Client Service Associate
3 weeks ago
Client Service AssociateColdstream has a fantastic opportunity to join one of our wealth management teams As a Client Service Associate with a supportive and growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a CSA position.The Client Service Associate RoleThe Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific responsibilities include:Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requestsScheduling and organizing client meetings and proactively preparing meeting materials in advanceCoordinating the new client onboarding process:Opening brokerage accounts, establishing cashiering needs, setting up online reporting accessUpdating cost basis, tracking required minimum distributions, reconciling account informationSending and receiving documents to clients, their advisors, and investment custodiansEntering and maintaining client data and activity notes in our CRM systemRequired ExperienceAt least 1 year of experience working in finance or relevant internship; 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment; Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus; Exceptional communication skills, including grammar and punctuation; Strong organizational skills and the ability to follow established processes consistently; Excellent prioritization and task management skills; Outstanding reliability (the team's hours are 7 AM to 4 PM, Monday through Friday); A Bachelor's degree is preferred due to future career path requirements
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Client Service Associate
2 weeks ago
Portland, United States Portland Staffing Full timeClient Service Associate Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. Arnerich Massena was founded in 1991 and specialized in...
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Client Service Associate
4 weeks ago
Portland, United States Portland Staffing Full timeClient Service AssociateColdstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. Arnerich Massena was founded in 1991 and specialized in...
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Client Service Associate
2 weeks ago
Portland, United States Oregon Staffing Full timeClient Service Associate Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. Arnerich Massena was founded in 1991 and specialized in...
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Client Service Associate
2 weeks ago
Portland, United States Boly:Welch Full timeJoin to apply for the Client Service Associate role at Boly:Welch 5 days ago Be among the first 25 applicants Join to apply for the Client Service Associate role at Boly:Welch 3+ years of experience in a Client Service Associate or similar role Series 65 or 66 highly preferred Experience with Salesforce or similar CRM experience highly preferred Charles...
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Client Service Associate
2 weeks ago
Portland, United States ColdStream Inc Full timeJob Description Join to apply for the Client Service Associate role at Coldstream. If youre 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 supportive and growing team, you will learn the Registered Investment Advisor industry from...
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Senior Client Service Associate
2 weeks ago
Portland, United States Portland Staffing Full timeClient Service Associate Role Providing exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up...
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Senior Client Service Associate
3 weeks ago
Portland, United States Portland Staffing Full timeClient Service Associate RoleProviding exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and...
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Senior Client Service Associate
2 weeks ago
Portland, United States Oregon Staffing Full timeClient Service Associate Role Providing exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up...
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Senior Client Service Associate
1 week ago
Portland, United States ColdStream Inc Full timeProviding exceptional service to our clients starts with investing in exceptional people! If youre interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to...
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Senior Client Service Associate
1 week ago
Portland, OR, United States ColdStream Inc Full timeProviding exceptional service to our clients starts with investing in exceptional people! If youre interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to...
