Client Service Associate - Separately Managed Accounts

VARITE is looking for qualified Client Service Associate in New York, NY. WHAT THE CLIENT DOES?A global investment management firm that offers a wide range of investment solutions, including mutual funds, exchange-traded funds (ETFs), private equity, and real estate investment products. WHAT WE DO?Established in the Year 2000, VARITE is an award-winning minority business enterprise providing global consulting & staffing services to Fortune 1000 companies and government agencies. With 850+ global consultants, VARITE is committed to delivering excellence to its customers by leveraging its global experience and expertise in providing comprehensive scientific, engineering, technical, and non-technical staff augmentation and talent acquisition services. Job Title: Client Service AssociateLocation: New York, NY (Onsite in New York City office 4 days/week. Open to candidates in Seattle but NYC is preferred.)Contract Duration: 3 months (Possible Extension)Pay Rate Range: $40.00/hr. to $45.00/hr. on W2Work Authorization: Only USC or GC HERE’S WHAT YOU’LL DOJob Purpose (Job Summary): The 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. Your Role: Client is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Key Responsibilities / Duties: Responsible for new account set up, change requests, & processing cash raises across RIA & Client clients. 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. Answer high level portfolio and strategy related questions. Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts) Contact custodians for service-related matters and custodian paperwork generation. Run client information in CRM (Salesforce) Assist in project execution for team initiatives. Ability to work across multiple partners and departments to ensure a seamless client experience. Maintain a client centric approach while balancing multiple internal and external requests. Work Experience / Knowledge: 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer Understand separately managed account structure Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Excellent communication and teamwork both internally and externally Organized and detail oriented BENEFITS: We offer a comprehensive benefits package designed to support the health, well-being, and financial security of our employees and their families. Eligible employees may receive: Health Insurance: Medical, dental, and vision coverage Retirement Plans: Participation in a company-sponsored retirement savings plan.Legal Service Plans: Offering access to attorneys for legal advice and representation. If this opportunity interests you, please respond by clicking on EasyApply. Know someone who would be perfect for this role? Refer to us and if they are hired, you could be eligible for our employee referral bonus! Help us grow our team with top talent from your network.VARITE is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.