Client Service Associate (Hybrid - NYC/Seattle)

Responsibilities

• Process new account setups, account maintenance requests, and cash transactions for RIA and 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
• 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

Qualifications

• Experience processing new account openings, account maintenance, or investment operations transactions
• Experience supporting RIA and 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