Client Service Associate

Posted: 05/30/2025 Employment Type: Contract Industry: Financial Services Job Number: 17477 Field of Expertise: Administrative Remote Friendly: Hybrid Work Schedule Job Description Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6+ month contract in either Seattle, Washington or New York City, New York. This position is hybrid with 2 days on site, and 3 days remote. Job Description Summary The 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 Run client information in CRM (Salesforce) Skillset required: High attention to detail Organizational/Prioritization skills Communication Skills both written and verbal Pay Rate- $28.00 - $30.00/hour Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care. A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies. Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Login to save this search and get notified of similar positions. There are currently no related jobs. Please sign up for JobAlerts . Related Jobs: There are currently no related jobs. Please sign up for JobAlerts . Login to save this search and get notified of similar positions. Discover exciting job opportunities in the vibrant area around New York, New York! With its iconic skyline, diverse cultural scene, and endless career growth prospects, the Big Apple and its surroundings promise an unparalleled work-life experience. Nestled between Broadway theaters, world-class art galleries like The Metropolitan Museum of Art, and globally renowned cuisine spots in Little Italy and Chinatown, finding your dream job in New York is your gateway to thriving in a city that never sleeps. Embrace the energy of Times Square, catch a game with the Yankees at Yankee Stadium, or unwind in the serenity of Central Park. Explore our job listings today and unlock your potential in the heart of opportunity. Corps Team #J-18808-Ljbffr Corps Team