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Client Service Associate

Seattle, WA 98121

Posted: 07/21/2026 Employment Type: Contract Job Number: 28920498

Job Description

Pay Rate
Up to $30.00
Job Description Summary
Join our SMA Client Service team, working alongside portfolio management, operations, trading, and distribution teams to deliver exceptional service. We seek a motivated individual with experience in financial services, RIA, or Broker Dealer firms who is passionate about client service excellence.
Responsibilities
  • Set up new accounts, handle change requests, and manage cash transactions for RIA and client accounts.
  • Provide operational support and data entry for client onboarding and ongoing account activities.
  • Engage with various client types including direct/retail investors, broker dealer platforms, institutions, and advisors.
  • Deliver premium client communication through team email across all service channels.
  • Address reconciliation issues such as delinked accounts, negative cash balances, and new accounts.
  • Coordinate with custodians for service issues and generate necessary paperwork.
  • Utilize CRM systems like Salesforce to manage client information.
Required Skills
  • Strong attention to detail.
  • Excellent organizational and prioritization abilities.
  • Proficient communication skills, both written and verbal.

Meet Your Recruiter

Ashley Maldonado

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About Seattle, WA

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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison