• Client Service Associate

    Coldstream Wealth Management (Mercer Island, WA)


    Job Descriptions:

    If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate, 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 Mercer Island. We have a flexible hybrid work environment with 2 days per week in office; this team is currently in office Tuesdays and Thursdays.

     

    Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Mercer Island, Seattle, 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, and setting up online reporting access

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

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

    + Entering 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

    + 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 client emails 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 8 AM to 5 PM, Monday through Friday)

    + A Bachelor’s degree with a finance or related focus is strongly preferred

     

    Keyword: Client Service Associate

     

    From: Coldstream Wealth Management