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Client Service Associate

2 months ago

Seattle, United States Phaxis Full time

We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment.


PLEASE NOTE: this is a contract role


Key Responsibilities:

  • Manage new account setup, handle change requests, and process cash raises for RIA and client accounts.
  • Engage with various client types, including direct/retail investors, broker-dealer platforms, institutional clients, and advisors.
  • Provide high-touch, white-glove service through timely and professional client communications, primarily via email.


Your Skills & Experience:

  • 2+ years of client service experience within financial services or brokerage
  • Great client service and interpersonal skills
  • Excellent communication skills