Financial Services Representative

6 days ago


Seattle, Washington, United States Coldstream Capital Management Full time
Coldstream Capital Management is a respected wealth management firm that offers a comprehensive approach to planning and focuses 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.

The base pay for this role typically starts between $60,000 - $70,000 plus an annual bonus and a generous benefits package. As a Wealth Management Associate, 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. You will be serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests.

Your key responsibilities will include scheduling and organizing client meetings and proactively preparing meeting materials. You will also coordinate the new client onboarding process, opening brokerage accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, reconciling account information, sending and receiving documents to clients, their advisors, and investment custodians, and entering and maintaining client data and activity notes in our CRM system.

You will need excellent communication skills, including writing business correspondence with proper grammar and punctuation. Strong organizational skills and the ability to follow established processes consistently are also essential. Additionally, you must be able to prioritize tasks independently and manage multiple responsibilities effectively.

The total estimated salary for this role is approximately $80,000 - $100,000 per year, based on industry standards and location. This includes base pay, an annual bonus, and a generous benefits package. Coldstream is committed to inclusion and diversity, employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more.

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