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VARITE INC · 10 hours ago

Client Service Associate - Investment Portfolio Management

Seattle, WA

Full-time

Hybrid

New Grad, Entry Level

$25/hr - $30/hr

VARITE is a global investment management firm seeking a qualified Client Service Associate. This role involves partnering with the portfolio management team to provide exceptional service to clients, including account setup and operational support.

Information Technology & Services

Growth Opportunities

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

Client service experienceOperational supportCRM (Salesforce)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

VARITE INC

Glassdoor3.7

VARITE has a definite spirit.

Founded in 2000

San Jose, California, US

1001-5000 employees

http://www.varite.com

Funding

Current Stage

Late Stage

Leadership Team

Adarsh Katyal

President & CEO

Sue Patel Arora

Vice President Of Strategic Partnerships

Company data provided by crunchbase