Job Information
Coldstream Wealth Management Senior Client Service Associate in Mercer Island, Washington
Job Descriptions:
Are you looking for an opportunity to advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple Wealth Managers (financial advisors) and high net worth clients and will have multiple career paths to choose from.
This position is located on Mercer Island; however, we have a flexible hybrid work environment (in office Tuesdays and Thursdays with the option to work remotely or in office the remaining 3 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, Mercer Island, Bellevue, 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
Required Experience:
3 - 5+ years of client service experience in the wealth management industry and an interest in building a career in wealth management
A Bachelor’s degree (finance or business administration focus is preferred)
FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6 months
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 (the team’s hours are 8 AM to 5 PM, Monday through Friday)
Keyword: Senior Client Service Associate
From: Coldstream Wealth Management