Client Experience Specialist
3 days ago
Become a Key Player in Client Success
Coldstream Capital Management is seeking a Client Experience Specialist to join our team. As a Client Experience Specialist, you will be responsible for delivering exceptional service and support to our clients.
We offer a collaborative and supportive work environment that values work-life integration. Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact.
Salary: $70,000 - $85,000 per year
Job Responsibilities:
- Exceptional Service: Anticipate client needs, address concerns, and resolve issues quickly.
- Serving as a liaison between clients and custodians/investment managers.
- Managing client information and handling all cashiering and money movement requests.
- Client Meetings: Scheduling and organizing client meetings and proactively preparing meeting materials in advance.
- Client Onboarding: Facilitating the new client onboarding process.
- Documentation Excellence: Maintaining accurate client records and managing documentation with a keen eye for detail.
Required Skills and Qualifications:
- Client service experience in an office environment (financial services experience is a plus).
- A Bachelor's degree (finance or related focus is preferred).
- Interest in building a career in the wealth management industry.
- Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems) is a plus.
- Excellent communication skills, including writing business correspondence with proper grammar and punctuation.
Benefits:
- Career Development: We invest in your future with abundant opportunities for professional growth and have multiple career paths to choose from.
- Collaborative Culture: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun.
- Work-Life Balance: Benefit from flexible hybrid work arrangements and a supportive environment that values work-life integration.
- 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: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work.
- Wellness reimbursement.
About Coldstream Capital Management
We are 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.
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