Investment Operations Associate

Our client, a leading independent investment management firm, is seeking an experienced Investment Operations Associate/Client Service Associate for a 6 month contract role (with the potential to convert to direct hire) in either their New York, NY or Seattle, WA location. 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, & 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 #J-18808-Ljbffr