What are the responsibilities and job description for the Client Service Associate position at Coldstream Wealth Management?
If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.
This position is located on the edge of downtown Bellevue. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays, Wednesdays and Thursdays with the ability to work from home Mondays and Fridays.
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 Bellevue, Seattle, Mercer Island, 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 in advance
Coordinating the new client onboarding process:
Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
Updating cost basis, tracking required minimum distributions, reconciling account information
Sending and receiving documents to clients, their advisors, and investment custodians
Entering and maintaining client data and activity notes in our CRM system
1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
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 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
A Bachelor's degree is preferred due to future career path requirements
Benefits:
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package.
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
Pay: Competitive base salary plus annual bonus
Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 4% of your annual pay
Stock: Opportunity to purchase equity and become an owner of the firm
Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
Parking: heavily subsidized parking (you pay $36 per month) or transit pass
Wellness reimbursement
Paid Parental leave: 12 weeks paid for all new parents
Paid sabbaticals every 10 years and anniversary bonuses every 5 years
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.
Salary : $60,000 - $70,000