Client Service Associate (Hybrid - NYC/Seattle)

Our Customer is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. They manage $1,198.7 billion in assets on behalf of clients worldwide with the help of over 8,000 highly engaged and motivated employees focused on client needs. The firm actively encourages collaboration to find the best ideas and solutions for clients, leveraging the diversity of thought across their global organization.

About the role

We are seeking a Client Service Associate on a contract basis to support our Customer’s business needs. This role is hybrid (4 days on-site and 1 day remote per week) in NYC or Seattle. Successful candidates will have experience working in a collaborative environment for a financial services, RIA, or Broker-Dealer firm and a passion for delivering outstanding client service.

Responsibilities

• Process new account setups, account maintenance requests, and cash transactions for RIA and Broker-Dealer (BD) clients
• Provide operational support and data entry for client onboarding and ongoing account servicing
• Process account changes, withdrawals, and "do not transact" status updates
• Review and process client paperwork and supporting documentation
• Monitor reconciliation items, including delinked accounts, negative cash accounts, and new account exceptions
• Communicate with custodians to resolve service-related matters and obtain required documentation
• Maintain accurate client records and account information within Salesforce CRM
• Support internal service requests through shared team email and operational workflows
• Review account activity to ensure completeness, accuracy, and compliance with internal procedures
• Collaborate with internal teams to ensure timely and accurate transaction processing
• Prioritize multiple administrative and operational tasks while meeting service level expectations
• Identify operational issues and escalate exceptions when appropriate
• Support operational excellence initiatives and continuous process improvement efforts

Requirements

• Experience processing new account openings, account maintenance, or investment operations transactions
• Experience supporting Registered Investment Advisor (RIA) and Broker-Dealer (BD) accounts
• Experience with operational support, transaction processing, and data entry
• Experience using Salesforce CRM or similar customer relationship management systems
• Experience working with custodians and investment account documentation
• Strong attention to detail and accuracy
• Excellent organizational and prioritization skills
• Strong written and verbal communication skills
• Ability to manage high-volume transactional and administrative workloads
• Ability to work independently while collaborating effectively with internal teams
• Strong problem-solving skills and commitment to operational excellence

Benefits

• Medical, Dental, and Vision coverage
• 401k retirement plan

Contractor benefits are available through our third-party Employer of Record (available upon completion of a waiting period for eligible engagements).

Pay

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.