Corps Team
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Caren Cohen
Client Service Associate
Posted: 05/30/2025
2025-05-30
2025-07-14
Employment Type:
Contract
Industry: Financial Services
Job Number: 17477
Field of Expertise: Administrative
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6+ month contract in either Seattle, Washington or New York City, New York. This position is hybrid with 2 days on site, and 3 days remote.
Job Description Summary
The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
You will be responsible for:
Skillset required:
Job Description Summary
The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
You will be responsible for:
- 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)
Skillset required:
- High attention to detail
- Organizational/Prioritization skills
- Communication Skills both written and verbal
Meet Your Recruiter
Caren Cohen
Recruiting Consultant
Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.
A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.
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