Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. They actively encourage their people to collaborate to find the best ideas and solutions for clients, leveraging the tremendous diversity of thought that exists across their global organization.

We are seeking a Client Service Associate on a contract basis to help support our Customer’s business needs. This role is hybrid (4 days onsite and 1 day remote/week) in Seattle, WA.

Responsibilities

• Support new account setup, change requests, and cash raise processing across registered investment advisor and broker-dealer client channels
• Provide operational support and data entry to onboard client accounts and process ongoing account activity
• Support multiple client types, including retail investors, broker-dealer platforms, institutions, and advisors
• Monitor and manage reconciliation items, including delinked accounts, negative cash accounts, and new account exceptions
• Coordinate with custodians for service-related matters and generate required custodian paperwork
• Manage transactional and administrative workflows, including withdrawals, account updates, and documentation tracking
• Review platforms and documentation to confirm receipt of required paperwork and follow up as needed
• Provide white-glove internal support through team email and shared communication channels
• Maintain and update client information in CRM systems
  
  

Skills And Qualifications

• Experience in financial services operations within a registered investment advisor, broker-dealer, or similar environment
• Operational excellence experience
• Transactional processing experience
• High attention to detail with the ability to ensure accuracy and prevent items from falling through the cracks
• Strong organizational and prioritization skills in a transactional, high-volume environment
• Strong written and verbal communication skills
• Ability to work collaboratively across operations, trading, distribution, and portfolio management partners
• Experience working with CRM tools such as Salesforce preferred
  
  

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.