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Coldstream · 1 hour ago

Client Service Associate

Bellevue, WA

Full-time

Hybrid

Entry Level

$60K/yr - $70K/yr

1+ years exp

Coldstream is an employee-owned, independently-operated wealth management firm that has been serving affluent families and businesses since 1996. As a Client Service Associate, you will serve as a liaison between clients and custodians, manage client information, and facilitate the new client onboarding process.

AdviceFinanceFinancial ServicesRisk ManagementWealth Management

Comp. & Benefits

Responsibilities

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

Qualification

Customer serviceMicrosoft OutlookMicrosoft WordMicrosoft ExcelSalesforce CRMTamarac portfolio accountingPrioritization skillsBachelor's degreeCommunication skillsOrganizational skills

Required

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