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Client Service Representative

2 months ago

Bellevue, Washington, United States Coldstream Capital Management Full time
About the Role

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 exceptional service and support.

Key Responsibilities
  • Exceptional Service: Provide outstanding service to clients, anticipating their needs, addressing concerns, and resolving issues promptly.
  • Serving as a Liaison: Act as a liaison between clients and custodians/investment managers, managing client information and handling cashiering and money movement requests.
  • Client Meetings: Schedule and organize client meetings, preparing meeting materials in advance and ensuring a seamless experience.
  • 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 attention to detail, entering and maintaining client data and activity notes in our CRM system.
Requirements
  • Client Service Experience: Proven experience in client-facing roles, preferably in financial services.
  • Education: Bachelor's degree in a related field, such as finance or business.
  • Skills: Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint; experience with CRM systems and portfolio management software is a plus.
  • Communication and Organizational Skills: Excellent communication and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
About Coldstream Capital Management

Coldstream Capital Management is a 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. Our team members describe our culture as engaging, flexible, supportive, positive, caring, and fun. We encourage you to bring your full self and make an impact.

Benefits
  • Career Development: Opportunities for professional growth and development, with multiple career paths to choose from.
  • Collaborative Culture: A supportive and inclusive work environment that values open communication and teamwork.
  • Work-Life Balance: Flexible hybrid work arrangements and a focus on work-life integration.
  • Competitive Compensation: Competitive base pay, annual bonus, and a generous benefits package.