Client Services Associate

RAJNAP TECHNOSOFT PRIVATE LIMITED; Seattle (WA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Seattle is seeking a Client Service Associate to provide operational support and enhance client communication. The role requires strong attention to detail and organizational skills, suitable for those with experience in a collaborative financial services environment. Responsibilities include onboarding client accounts, managing communications, and handling reconciliation queries. Interested candidates with a passion for outstanding client service are encouraged to apply.

Qualifications

• Experience in a collaborative work environment for a financial services/RIA/Broker Dealer firm.
• Passion for delivering outstanding client service.

Responsibilities

• Provide operational support and data entry to onboard client accounts.
• Work with various client types including direct/retail investors and institutions.
• Support client communication via team email for white-glove service.
• Review and respond to reconciliation items.
• Contact custodians for service-related matters.

Skills

High attention to detail

Organizational/Prioritization skills

Communication skills both written and verbal

Job description

Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit

Direct Client Role

Client Service Associate

Seattle WA

Invesco

6 Months

4 days 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 of our clients. We are looking for our next Client Service Associate to support our growing business. 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

• 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

Skillset required

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

Shawn Wood

[e-mail]