Client Service Associate

Client Service Associate

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 5+ month contract in either Seattle, WA or New York, NY. This role is hybrid with 4 days per week onsite.

Job Description Summary

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

You Will Be Responsible For:

• Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
• Provide operational support and data entry in order 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)

Skillset Required:

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

Pay Range- $28.00-$30.00/ hour