Corps Team ยท 1 week ago
Client Services Associate
Seattle, WA
Contract
Hybrid
New Grad, Entry Level
$28/hr - $30/hrCorps Team is a leading independent investment management firm, seeking an experienced Client Service Associate for a 5+ month contract. The role involves providing best-in-class service to clients and collaborating with various teams to ensure smooth onboarding and ongoing account management.
ConsultingHuman ResourcesInformation TechnologyStaffing Agency
Hiring Manager
Kirsten Poirier (Overlee)
Responsibilities
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)
Qualification
Required
Experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm
Passion for delivering outstanding client service
High attention to detail
Organizational/Prioritization skills
Communication Skills both written and verbal
Company
Corps Team
Corps Team is a nationwide, Professional Recruiting, IT Recruiting and Executive Search Firm.
Founded in 2005
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Allison O'Kelly
CEO and Founder
Company data provided by crunchbase