Client Services Associate - Financial Services Onboarding

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

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.