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Job Descriptions:

Are you looking for an opportunity to assist wealth management teams with projects, training resources, and Salesforce (CRM) enhancements? A behind-the-scenes position creating efficiencies and lending support to client-facing team members? If so, our Centralized Client Service Specialist position may be the perfect fit for you!

Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle). We have a hybrid work environment (in office two days a week, unless there are meetings that require us to come in additional days) and work 7:00am - 4:00pm minus lunch daily.

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. For more on Coldstream, please visit www.coldstream.com.

The CCS Specialist reports to the Director of Client Service.

Specific responsibilities include:

+ Assist with onboarding and training new team members in software programs managed by CCS, including Salesforce, Calendly, DocuSign, Fidelity’s Wealthscape, Schwab Advisor Center, and Sharefile

+ Recommend and implement best practices regarding systems and processes to maximize efficiency and consistency, reduce errors, and maintain high quality of information

+ Facilitate CCS team meetings and cross-departmental meetings, including drafting agendas and creating and presenting PowerPoint presentations

+ Collaborate with other departments to complete projects that impact the larger client service group across our 11 wealth management teams, such as:

+ Investigating and documenting custodian updates and technology enhancements

+ Updating CRM processes

+ Documenting best practices

+ Creating and distributing training materials in writing, video, or live meetings

+ Assist with the administrative aspects of alternative investments

+ Serve as subject matter expert regarding client service processes and best practices, including answering ongoing questions, troubleshooting, resolving issues, providing guidance regarding complex scenarios, and ensuring consistency across all wealth management teams

Required Experience:

+ 2+ years of client service experience in the wealth management industry (preferably in an RIA)

+ Experience with Salesforce CRM and/or Tamarac is strongly preferred; Fidelity and/or Schwab experience is a plus

+ A Bachelor’s degree

+ Excellent communication, facilitation, and organizational skills

+ Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint

+ Excel proficiency to include pivot tables, lookups, and conditional formulas; experience with data cleaning and analysis is a plus at hire but will be expected within 6 months.

+ Microsoft Office Specialist: Excel (Associate/Expert) is valued but not required at hire; we encourage and support pursuit of this certification and will require it within 12 months (or equivalent in-house Excel training)

+ Experience with Salesforce CRM and/or Tamarac is strongly preferred; Fidelity and/or Schwab experience is a plus

+ Preferred Salesforce experience includes updating records, running reports, and building dashboards; familiarity with data quality best practices is a plus.

+ Within 3 months, you will be expected to achieve "Adventurer" Rank in Salesforce

+ Salesforce Administrator certification is valued but not required at hire; this will be expected within 18 months (or demonstrate equivalent hands-on experience by building reports, dashboards, and maintaining data quality in Salesforce)

Keyword: Centralized Client Service Associate

From: Coldstream Wealth Management