Client Service Associate
About The Position
The Role: 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. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.
Requirements
- 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer
- Understand separately managed account structure
- Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Excellent communication and teamwork both internally and externally
- Organized and detail oriented
Responsibilities
- Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
- 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
- Answer high level portfolio and strategy related questions
- 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)
- Assist in project execution for team initiatives
- Ability to work across multiple partners and departments to ensure a seamless client experience
- Maintain a client centric approach while balancing multiple internal and external requests
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
