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Client Service Associate
Phaxis • Seattle, WA 98127 • Posted today via LinkedIn
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In-person • Full-time • Contract • Junior Level
Job Highlights
Using AI ⚡ to summarize the original job post
We are seeking a motivated Client Service Associate to join our dynamic team at Phaxis. 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. This is a contract role focused on managing new account setup, handling change requests, and processing cash raises for RIA and client accounts, engaging with various client types, and providing high-touch, white-glove service through timely and professional client communications.
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.
Qualifications
Required
- 2+ years of client service experience within financial services or brokerage
- Great client service and interpersonal skills
- Excellent communication skills
About Phaxis
Phaxis is a top tech recruiting and staffing agency based in New York, NY. They specialize in temporary, temp-to-hire, consulting, and full-time placements across various industries including IT, financial services, and healthcare. With over 20 years of experience, Phaxis is dedicated to connecting great talent with great organizations, providing exceptional recruitment services to help individuals achieve their career goals.
Full Job Description
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
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