Client Service Associate

$60,000 - $70,000/Yr

Coldstream Wealth Management - Seattle, WA

Full-time - Entry Level

Hybrid - Seattle, WA

About the position

The Client Service Associate position at Coldstream Wealth Management offers an excellent opportunity for individuals looking to start a career in financial services. This role involves learning the Registered Investment Advisor industry while providing exceptional service to clients. The position is based in a flexible hybrid work environment, allowing for a mix of in-office and remote work, and is part of a supportive team dedicated to building long-term relationships with clients.

Responsibilities

• Serving as a liaison between clients and custodians/investment managers, managing client information and handling cashiering and money movement requests.
• Scheduling and organizing client meetings and proactively preparing meeting materials.
• Coordinating the new client onboarding process, including opening brokerage accounts and establishing cashiering needs.
• Updating cost basis, tracking required minimum distributions, and reconciling account information.
• Sending and receiving documents to clients, their advisors, and investment custodians.
• Entering and maintaining client data and activity notes in the CRM system.

Requirements

• Customer service experience and a desire to provide superior client service in a team-oriented environment.
• A Bachelor's degree, preferably in finance or a related field.
• Interest in building a career in the wealth management industry.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM 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, with the team's hours being 7 AM to 4 PM, Monday through Friday.

Nice-to-haves

• Experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems).

Benefits

• Fully paid premiums for medical/dental/vision insurance.
• Short-term and long-term disability insurance.
• Life insurance coverage.
• 401(k) with 100% company match up to 4% of annual pay.
• Opportunity to purchase equity and become an owner of the firm.
• Starting at 16 days of paid time off per year, increasing with tenure, plus 10 holidays and an extra paid day off for volunteer work.
• 100% reimbursement for training, certification, licensing, and dues, along with a mentoring program.
• Heavily subsidized parking or transit pass.
• Wellness reimbursement.
• Paid sabbaticals and anniversary bonuses.