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Corps Team · 1 week ago

Client Services Associate

Seattle, WA

Contract

Hybrid

New Grad, Entry Level

$28/hr - $30/hr

Corps 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

Growth Opportunities

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

Client service experienceData entryCRM (Salesforce)High attention to detailOrganizational skillsCommunication skills

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

Marietta, Georgia, USA

51-200 employees

http://corpsteam.com

Funding

Current Stage

Growth Stage

Leadership Team

Allison O'Kelly

CEO and Founder

Company data provided by crunchbase