Client Service Associate
Location: New York, New York
Country: United States
Category: Accounting & Finance
Workplace Location: Onsite
Employment Type: Contract
Posted Date: July 21, 2026
Job ID: 649988
Job Description
Job Title: Client Service Associate
Location: New York, NY or Seattle, WA
Contract length: 6 months
Schedule: Onsite 4 days per week, full-time
Pay: $25/hr to $30/hr, DOE
Job Overview:
The SMA 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 Responsibilities:
- Responsible for new account setup, change requests, & processing cash raises across RIA & BD clients
- Provide operational support and data entry in order to onboard client accounts and process ongoing activity
- 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
- 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)
Required Skillset:
- High attention to detail
- Organizational/Prioritization skills
- Communication skills, both written and verbal
EEO Statement
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process, and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org, or .jobs.
The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About The Planet Group
The Planet Group is a global professional services firm delivering strategic staffing and advisory solutions. We operate at the intersection of talent and transformation – connecting the right people with the right opportunities in the areas of technology, engineering, accounting & finance, digital marketing, and manufacturing.
As one of the largest staffing companies in the US, we operate with a global reach and a performance-first mindset. We partner with clients to move fast, stay agile, and drive measurable results – building high-impact teams that fuel transformation and growth.
