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Client Relationship Manager
3 weeks ago
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 and has a flexible hybrid work environment with 2-3 days per week in office; this team is currently in office Tuesday and Thursday.
Responsibilities include serving as a liaison between clients and custodians/investment managers, managing client information, and handling all cashiering and money movement requests. You will also schedule and organize client meetings and proactively prepare meeting materials, coordinate the new client onboarding process, and enter and maintain client data and activity notes in our CRM system.
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.
