Centralized Client Service Manager

1 week ago

Bellevue, United States Coldstream Capital Management Full time
Job Description
Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you

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.

The Centralized Client Service Manager reports to the Director of Client Service. Specific responsibilities include:
  • Onboard and train all new client service team members in Client Service Associate tasks
  • Provide Salesforce training to all new team members who will be using the CRM
  • Assist the Director in assessing the effectiveness of our current training curriculum and delivery methods; suggest and implement potential improvements
  • Manage, coach, mentor, and/or develop Client Service Associates and summer interns
  • Oversee the Centralized Client Service task queue, including utilizing tasks to train new CSAs and completing or assigning tasks to ensure quick, accurate, exceptional client service
  • Facilitate CCS team meetings and cross-departmental meetings, including drafting agendas and creating and presenting PowerPoint presentations
  • Collaborate with other departments to complete projects that impact the larger client service group across all wealth management teams, such as:
    • Investigating and documenting custodian updates and technology enhancements
    • Updating CRM processes
    • Documenting best practices
    • Creating and distributing training materials in writing, video, or live meetings
  • Assist with the administrative aspects of alternative investments
  • Serve as subject matter expert regarding client service processes and best practices, including answering ongoing questions, troubleshooting, resolving issues, providing guidance regarding complex scenarios, and ensuring consistency across all wealth management teams
Experience and Skills
We are looking for a candidate who has:
  • 5+ years of client service experience in the wealth management industry (preferably in an RIA)
  • Supervisory experience is preferred
  • Experience with Fidelity and/or Schwab strongly preferred; Salesforce CRM and/or Tamarac is a plus
  • Series 65 and the FPQP or first module of the CFP are preferred (or willingness to get them within the first 2 years of employment)
  • A Bachelor's degree
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Excellent communication, leadership, and organizational skills
Job Benefits
Benefits

As a 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:
  • 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: 16-26 days per year plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/education reimbursement, plus documented career paths and a formal mentoring program
  • Parking: heavily subsidized parking or free transit pass
  • Wellness reimbursement

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 28 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 Portland, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.

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 $85,000 to $105,00 annualized plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience.

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.

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you!Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Centralized Client Service Manager

    3 weeks ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for an opportunity to utilize your years of client service experience in wealth management to help new associates learn and develop? If so, our Centralized Client Service Manager position may be the perfect fit for you! Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices...

  • Client Services Program Manager-Lynnwood

    2 weeks ago

    Bellevue, United States Redwood Family Care Network Full time

    Job DescriptionJob DescriptionJob Title: Client Services Program Manager- LynnwoodAnnual Rate: $67,725 AnnuallySchedule: M-F from 10:00 AM - 6:00 PMJob Status: Full time.Location: Lynnwood, WA Are you passionate about making a meaningful difference in the lives of individuals with disabilities? The SAILS Group is seeking a dynamic Client Services Program...

  • Client Service Associate

    4 weeks ago

    Bellevue, Washington, United States Coldstream Capital Management Full time

    Job DescriptionColdstream Capital Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Key Responsibilities:Exceptional Service: Anticipate client needs, address concerns, and...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Client Service Associate

    2 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...

  • Client Service Representative

    1 month ago

    Bellevue, Washington, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the operational...

  • Client Service Associate

    4 weeks ago

    Bellevue, Washington, United States gpac Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at GPAC. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and communications, providing timely and professional...

  • Client Service Associate

    2 months ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service Associate Reports to: COO Benefits: Yes Status: Full-time (Exempt) Date: Fall 2024 Job Summary Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients,...

  • Client Service Associate

    2 months ago

    Bellevue, United States Tschetter Group Full time

    Position Description Title: Client Service AssociateReports to: COOBenefits: YesStatus: Full-time (Exempt)Date: Fall 2024Job SummaryTschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Often the front-line contact for clients, this...

  • Client Service Coordinator

    2 weeks ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Client Services Associate

    1 month ago

    Bellevue, United States SPS North America Inc Full time

    Job Title: Mailroom Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Senior Client Service Associate

    3 months ago

    Bellevue, United States Coldstream Capital Management Full time

    Job Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients...

  • Client Service Coordinator

    2 weeks ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Client Service Coordinator

    1 week ago

    Bellevue, United States Clark Nuber Full time

    Are you a proactive professional that excels in budget management, meticulous planning, and diligent monitoring of projects to ensure compliance with quality standards and timely completion? If you thrive in a team environment, engaging directly with clients and are seeking a role where your contributions are valued, consider joining Clark Nuber as our new...

  • Client Services Administrator

    3 weeks ago

    Bellevue, United States Thrivent Financial Full time

    SummaryThis position provides administrative support to Legacy West Financial Consultants. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and...

  • Client Services Associate

    1 month ago

    Bellevue, United States SPS North America Inc Full time

    Job Title: Mailroom AssociateReports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Services Administrator

    3 weeks ago

    Bellevue, United States Thrivent Financial Full time

    Summary This position provides administrative support to Legacy West Financial Consultants. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and...

  • Senior Client Service Associate

    1 month ago

    Bellevue, United States Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of the largest independent advisor franchisee at Ameriprise Financial. Assist in daily business operations.Assist financial advisors in managing and organizing office workflow with an emphasis on creating and...

  • Clinic RN

    3 weeks ago

    Bellevue, United States Providence Service Full time

    Description The Registered Nurse (RN) position is responsible for providing professional nursing care for clinic patients following established standards and practices. Assists providers and staff in coordinating patient care and acts as a patient education resource. Functions as primary liaison between patients and providers. Key functions and specific...