Client Services Associate

Our client an independent investment management firm is hiring for a Customer Services Associate to join their team in either their NYC or Seattle, WA office. This is an initial 6-month contract hybrid opportunity. As their Customer Service Associate you will be supporting Separately Managed Accounts (SMA). In this role, you\'ll partner closely with Portfolio Management, Operations, Trading, and Distribution teams to deliver exceptional operational support and ensure a seamless client experience. Contract : 6-months (possibility of extension) Location: NYC or Seattle, WA Office Hybrid Pay Rate: 30/hr. on a W2 Responsibilities: 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 Qualifications: High attention to detail Organizational/Prioritization skills Communication Skills both written and verbal #J-18808-Ljbffr