Client Service Associate
1 month ago
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 growing 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 with 2-3 days per week in office; this team is currently in office Tuesday and Thursday.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 materialsCoordinating 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 SkillsCustomer service experience and the desire to provide superior client service in a team-oriented environmentA Bachelor's degree (finance or related focus is preferred)Interest in building a career in the wealth management industryProficiency 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 writing business correspondence with 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 7 AM to 4 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 $60k - $70k 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 transit passWellness reimbursementPaid sabbaticals and anniversary bonusesColdstream 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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PWM Client Services Associate
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Seattle, United States U.S. Bancorp Full timePrivate Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority a Client Service, Associate, Retail, Banking, Client, Skills
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Seattle, United States Kennedy Jenks Consultants Full timeFounded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds...
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Seattle, Washington, United States Darwin's Natural Pet Products Full timeWe are seeking a Client Care Associate to join our team at Darwin's Natural Pet Products. As a Client Care Associate, you will be responsible for delivering exceptional customer service to our clients, responding to customer inquiries via phone and email, and resolving customer issues.You will work in a comfortable, dog-friendly office with the potential...
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Client Services Coordinator
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Seattle, United States LIFELONG HEALTH FOR ALL Full timeJob DetailsJob LocationPike Pike - Seattle, WASalary Range$22.08 - $33.77 HourlyDescriptionJob Summary:The Client Services Coordinator is central to the workflow and service delivery for our clients, community partners, vendors, and public. This position is the front-line customer service for all individuals accessing our Lifelong office and will assist with...
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Client Service Director
3 weeks ago
Seattle, United States Kennedy Jenks Consultants Full timeFounded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds...
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Client Services Coordinator
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