Client Service Associate

Client Service Associate Location: New York, NY or Seattle, WA Schedule: Hybrid (4 days onsite / 1 day remote) Employment Type: Contract-to-Hire Potential About the Opportunity We are seeking a detail-oriented and highly organized Client Service Associate to join a growing investment management team. This role is ideal for professionals with experience in financial services, wealth management, RIA, broker-dealer, or investment operations environments who thrive in a fast-paced, process-driven setting. The Client Service Associate will play a critical role in supporting account onboarding, account maintenance, cash movement requests, and operational workflows. This position is primarily focused on transactional and administrative activities, partnering closely with internal teams to ensure