Client Success Manager

4 days ago


Bellevue, Washington, United States Coldstream Wealth Management Full time
Responsibilities
  • Exceptional Client Service: Provide exceptional client service, including anticipating client needs, addressing concerns, and resolving 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.

We offer a competitive salary of $62,000 - $72,000 per year, plus annual bonus and a comprehensive benefits package, including fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance. Additionally, we offer 100% company match up to 4% of your annual pay for retirement savings, and the opportunity to purchase equity and become an owner of the firm.


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