/broker-dealer firm and have a passion for delivering outstanding client service.

Responsibilities:

• Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
• Provide operational support and 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 via team email to provide white-glove service for all channels
• Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
• Contact custodians for service-related matters and custodian paperwork generation
• Run client information in CRM (Salesforce)

Qualifications

• High attention to detail
• Organizational/prioritization skills
• Communication skills, both written and verbal

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.