• Client Service Associate

    Coldstream Wealth Management (Seattle, WA)


    Job Descriptions:

    If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

     

    This position is located in South Lake Union. We have a flexible hybrid work environment with 2-3 days per week in office; this team is currently in office Tuesday and Thursday.

     

    Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

    Specific responsibilities include:

    + Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests

    + Scheduling and organizing client meetings and proactively preparing meeting materials

    + Coordinating the new client onboarding process:

    + Opening brokerage accounts, establishing cashiering needs, setting up online reporting access

    + Updating cost basis, tracking required minimum distributions, reconciling account information

    + Sending and receiving documents to clients, their advisors, and investment custodians

    + Entering and maintaining client data and activity notes in our CRM system

    Required Experience:

    We are looking for a candidate who has:

    + Customer service experience and the desire to provide superior client service in a team-oriented environment

    + A Bachelor’s degree (finance or related focus is preferred)

    + Interest in building a career in the wealth management industry

    + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus

    + Excellent communication skills, including writing business correspondence with proper grammar and punctuation

    + Strong organizational skills and the ability to follow established processes consistently

    + Strong prioritization skills and the ability to manage multiple tasks independently

    + Excellent reliability (the team’s hours are 7 AM to 4 PM, Monday through Friday)

     

    In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package.

     

    Keyword: Client Service Associate

     

    From: Coldstream Wealth Management