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Client Service Associate

Seattle, WA 98121

Posted: 07/21/2026 Employment Type: Contract Industry: Financial Services Job Number: 18010 Field of Expertise: Customer Support 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 role in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week.

Job Description Summary
The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all clients. 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.
Responsibilities
  • 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
Pay Rate- $28.00- $30.00/ hour
 

Meet Your Recruiter

Danielle Potschantek
Senior Recruiting Consultant

Danielle joins Corps Team as a Senior Recruiting Consultant with over 20 years of Human Resource and Recruiting experience both on the staffing side and the corporate side. Danielle has experience managing the full recruitment lifecycle and developing efficient procedures to identify high-quality candidates. She has recruited for all levels in the organization and across multiple industries including technology, software, consulting, finance, and medical technologies.

Danielle is passionate about building strong relationships with her clients and matching high-caliber candidates to their open positions. Danielle is a member of SHRM and is a certified trainer in behavioral-based interviewing. She holds a Bachelor's degree from William Paterson University in Elementary Education and a Master’s degree from Fordham University in Human Resources Education.

Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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