- 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
- Customer service experience and the desire to provide superior client service in a team-oriented, small-company environment
- A Bachelor's degree (finance or business administration 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
- Excellent reliability (the team's hours are 7 AM to 4 PM, Monday through Friday)
- Pay: Competitive base pay 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 16 days per year, then increasing 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 and mentoring program
- Parking: free parking or transit pass
- Wellness reimbursement
-
Client Service Associate
4 weeks ago
Vaco Seattle, United StatesClient Service Associate · A Unique Opportunity with an award-winning independent RIA with an amazing culture and national footprint. Our client is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago ...
-
Client Service Associate
2 weeks ago
Morgan Stanley Seattle, United StatesClient Service Associate Job Number: · Posting Date · :May 21, 2024 Primary Location · :Americas-United States of America-Washington-Seattle Job · :Wealth ManagementEmployment Type:Full TimeJob Level:Non-Exempt Description POSITION SUMMARY · Client Service Associates ...
-
Seasonal Merchandising Service Associate
1 day ago
Lowe's Companies Seattle, United States Full timeWhat You Will Do · All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: · Being friendly and professional, and engaging v ...
-
Lead Service Associate
16 hours ago
The Bartell Drug Company Seattle, United StatesLocation field must contain 'city, state' or a zip code to perform a radius search (e.g., · Denver, CO · or · City and state must be separated by a comma followed by a space (e.g., · Houston, TX ) · The Bartell Drug Company · Lead Service Associate - JR035194 · in · West S ...
-
Patient Services Associate
16 hours ago
Pediatrix Seattle, United StatesOverview · We invite you to grow with us and help shape the future of health care · Pediatric Cardiology of Puget Sound (formerly NorthWest Congenital Heart Care), (an affiliate of Pediatrix Medical Group), the nation's largest provider of neonatal and maternal-fetal physician ...
-
ASSOCIATE SERVICE TECHNICIAN
2 weeks ago
California Hydronics Corp Seattle, United StatesJob Description · Job DescriptionFounded in the golden age of American industry in 1957, CHC has steadily positioned itself as a forerunner in the hydronic and HVAC solutions sector. With over six decades of persistent innovation and customer-focused evolution, CHC proudly stands ...
-
Donor Services Associate
2 weeks ago
Real Escape From The Sex Trade Seattle, United StatesJob Description · Job DescriptionREST has an opportunity for a mission-driven, people-first, team player to join us in creating pathways to freedom, safety, and hope for survivors of sex trafficking through our Development Team. · REST is a Seattle-area non-profit that is dedicat ...
-
Associate Patient Services Specialist
2 weeks ago
Providence Seattle, United States Full timeFacilitates incoming and outgoing communications for Pacific Medical Centers and clients of the Pacific Medical Centers; provides efficient, accurate and effective customer-focused communication services. Performs full patient registration at the time of the call. Schedules routi ...
-
Customer Service Associate
2 weeks ago
NxT Level Seattle, United StatesJob Description · Job DescriptionThe Customer Care Coordinator provides outreach and support to ensure all our client's Medicare members have access to the care they deserve. You will navigate their members through their health care and benefits, and connect the dots between thei ...
-
Cashier - Service Associate PT
1 week ago
Rite Aid Seattle, United StatesRite Aid Corp Bothell Way [Retail Associate / Team Member] As a Service Associate at Rite Aid Corp., you'll: Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints; Engage with customers ...
-
Service Associate
1 week ago
Stryker Seattle, United StatesHere, you will be a part of a dynamic and supportive team that provides solutions to our customers in their time of need. We are proud to be named one of the World's Best Workplaces and a Best Workplace for Diversity by Fortune Magazine Learn more a Solutions, Associate, Sales Re ...
-
Lead Client Services Associate
3 weeks ago
SPS North America Inc Seattle, United StatesJob DetailsLevelEntryJob LocationAZSEA 41 - Seattle, WAPosition TypeFull TimeSalary Range$24.00 HourlyJob CategoryCustomer ServiceDescriptionJob Title: Lead Client Services AssociateReports To: The Lead Client Services Associate will report to the Client Services Supervisor, Clie ...
-
centralized services Associate Director
1 week ago
University of Washington Seattle, United StatesAs a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem-solving skills and dedication to build stronger minds and a healthier world. · UW faculty and staff also ...
-
Service Associate
1 week ago
Stryker Seattle, United StatesWhy customer service at Stryker? · Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team, that is exactly what you will do Here, you will be a part of a dynamic and supp ...
-
Service Associate
3 days ago
Stryker Seattle, United StatesWhy customer service at Stryker? · Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team, that is exactly what you will do Here, you will be a part of a dynamic and supp ...
-
Service Associate
1 week ago
Stryker Seattle, United StatesWhy customer service at Stryker? · Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team, that is exactly what you will do Here, you will be a part of a dynamic and sup ...
-
Customer Service Sales Associate
3 weeks ago
Hertz Seattle, United StatesJob DescriptionWage: $ monthly commission $3,500 Sign on Bonus Paid out at $500 at 30 days, $1000 on 90days and $2000 on 180daysThe Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products a ...
-
Support Services Associate II
3 weeks ago
Seattle's Union Gospel Mission Seattle, United StatesJob DetailsJob LocationMens Shelter - Seattle, WAPosition TypeFull TimeEducation LevelHigh SchoolSalary Range$ $22.35 HourlyTravel PercentageNoneJob ShiftDayJob CategoryGeneral LaborDescriptionAs a Support Services Associate II, are you looking for a way to use your gift to help ...
-
Festival Filmmaker Services Associate
4 weeks ago
Tech9 Seattle, United StatesMission To create experiences that bring people together to discover extraordinary films from around the world. It is through the art of cinema that we foster a community that is more informed, aware, and alive. · Equity Values SIFF believes that valuing and promoting diversity ...
-
Support Services Associate II
4 weeks ago
Citygate Network Seattle, United StatesAre you looking for a way to use your gift to help others? Do you have a heart to come alongside others who are trying to improve their lives? Do you want to work for a company that's made it on the Best Christian Workplace 3 years in a row? If so, we want to talk with you. · As ...
Client Service Associate - Seattle, United States - Coldstream Wealth Management
Description
Job Description
Job DescriptionIf 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 well-rounded and energetic 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 in South Lake Union. We have a flexible hybrid work environment (in office Tuesdays and Wednesdays).
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
Specific responsibilities include:
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 $55k - $65k 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:
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.