Client Service Associate jobs in United States
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Metasys Technologies · 1 week ago

Client Service Associate

positionSeattle, WA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$28.98/hr - $30/hr

Metasys Technologies is a company that partners with portfolio management, operations, trading, and distribution to deliver a best-in-class service experience. The Client Service Associate role involves supporting account activities, ensuring excellent client communication, and maintaining client information in CRM systems.

Information ServicesInformation TechnologyManagement ConsultingProfessional ServicesStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

New account setup; process change requests, cash raises, withdrawals, and do-not-transact updates across RIA and BD clients
Provide operational support and data entry for onboarding and ongoing account activity
Monitor platforms for additional or missing paperwork and follow up as needed
Review and resolve reconciliation items (delinked accounts, negative cash, new accounts)
Generate custodian paperwork and contact custodians for service-related matters
Support client communication via team email, primarily internal, delivering white-glove service
Maintain and update client information in CRM (Salesforce)
Work with client types including retail/direct investors, broker dealer platforms, institutions, and advisors

Qualification

Financial services experienceAttention to detailOrganizational skillsTask managementCommunication skills

Required

Experience in a financial services, RIA, or Broker Dealer environment
Strong operational focus with proven attention to detail (critical)
Excellent organizational and prioritization skills
Clear written and verbal communication skills
Comfortable with high-volume, transactional and administrative workloads
Ability to manage multiple tasks and ensure items do not fall through the cracks

Company

Metasys Technologies

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Metasys Technologies is a staffing company that provides recruitment assistance.
dateFounded in 2000
location
Duluth, Georgia, USA
people-size501-1000 employees
web-link
https://www.metasysinc.com/

H1B Sponsorship

Metasys Technologies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (2)
2021 (3)
2020 (3)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Arkview Capital
2022-08-01Private Equity

Leadership Team

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Romeen Sheth
CEO
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Recent News

Startland News
Tim Tebow to entrepreneurs: Embrace the heavy lift if you want to reap life’s real profits
2025-11-08
Metasys Technologies Announces a Strategic Investment From Arkview Capital
2022-08-03
PE HUB
Arkview invests in workforce management services provider Metasys Technologies
2022-08-02
Company data provided by crunchbase