If you’re interested in starting a career in financial services, this is a great opportunity to join one of our wealth management teams as a Client Service Associate and learn the Registered Investment Advisor industry from the ground up. This position is located in the South Lake Union area of downtown Seattle. We have a hybrid work environment, so you will work in the office three days a week and from home the other two days.

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, Bellevue, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

• Coordinating the new client onboarding process, including opening brokerage accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, reconciling account information, and sending and receiving documents between clients, their advisors, and investment custodians
• 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 in advance
• Entering and maintaining client data and activity notes in our CRM system

We are looking for a candidate who has:

• Customer service experience and the desire to provide superior client service in a team-oriented, small-company environment
• A Bachelor’s degree (finance or business administration focus is preferred)
• 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 (core hours 7:00 AM to 4:00 PM, Monday through Friday)

Coldstream provides a team-oriented, supportive culture. We offer a full package to meet your needs:

• Competitive salary plus annual bonus and equity opportunity
• Fully-paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k) with 100% company match up to 4% of your annual pay
• Free parking or ORCA pass
• Ongoing career development, including 100% training/certification/licensing/dues reimbursement
• Generous paid time off plus 10 holidays and an extra paid day off each year to do volunteer work
• Annual wellness reimbursement

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.