Financial Services Coordinator

5 days ago


Seattle, Washington, United States Coldstream Capital Management Full time

Company Overview: Coldstream Capital Management is a leading wealth management firm that has been earning the trust of affluent families and businesses for over two decades. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service.

Salary: The estimated annual salary for this position is between $60,000 - $70,000, plus an annual bonus and a generous benefits package.

Job Description: As a Client Service Associate with Coldstream Capital Management, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. You will serve as a liaison between clients and custodians/investment managers, manage client information, handle cashiering and money movement requests, schedule and organize client meetings, and more.

Required Skills and Qualifications: To be successful in this role, you must have excellent customer service skills, a Bachelor's degree (finance or related focus preferred), and proficiency with Microsoft Outlook, Word, Excel, and PowerPoint. Experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus.

Benefits: At Coldstream Capital Management, we pride ourselves on our collaborative and supportive culture. Our benefits package includes fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, 401(k) matching, stock options, paid time off, wellness reimbursement, paid sabbaticals, and anniversary bonuses.

Other Opportunities: As a team member at Coldstream Capital Management, you will have access to ongoing training and development opportunities, including certification and licensing programs. You will also have the opportunity to purchase equity and become an owner of the firm.



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