Client Service Associate

About the role

Join one of Coldstream’s established wealth management teams as a Client Service Associate. You’ll support clients and day-to-day operations while gaining hands-on experience in the Registered Investment Advisor industry. This is an opportunity for someone with professional office experience to develop skills, take on new responsibilities, and build a long-term career in wealth management. The position is located in our South Lake Union office with a hybrid work schedule: in-office Tuesdays and Wednesdays, and remote the remaining days (7:00am - 4:00pm).

Coldstream is an employee-owned, independently-operated wealth management firm serving affluent families and businesses since 1996. We provide a holistic approach to planning, unparalleled advice, and exceptional service. Our offices are located in Seattle, Bellevue, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska.

Responsibilities

• Serve as a liaison between clients and custodians/investment managers, managing client information and handling cashiering and money movement requests.
• Schedule and organize client meetings, proactively preparing meeting materials in advance.
• Coordinate the new client onboarding process, including:
  • Opening brokerage accounts and establishing cashiering needs.
  • Setting up online reporting access.
  • Updating cost basis, tracking required minimum distributions, and reconciling account information.
  • Sending and receiving documents to clients, their advisors, and investment custodians.
• Enter and maintain client data and activity notes in our CRM system.

Requirements

• 1-3 years of customer service experience with a desire to provide superior client service in a team-oriented environment (finance experience 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

• Competitive base salary starting between $60k - $70k plus an annual bonus.
• Fully paid premiums for medical, dental, and vision insurance.
• Short-term and long-term disability, and life insurance.
• 401(k) with 100% company match up to 4% of annual pay.
• 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 annually for volunteer work.
• 100% reimbursement for training, certification, licensing, and dues, plus a formal mentoring program.
• Heavily subsidized parking ($36 per month) or transit pass.
• Wellness reimbursement.
• Paid parental leave: 12 weeks for all new parents.
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years.