VARITE INC ยท 1 day ago
Client Service Associate
Seattle, WA
Full-time
Hybrid
New Grad, Entry Level
$25/hr - $30/hrVARITE INC is a company seeking a Client Service Associate to join their SMA Client Service team. This role involves providing operational support, onboarding client accounts, and ensuring a high-quality service experience for clients in the financial services sector.
Information Technology & Services
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 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
VARITE INC
VARITE has a definite spirit.
Founded in 2000
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Adarsh Katyal
President & CEO
Sue Patel Arora
Vice President Of Strategic Partnerships
Company data provided by crunchbase