Client Services Associate

Motion Recruitment; Seattle (WA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding service for diverse client types, including investors and broker-dealers. Key skills required include high attention to detail, strong organizational skills, and effective communication. This starts as a 6-month contract, with opportunities for extension or transition to a full-time role.

Responsibilities

• Responsible for new account set up, change requests, & processing cash raises across clients.
• Provide operational support and data entry to onboard client accounts.
• Work with direct/retail investors, broker dealer platforms, institutions, and advisors.
• Support client communication to provide white-glove service.
• Review/respond on reconciliation items like delinked accounts.
• Contact custodians for service-related matters.

Skills

High attention to detail

Organizational/Prioritization skills

Communication Skills both written and verbal

Job description

Senior Manager, Enterprise Talent Services @ Motion Recruitment

Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-4 days/week.

***This begins as a 6 month contract with an opportunity to extend or convert to FT at any time***

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.

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

Skillset required:

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

Seniority level

Associate

Employment type

Contract

Job function

Administrative and Accounting/Auditing

Benefits

• Medical insurance
• Vision insurance
• 401(k)