Client Relations Specialist

3 weeks ago


Mercer Island, Washington, United States Coldstream Wealth Management Full time
About the Role

As a Client Service Associate, you will be responsible for delivering exceptional service to our clients. This includes anticipating their needs, addressing concerns, and resolving issues quickly.

You will also serve as a liaison between clients and custodians/investment managers, managing client information and cashiering/money movement requests. Additionally, you will schedule and organize client meetings, prepare meeting materials in advance, and facilitate new client onboarding.

Benefits
  • Competitive salary: $62,500 - $72,500
  • Annuual bonus
  • Fully paid medical/dental/vision, short-term and long-term disability, and life insurance
  • 100% company match up to 4% of your annual pay for 401(k)
  • Stock opportunity to purchase equity and become an owner of the firm


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