Client Services Associate
: Job Details :

The Client Service team is part of a small boutique office of *** located in downtown Seattle. 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.

Job Description:

• Responsible for new account set up, change requests, & processing cash raises across RIA & Client 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

Additional Notes:

• Initial 3 months duration for now.
• Need someone onsite 3 days/week in Seattle or New York.