Jobility Talent Solutions ยท 1 day ago
Account Operations - SMA Services
Seattle, WA
Full-time
Hybrid
New Grad, Entry Level
$30/hr - $30/hrJobility Talent Solutions is seeking a Client Service Associate to join their SMA Client Service team. The role focuses on transactional and administrative tasks to support the portfolio management team and ensure a high-quality service experience for clients.
Staffing & Recruiting
Hiring Manager
Ngaopunii Khana
Responsibilities
Responsible for new account set up, change requests, & processing cash raises across RIA & Client 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 to 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
High attention to detail
Organizational/Prioritization skills
Communication Skills, both written and verbal
Experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm
Passion for delivering outstanding client service
Company
Jobility Talent Solutions
Jobility Talent Solutions is a Software Development and Consulting Services company that has been providing services since 1998.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ravinder Sonia Cheema
Co-Founder
Recent News
2025-09-01
The Guardian Nigeria News - Nigeria and World News
2025-08-26
Company data provided by crunchbase