- 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
- 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)
- 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: heavily subsidized parking or free transit pass
- Wellness reimbursement
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Senior Client Service Associate - Mercer Island, United States - Coldstream Wealth Management
2 weeks ago
Description
Job Description
Job DescriptionAre 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
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 $65k - $80k 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.
