Client Services Associate Job at Motion Recruitment, Seattle, WA

TzlYazJXaTNCRkMzZDZ3eThyQTF2MmswOXc9PQ==
  • Motion Recruitment
  • Seattle, WA

Job Description

A leading independent global investment management firm is seeking a Client Services Associate for a hybrid role in either New York or Seattle. 6 month contract with likely extension and/or potential to convert to full time.

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

Job Tags

Full time, Contract work,

Similar Jobs

CRH

Construction Asphalt Roller Operator, Union Job at CRH

 ...asphalt, aggregates, cement, ready-mix concrete, and paving and construction services in North America. Our 24,100 employees at 1,300...  ...criminal background check. Able to work various times during day, night or weekend hours as needed. Education/Experience High... 

Edwards Lifesciences

Senior Clinical Research Monitor Job at Edwards Lifesciences

 .... In close partnership with principal investigators, dedicated medical professionals, patient advocacy groups, and regulatory authorities...  ...journey.We are searching for a **Senior Clinical Research Monitor** to join Edwards Transcatheter Pulmonic Field Monitoring team.... 

Medical College of Wisconsin

Clinical Research Laboratory Assistant III Job at Medical College of Wisconsin

 ...preparation, processing, and shipment of clinical trial-related labs, biopsies, and...  ...responsibilities as needed to support clinical research studies.Primary FunctionsPrepare blood...  ...and ship as required by study sponsor.Assist study teams with collection, processing,... 

Kaiser Permanente

Echo Tech Sonographer I -On Call Job at Kaiser Permanente

 ...direction of the Imaging Services and/or Specialty clinic (in which ultrasound is provided) Director, Manager and Chief of Radiology/...  ...utilizing efficient and safe processes. A Dedicated Specialty Sonographer is defined as a Sonographer I or II, registered in one or two... 

Teach Oklahoma

25-26 Head Football Coach Job at Teach Oklahoma

Position Areas Coach/Trainer Description Care and Prevention