Client Service Associate - Investment Portfolio Management

VARITE is looking for a qualified Client Service Associate in Seattle, WA.

A global investment management firm that offers a wide range of investment solutions, including mutual funds, exchange-traded funds (ETFs), private equity, and real estate investment products.

Established in the Year 2000, VARITE is an award-winning minority business enterprise providing global consulting & staffing services to Fortune 1000 companies and government agencies. With 850+ global consultants, VARITE is committed to delivering excellence to its customers by leveraging its global experience and expertise in providing comprehensive scientific, engineering, technical, and non-technical staff augmentation and talent acquisition services.

Job Title: Client Service Associate

Location: Seattle, WA – Hybrid onsite 4 days/week.

Contract Duration: 5 months – Potential to convert to full time.

Pay Rate Range: $25.00 - 30.00/hr. on W2

• 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 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.

• 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)

• High attention to detail
• Organizational/Prioritization skills
• Communication Skills both written and verbal

• Role focused on transactional and administrative workload - change requests, withdraws, do not transact status updates and some admin work.
• Looking through platforms and seeing if there is additional paperwork received.
• Not a lot of client contact - mostly internal.
• High attention to detail (critical), organizational skills and prioritization and making sure things don't fall through the cracks, and communication (verbal and written) skills will be important.
• Have associates and managers (focus on client facing and building relationships - complex workload and project oriented) and they are introducing a senior manager role.
• 7 altogether on the team with 3 associates.

If this opportunity interests you, please respond by clicking on Easy Apply.

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VARITE is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.