Lead Client Service Specialist

2 months ago

Issaquah, Washington, United States Coldstream Wealth Management Full time
Job Overview

Are you seeking a dynamic wealth management firm that prioritizes innovation, client satisfaction, and a vibrant workplace culture? Coldstream Wealth Management offers an excellent opportunity to elevate your career in the financial services sector.

As a Lead Client Service Specialist on one of our expanding teams, you will be instrumental in ensuring our clients receive exceptional service and support.

We provide a flexible hybrid work model (in-office presence required on select days) with operational hours from 7:00 AM to 4:00 PM.

Coldstream is an employee-owned, independently-operated wealth management firm that has been earning the trust of affluent families and businesses for over two decades. We take a comprehensive, holistic approach to financial planning, focusing on delivering unparalleled advice and exceptional service. We welcome new team members who share our values of open communication and trust in long-lasting relationships.

Key Responsibilities:

  • Outstanding Client Service: Proactively anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Acting as a liaison between clients and custodians/investment managers,
    • Managing client information effectively,
    • Processing all cashiering and fund movement requests.
  • Client Engagement: Organizing and scheduling client meetings while preparing necessary materials in advance.
  • Client Onboarding: Streamlining the onboarding process for new clients:
    • Opening brokerage accounts, establishing cashiering requirements, and setting up online reporting access,
    • Updating cost basis, tracking required minimum distributions, and reconciling account information,
    • Facilitating document exchanges with clients, their advisors, and investment custodians.
  • Documentation Management: Ensuring accurate client records and managing documentation with meticulous attention to detail. Inputting and maintaining client data and activity notes in our CRM system.
  • 2 - 5+ years of client service experience in the wealth management sector and a desire to build a career in this field.
  • A Bachelor's degree (preferably in finance or business administration).
  • FINRA Series 65 license is strongly preferred, or the willingness to obtain it within a specified timeframe.
  • Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is advantageous.
  • Excellent communication skills, including proper grammar and punctuation.
  • Strong organizational abilities and a commitment to following established processes consistently.
  • Ability to prioritize effectively and manage multiple tasks independently.
  • Demonstrated reliability (the team's hours are 7 AM to 4 PM, Monday through Friday).

Benefits:

Why Choose Coldstream?

  • Career Advancement: We invest in your future with ample opportunities for professional growth and various career paths.
  • Collaborative Environment: Our team members describe our culture as engaging, flexible, supportive, positive, caring, and enjoyable. We encourage you to bring your authentic self and make a meaningful impact.
  • Work-Life Integration: Enjoy flexible hybrid work arrangements and a supportive atmosphere that values work-life balance.

In terms of compensation, we evaluate each candidate individually based on their experience and qualifications, offering competitive remuneration that reflects the value they bring to our team. Base pay typically starts within a specified range, along with an annual bonus and a comprehensive benefits package.

As a recognized workplace for excellence, we take pride in our collaborative and supportive culture. Our benefits package focuses on the growth, health, and wellness of our team members:

  • Compensation: Competitive base salary plus annual bonus.
  • Comprehensive Benefits: Fully covered premiums for medical, dental, and vision insurance, along with short-term and long-term disability, and life insurance.
  • Retirement Plan: 100% company match up to a specified percentage of your annual salary.
  • Equity Opportunities: Chance to purchase equity and become an owner of the firm.
  • Paid Time Off: Starting at a specified number of days per year, increasing with tenure, plus designated holidays and an additional paid day off for volunteer work.
  • Professional Development: Full reimbursement for training, certification, licensing, and dues, along with a mentoring program.
  • Transportation Benefits: Heavily subsidized parking or complimentary transit pass.
  • Wellness Support: Reimbursement for wellness-related expenses.

Coldstream is dedicated to fostering an inclusive and diverse workplace. We believe in employing team members from various backgrounds and experiences, and we are committed to creating an environment where all perspectives are respected and valued.

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