Client Service Representative

2 weeks ago


Seattle, Washington, United States Phaxis Full time
Client Service Associate

We are seeking a highly motivated and experienced Client Service Associate to join our dynamic team at Phaxis. The ideal candidate will have a passion for delivering exceptional client service in a team-oriented environment and a strong background in financial services.

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 & Qualifications:

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


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