Senior Client Service Associate

2 months ago

Mercer Island, United States Coldstream Capital Management Full time

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 www.coldstream.com.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 systemExperience and Skills3 - 5+ years of client service experience in the wealth management industry and an interest in building a career in wealth managementA 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 monthsProficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plusExcellent communication skills, including proper grammar and punctuationStrong organizational skills and the ability to follow established processes consistentlyStrong prioritization skills and the ability to manage multiple tasks independentlyExcellent reliability (the team's hours are 8 AM to 5 PM, Monday through Friday)Job BenefitsIn 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:Pay: Competitive base pay plus annual bonusBenefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance401(k): 100% company match up to 4% of your annual payStock: Opportunity to purchase equity and become an owner of the firmPaid 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 workCareer development: 100% training/certification/licensing/dues reimbursement and mentoring programParking: heavily subsidized parking or free transit passWellness reimbursementColdstream 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.

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