• Wealth Management Associate

    Coldstream Wealth Management (Bellevue, WA)


    Job Descriptions:

    Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

     

    As a Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support.

     

    We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00am - 4:00pm minus lunch.

    Specific responsibilities include:

    + Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.

    + Serving as a primary point of contact with clients

    + Partnering with custodians/investment managers

    + Overseeing the gathering of client information and managing data integrity

    + Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

    + Preparing meeting summaries

    + Creating and managing post-meeting action items

    + Wealth Planning: Assisting the team’s Wealth Managers in producing financial plans

    + Client Onboarding: Overseeing and coordinating the new client onboarding process

    + Serve as a Resource/Mentor for CSAs:

    + Delegating tasks to Client Service Associates

    + Handling overflow money movement requests when CSAs are busy or absent

    Required Experience:

    + 2+ years of client service experience in the wealth management industry

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

    + Series 65 license plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18 months (at Coldstream’s expense)

    + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management (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 tasks independently

    + Excellent reliability

     

    Keyword: Wealth Management Associate

     

    From: Coldstream Wealth Management