Wealth Management Associate
5 days ago
About Us: Coldstream Capital Management is a employee-owned, independently-operated wealth management firm that values open communication, trusting relationships, and a commitment to excellence. We welcome new colleagues who share our approach and are passionate about delivering exceptional service to our clients.
Compensation: The estimated annual salary for this position is between $60,000 - $70,000, plus an annual bonus and a generous benefits package.
Responsibilities: As a Client Service Associate, your primary responsibilities will include serving as a liaison between clients and custodians/investment managers, managing client information, handling cashiering and money movement requests, scheduling and organizing client meetings, coordinating the new client onboarding process, updating cost basis, tracking required minimum distributions, reconciling account information, sending and receiving documents to clients, their advisors, and investment custodians, and entering and maintaining client data and activity notes in our CRM system.
Requirements: To succeed in this role, you must have excellent communication skills, strong organizational skills, and the ability to follow established processes consistently. Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint is also required. Experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus.
Benefits Package: At Coldstream Capital Management, we offer a comprehensive benefits package that 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.
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