Client Service Associate

3 weeks ago


Bellevue, Washington, United States Coldstream Capital Management Full time
Job Description

Coldstream Capital Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.

Key Responsibilities:
  • Exceptional Service: Anticipate client needs, address concerns, and resolve issues quickly.
  • Client Meetings: Schedule and organize client meetings, and proactively prepare meeting materials in advance.
  • Client Onboarding: Facilitate the new client onboarding process, including opening brokerage accounts, establishing cashiering needs, and setting up online reporting access.
  • Documentation Excellence: Maintain accurate client records and manage documentation with a keen eye for detail.
Requirements:
  • Client Service Experience: Proven experience in client service in an office environment, preferably in financial services.
  • Education: Bachelor's degree in finance or a related field.
  • Skills: Excellent communication skills, proficiency in Microsoft Outlook, Word, Excel, and PowerPoint, and experience with Salesforce CRM and/or Tamarac portfolio management.
Benefits:
  • Career Development: Opportunities for professional growth and development.
  • Collaborative Culture: A supportive and engaging work environment.
  • Work-Life Balance: Flexible hybrid work arrangements and a focus on work-life integration.

Coldstream Capital Management is an employee-owned, independently-operated wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



  • Bellevue, Washington, United States gpac Full time

    Job Title: Client Service AssociateJob Summary:We are seeking a skilled Client Service Associate to manage client accounts and relationships, ensuring seamless communication and service delivery. As a key member of our team, you will play a critical role in building and maintaining strong client relationships, providing exceptional service, and driving...


  • Bellevue, Washington, United States gpac Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at GPAC. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Manage client relationships and communications, providing timely and professional...


  • Bellevue, Washington, United States Coldstream Capital Management Full time

    Job Title: Senior Client Service AssociateColdstream Capital Management is seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will play a crucial role in ensuring that our clients receive exceptional service and support.Key Responsibilities:Provide exceptional service to clients,...


  • Bellevue, Washington, United States PathStone Full time

    Pathstone Associate Program: A Client Advisory Career PathPathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry.Job Description:Assist...


  • Bellevue, Washington, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the operational...


  • Bellevue, Washington, United States Gallagher Full time

    Job Summary:We are seeking a highly skilled Client Service Manager to join our global brokerage team at Gallagher. As a key member of our team, you will be responsible for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts.You will contribute to key...

  • Spa Client Liaison

    4 weeks ago


    Bellevue, Washington, United States Nordstrom Full time

    Job Summary:As a Spa Client Coordinator at Nordstrom, you will be responsible for providing exceptional customer service to clients visiting our Spa. Your primary duties will include greeting clients, answering phone calls, scheduling appointments, and attending to client needs.Key Responsibilities: Greet clients and check them in to Spa Nordstrom Answer...


  • Bellevue, Washington, United States Charles Schwab Full time

    Job Summary:As a Client Relationship Specialist at Charles Schwab, you will play a critical role in delivering an unparalleled client experience. You will work closely with your Client Relationship Manager and Branch Manager to assist in the operational success of the local Schwab branch. This is an excellent opportunity to bring your passion for customer...

  • Spa Client Liaison

    3 weeks ago


    Bellevue, Washington, United States Nordstrom Full time

    Nordstrom - Administrative Assistant / SecretaryKey Responsibilities:Greet clients as they check in to Spa NordstromAnswer telephone calls and schedule appointmentsAttend to client needs and answer client questionsCommunicate clearly and professionally with clients and coworkersNordstrom is committed to providing exceptional customer service. As a Spa Client...


  • Bellevue, Washington, United States Dave & Buster Full time

    Job Overview:We are seeking a highly motivated and enthusiastic Service Support Associate to join our team at Dave & Buster's. As a Service Support Associate, you will play a vital role in ensuring our Guests have an unparalleled experience by providing exceptional support to our Bartender, Cocktail Staff, and Wait Staff.Key Responsibilities:Assist in...


  • Bellevue, Washington, United States Charles Schwab Full time

    At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Client Relationship Specialist, you'll play a critical role in delivering an unparalleled client experience in our local branch. You'll work closely with your Client Relationship Manager and Branch Manager to help clients achieve their financial goals....


  • Bellevue, Washington, United States Coldstream Wealth Management Full time

    Job SummaryColdstream Wealth Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Responsibilities include:Providing exceptional service to clients, anticipating their needs, and...


  • Bellevue, Washington, United States Charles Schwab Full time

    **Your Opportunity**At Charles Schwab, you have the chance to make a meaningful impact in the financial services industry. As a Client Relationship Specialist, you will play a critical role in delivering exceptional client experiences and driving the success of our local branch.**What You'll Do** Provide top-notch customer service to our clients, ensuring...


  • Bellevue, Washington, United States The Charles Schwab Corporation Full time

    Transforming the Finance Industry TogetherAt The Charles Schwab Corporation, we empower our employees to make a meaningful impact on their careers. Our innovative and collaborative environment fosters creative problem-solving, driving us to challenge the status quo and revolutionize the finance industry. As a Client Relationship Specialist, you will play a...


  • Bellevue, Washington, United States Environment Control North Seattle Full time

    Job Summary:At Environment Control North Seattle, we are seeking a reliable and detail-oriented Environmental Services Associate to join our team. As a key member of our facilities maintenance team, you will be responsible for ensuring the cleanliness and organization of our assigned locations. Your tasks will include general cleaning, trash removal,...


  • Bellevue, Washington, United States Coldstream Capital Management Full time

    Job Title: Senior Client Service AssociateAbout Us: Coldstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a highly motivated and experienced Senior Client Service Associate to join our team.Job Summary: As a Senior Client Service Associate, you will play a crucial...


  • Bellevue, Washington, United States Xmars Full time

    Client Success SpecialistXmars is a leading provider of Amazon Ads solutions, empowering sellers, brands, and agencies to maximize their return on ad spend. As a Client Success Specialist, you will play a critical role in nurturing and growing relationships with our clients, ensuring their success and satisfaction with our products.Key Responsibilities:Build...


  • Bellevue, Washington, United States SparkX Marketing Co. Full time

    Client Success Specialist Role OverviewThe Client Success Specialist is a key member of our team, responsible for nurturing and growing relationships with our clients. As the primary point of contact, you will collaborate closely with internal teams to ensure client needs are met promptly and effectively.Key Responsibilities:Client Relationship Management:...

  • Senior Tax Associate

    4 weeks ago


    Bellevue, Washington, United States Grant Thornton Full time

    Unlock Your Potential as a Senior Tax Associate at Grant ThorntonJoin our team of experienced professionals and take your career to the next level as a Senior Tax Associate at Grant Thornton. As a key member of our Income and Franchise Tax team, you will deliver a full range of tax planning, consulting, and compliance services to our clients, leveraging your...

  • Senior Tax Associate

    4 weeks ago


    Bellevue, Washington, United States Grant Thornton Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Associate to join our team at Grant Thornton. As a Senior Tax Associate, you will play a key role in delivering a full range of tax planning, consulting, and compliance services to our clients.You will work closely with our Income/Franchise Tax team to provide expert advice and guidance on tax matters,...