Client Services Associate
7 days ago
Direct Client Role
Client Service Associate
Seattle WA
Invesco
6 Months
4 days onsite
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 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.
Responsibilities- 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
- High attention to detail
- Organizational/Prioritization skills
- Communication skills both written and verbal
Shawn Wood
shawn@softsages.com
#J-18808-Ljbffr-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeJob Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeJob Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Client Service Associate
1 week ago
Seattle, WA, United States Raymond James Financial Services Full timeJob Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Client Service Associate
2 weeks ago
Seattle, WA, United States Raymond James Financial Services Full timeRegistered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
