Demo

Direct Client Role//Client Service Associate

SoftSages Technology
Seattle, WA Contractor
POSTED ON 3/14/2025
AVAILABLE BEFORE 4/14/2025
Dear Mohd,

We are delighted to reach out to you on behalf of SoftSages Technology, a rapidly expanding IT and staffing company headquartered in Malvern, PA. We take immense pride in serving critical clients across various sectors, including federal, commercial, and healthcare industries. Our commitment to excellence extends beyond just our clients, as we firmly believe that our consultants are equally vital to our success.

We are currently seeking dynamic individuals like yourself to join our diverse and inclusive team. At SoftSages, we foster an environment that promotes diversity, inclusion, and equality, valuing the unique perspectives and experiences each team member brings. As a part of our team, you will have the opportunity to work on exciting projects that drive innovation and make a positive impact.

Attached, you will find a job description for a position that aligns perfectly with your skills and expertise. If you are passionate about contributing to a vibrant, collaborative, and forward-thinking work culture, we invite you to explore this opportunity further.

Client Service Associate

Hybrid at NY/Seattle for 3days

Invesco

The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. 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.

Job Description

  • Responsible for new account set up, change requests, & processing cash raises across RIA & BD 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.

Shawn Wood

shawn@softsages.com

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