Metasys Technologies
Metasys Technologies

61 Metasys Technologies Jobs Hiring Near You

Client Service Associate

Seattle, WA · On-site

$16.50 - $22.75/hr

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national ...

Receptionist

Manhattan, NY · On-site

$17.25 - $22.75/hr

At least HS/GED Interview Process * 1 virtual and/or in-person interview Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to ...

New

Document Services Clerk

Houston, TX · On-site

$16.25 - $19.25/hr

Interview Process: * 1 virtual and/or 1 in-person interview Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color ...

Front Desk/Receptionist

San Diego, CA · On-site

$16 - $20.50/hr

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national ...

New

Hospitality & Receptionist

Seattle, WA · On-site

$18 - $23.75/hr

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national ...

Office Services Associate

Las Vegas, NV · On-site

$15.50 - $19.25/hr

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national ...

Mailroom Clerk

Seattle, WA · On-site

$18.25 - $22.50/hr

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national ...

Mailroom Clerk

Waltham, MA · On-site

$17.25 - $21.25/hr

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national ...

Showing results 21-40

Metasys Technologies Jobs Information

What makes Metasys Technologies an attractive place to work?

Metasys Technologies is a leading provider of building automation and energy management solutions, known for its expertise in creating intelligent and sustainable environments. The company fosters a collaborative and innovative work environment, where employees can engage in cutting-edge projects, share knowledge, and work together to drive business growth. By joining Metasys Technologies, individuals can contribute to shaping the future of building automation and energy management, while also developing their skills and expertise in a dynamic and supportive work setting.

What are the most popular titles at Metasys Technologies?

What are the most popular states for Metasys Technologies jobs?

What are the most popular job types at Metasys Technologies?

What are the most popular categories at Metasys Technologies?

Infographic showing various job openings at Metasys Technologies in the United States as of August 2026, with employment types broken down into 46% Full Time, and 54% Contract. Highlights an 76% Physical, and 24% Remote job distribution.

Client Service Associate

Metasys Technologies

Seattle, WA • On-site

$16.50 - $22.75/hr

Other

Posted 15 days ago


Job description

Client Service Associate

Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 days/week) 4+ Month Contract with potential to convert to full-time

About the Role

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 clients. We are looking for a Client Service Associate to support our growing business. This role is focused on transactional and administrative workload and is ideal for someone with experience in financial services, RIA, or Broker Dealer environments who is passionate about delivering outstanding client service.

Key Responsibilities
  • Responsible for new account setup, change requests, and processing cash raises across RIA and BD clients.
  • Provide operational support and data entry to onboard client accounts and process ongoing account activity.
  • Process transactional requests, including change requests, withdrawals, and "do not transact" status updates.
  • Review platforms to determine whether additional paperwork has been received and ensure required documentation is complete.
  • Work with client types including direct/retail investors, broker dealer platforms, institutions, and advisors.
  • Support client communication through the team email inbox to provide white-glove service across all channels.
  • Review and respond to reconciliation items, including delinked accounts, negative cash accounts, and new accounts.
  • Contact custodians for service-related matters and custodian paperwork generation.
  • Run client information in Salesforce CRM.
  • Perform administrative tasks to support daily operations.
  • Collaborate primarily with internal teams, with limited direct client interaction.
Required Skills & Qualifications
  • Experience working in a collaborative financial services, RIA, or Broker Dealer environment.
  • High attention to detail (critical).
  • Strong organizational and prioritization skills.
  • Ability to ensure tasks are completed accurately and nothing falls through the cracks.
  • Excellent written and verbal communication skills.
  • Strong operational excellence mindset.
  • Ability to manage multiple administrative and transactional tasks efficiently.
Team Structure
  • Team of 7 professionals, including 3 Associates.
  • Associates support Managers who are focused on client-facing relationship management and complex, project-oriented work.
  • The team is introducing a Senior Manager role to support continued growth.
Additional Information
  • Hybrid schedule with 4 days onsite per week.
  • Opportunity for conversion to a full-time position.
  • Candidates with demonstrated operational excellence are strongly preferred.

Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


Metasys Technologies logo

About Metasys Technologies

Sourced by ZipRecruiter

For nearly two decades, Metasys Technologies has built relationships with some of the most successful global organizations and have been recognized for our growth (Inc. 5000 Fastest Growing Private Companies in America), our commitment to diversity (National Minority Supplier Diversity Council Supplier of the Year), and our culture (Atlanta Business Chronicle Top Place to Work). Simply put, we are passionate about talent and want to help you achieve your goals. We believe that the best of work in the future will be completed in environments that think beyond systems and where people matter.

Industry

It services

Company size

201 - 500 Employees

Headquarters location

Atlanta, GA, US

Year founded

2000

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