Investment Operations Associate

Job Title: Client Service AssociateLocation: New York, NY or Seattle, WAContract length: 3 monthsSchedule: Onsite 3-4 days per week, full-timePay: $40 to $45/hr, DOEKey Responsibilities:Responsible for new account setup, change requests, & processing cash raises across RIA & BD clientsWork with client types including direct/retail investors, broker-dealer platforms, institutions and advisorsSupport client communication via team email to provide white-glove service for all channelsWork Experience/Knowledge:3+ years of directly applicable experience, with experience at an RIA or Broker DealerUnderstand separately managed account structure