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Experienced Client Service Specialist

2 months ago

Mercer Island, Washington, United States Coldstream Capital Management Full time

Position Overview
Are you seeking to elevate your career in client service within the wealth management sector? As a Senior Client Service Associate at Coldstream Capital Management, you will provide essential support to multiple Wealth Managers and high net worth clients, with various career advancement opportunities available.

Work Environment
This role offers a flexible hybrid work model, allowing for in-office collaboration on designated days while providing the option to work remotely on others. Coldstream is an employee-owned, independent wealth management firm with a 26-year history of building trust with affluent families and businesses.

Core Responsibilities
Your primary duties will include:

  • Acting as a liaison between clients and custodians/investment managers, managing client information, and overseeing all cashiering and money movement requests.
  • Scheduling and organizing client meetings, while proactively preparing necessary materials in advance.
  • Coordinating the onboarding process for new clients, which involves:
    • Opening brokerage accounts and establishing cashiering needs.
    • Setting up online reporting access.
    • Updating cost basis and tracking required minimum distributions.
    • Reconciling account information.
  • Managing document exchanges with clients, their advisors, and investment custodians.
  • Entering and maintaining client data and activity notes in our CRM system.

Qualifications
The ideal candidate will possess:

  • A minimum of 5 years of client service experience in the wealth management industry, with a strong interest in furthering a career in this field.
  • A Bachelor's degree, preferably in finance or business administration.
  • FINRA Series 65 license is highly preferred, or the willingness to obtain it within six months.
  • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is advantageous.
  • Exceptional communication skills, with a focus on proper grammar and punctuation.
  • Strong organizational skills and the ability to consistently follow established processes.
  • Excellent prioritization skills and the capability to manage multiple tasks independently.
  • Dependability, with a commitment to the team's working hours.

Compensation and Benefits
We evaluate each candidate individually based on their experience and qualifications, offering competitive compensation that reflects their value to the team. Base pay typically ranges from $65k to $80k, complemented by an annual bonus and a generous benefits package.

Our Commitment
As a recognized workplace, we take pride in fostering a collaborative and supportive culture. Our comprehensive benefits package emphasizes the growth, health, and wellness of our team members, including:

  • Competitive base pay and annual bonuses.
  • Fully covered medical, dental, and vision premiums, along with short-term and long-term disability, and life insurance.
  • 401(k) plan with a 100% company match up to 4% of annual pay.
  • Opportunities for equity purchase and ownership in the firm.
  • Generous paid time off starting at 16 days per year, plus holidays and an additional paid day for volunteer work.
  • Comprehensive career development support, including training and certification reimbursement.
  • Subsidized parking or free transit passes.
  • Wellness reimbursement initiatives.

Diversity and Inclusion
Coldstream is dedicated to promoting inclusion and diversity within our workforce. We believe that a diverse team enhances our ability to serve our clients effectively. We value the unique perspectives and contributions of all team members, fostering an environment where everyone feels respected and empowered to excel.