Job Information
Coldstream Wealth Management Client Service Associate in Bellevue, Washington
Job Descriptions:
If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our Centralized Client Services Team! As a Client Service Associate with a centralized team, you will learn the Registered Investment Advisor industry from the ground up, be included in a number of firmwide initiatives, and have multiple career paths to choose from.
Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle). We have a hybrid work environment (in office two days a week) and work 7:00am - 4:00pm minus lunch daily.
Specific responsibilities include:
Work tasks assigned to the Centralized Client Service task queue supporting all 10 of our wealth management teams:
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.
Collaborating with other new CSAs and the CCS team to support training needs and projects across wealth management teams.
Ad hoc project support for the CCS team including firm initiatives and onboarding new merger partners.
Required Experience:
We are looking for a candidate who has:
Customer service experience and the desire to provide superior client service in a team-oriented environment
A Bachelor’s degree (finance or related focus is preferred)
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 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
Keyword: Client Service Associate
From: Coldstream Wealth Management