Senior Client Service Associate

4 weeks ago


Issaquah, Washington, United States Coldstream Wealth Management Full time

h3JobDescription/h3pColdstreamWealthManagementisseekingahighlyskilledSeniorClientServiceAssociatetojoinourteam.AsakeymemberofourBellevueteam,youwillplayacrucialroleindeliveringexceptionalserviceandsupporttoourclients./ppWeofferaflexiblehybridworkenvironmentwithworkhoursfrom7:00am-4:00pm,MondaythroughFriday.Ourteammembersdescribeourcultureasengaging,flexible,supportive,positive,caring,andfun.Weencourageyoutobringyourfullselfandmakeanimpact./ppKeyresponsibilitiesinclude:/pulliExceptionalService:Anticipateclientneeds,addressconcerns,andresolveissuesquickly./liliClientMeetings:Scheduleandorganizeclientmeetings,preparingmeetingmaterialsinadvance./liliClientOnboarding:Facilitatethenewclientonboardingprocess,includingopeningbrokerageaccountsandsettinguponlinereportingaccess./liliDocumentationExcellence:Maintainaccurateclientrecordsandmanagedocumentationwithattentiontodetail./li/ulpWeofferacomprehensivebenefitspackage,includingcompetitivebasepay,annualbonus,andgenerousbenefits.Ourteammembersenjoyflexibleworkarrangements,asupportiveenvironment,andopportunitiesforprofessionalgrowthanddevelopment./ppColdstreamiscommittedtoinclusionanddiversity,andwewelcometeammembersfromdiversebackgroundsandperspectives.Wevalueopencommunication,trust,andlife-longrelationships./ppKeyqualificationsinclude:/pulli2-5+yearsofclientserviceexperienceinthewealthmanagementindustry./liliBachelor'sdegreeinfinanceorbusinessadministration./liliFINRASeries65licenseorwillingnesstoobtainwithin12months./liliProficiencyinMicrosoftOutlook,Word,Excel,andPowerPoint./li/ulpWeareanemployee-owned,independently-operatedwealthmanagementfirmwithofficesinSeattle,MercerIsland,Bellevue,Kirkland,Portland,Boise,andKenai,Alaska.Formoreinformation,pleasevisitourwebsite./p



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