Client Service Associate

Corps Team; Seattle (WA); Hybrid; USD 38,572 - 41,328; Full time

Job summary

Corps Team is seeking an experienced Client Service Associate for a 6-month contract in New York, NY or Seattle, WA. This hybrid role requires onsite 4 days a week and a passion for delivering outstanding client service to RIA/BD clients.

You will support onboarding, account changes, and ongoing activity, while liaising with custodians and providing white-glove service across channels. Strong CRM experience and meticulous attention to detail are essential.

Qualifications

• Experience in financial services/RIA/BD environments.
• Detail-oriented with strong organizational skills.
• Proficient written and verbal communication.
• Experience using CRM systems, preferably Salesforce.

Responsibilities

• Set up new accounts, handle change requests, and process cash raises for RIA & BD clients.
• Onboard client accounts and process ongoing activity with data entry support.
• Work with direct/retail investors, broker-dealer platforms, institutions and advisors.
• Maintain white-glove client communication across channels via team email.
• Review and respond to reconciliation items and custodian paperwork.
• Coordinate with custodians on service-related matters and paperwork generation.
• Enter and retrieve client information in CRM (Salesforce).

Skills

High attention to detail

Organizational skills

Prioritization skills

Communication skills

Salesforce / CRM

Tools

Salesforce

Job description

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6-month contract role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week.

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.

Responsibilities

• Responsible for new account set up, change requests, and 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)

Skillset

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

Pay Rate

$28.00-$30.00 per hour