Client Success Expert
7 days ago
Coldstream Capital Management is committed to inclusion and diversity, welcoming team members from diverse backgrounds and perspectives. As a Client Service Associate, you will contribute to a collaborative and supportive culture, helping to grow and develop the firm.
Your Responsibilities- Client Service: Provide exceptional service and support to clients, meeting their needs and resolving issues promptly.
- Servicing Clients: Manage client information, handle cashiering and money movement requests, and facilitate new client onboarding.
- Documentation Excellence: Maintain accurate client records and manage documentation with attention to detail.
- Experience: 1-2 years of client service experience in an office environment, preferably in financial services.
- Education: Bachelor's degree in finance or related field.
- Skills: Proficient in Microsoft Office Suite, Salesforce CRM, and/or Tamarac portfolio management.
- Competitive Salary: $65,000 - $80,000 per year, based on experience.
- Benefits Package: Comprehensive benefits package, including medical/dental/vision, short-term and long-term disability, and life insurance.
- 401(k) Match: 100% company match up to 4% of annual pay.
- Stock Ownership: Opportunity to purchase equity and become an owner of the firm.
- Paid Time Off: 16 days per year, increasing with tenure, plus 10 holidays and an extra paid day off for volunteer work.
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