Client Service Associate

Coldstream Wealth Management; Mercer Island (WA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health premiums fully paid

401(k) company match up to 4%

Paid time off 20 days + holidays

Parental leave 12 weeks

Job summary

Coldstream Wealth Management on Mercer Island offers a Client Service Associate role in a hybrid setting, with in-office Tuesdays and Thursdays. You will support clients and advisors, coordinate onboarding, and manage reporting, with growth opportunities in a collaborative wealth management team.

The position emphasizes client service, cross-functional collaboration, and utilization of Salesforce/Tamarac, with base pay in the $60k–$70k range plus bonus and benefits.

Qualifications

• 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment
• Interest in building a career in the wealth management industry
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
• Excellent communication skills, including proper grammar and punctuation
• Strong organizational skills and the ability to follow established processes consistently
• Strong prioritization skills and the ability to manage multiple tasks independently
• Excellent reliability
• A Bachelor’s degree is preferred due to future career path requirements

Responsibilities

• Liaise between clients and custodians/investment managers and manage client information
• Handle all cashiering and money movement requests
• Schedule and organize client meetings and prepare meeting materials
• Coordinate the new client onboarding process
• Open brokerage accounts, establish cashiering needs, and set up online reporting access
• Update cost basis, track minimum distributions, and reconcile accounts
• Send/receive documents to clients, advisors, and custodians
• Enter client data and activity notes in the CRM

Skills

Customer service

Team player

Communication

Organization

Prioritization

Reliability

Salesforce CRM

Tamarac portfolio accounting

Education

Bachelor's degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce CRM

Tamarac Portfolio Accounting

Job description

We work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestylegoals important to our clients. We only hire team players: people who are the best and brightest at what they do and always put our clients’success first.

• Salary : $60,000 USD Annually - $70,000 USD Annually

Job Description

If you’re looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you’ll work alongside experienced professionals, build on your existing skills and expertise, and gain a deeper understanding of the Registered Investment Advisor industry. This role offers opportunities to expand your capabilities, contribute to a high-performing team, and pursue multiple paths for continued career growth.

This position is located in Mercer Island. We have a hybrid work environment, and this team currently works in office on Tuesdays and Thursdays, 8:00 - 5:00.

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Mercer Island, Seattle, Bellevue, Kirkland, Portland, Bend, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

• Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
• Scheduling and organizing client meetings and proactively preparing meeting materials
• Coordinating the new client onboarding process:
• Opening brokerage accounts, establishing cashiering needs, and setting up online reporting access
• Updating cost basis, tracking required minimum distributions, and reconciling account information
• Sending and receiving documents to and from clients and their advisors and investment custodians
• Entering client data and activity notes in our CRM system

Experience and Skills

We are looking for a candidate who has:

• 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment
• Interest in building a career in the wealth management industry
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
• Excellent communication skills, including proper grammar and punctuation
• Strong organizational skills and the ability to follow established processes consistently
• Strong prioritization skills and the ability to manage multiple tasks independently
• Excellent reliability
• A Bachelor’s degree is preferred due to future career path requirements

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts in the range of $60k - $70k plus an annual bonus and a generous benefits package.

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts in the range of $60k - $70k plus an annual bonus and a generous benefits package.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base salary plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement, plus a formal mentoring program
• Parking: free parking or transit pass
• Wellness reimbursement
• Paid Parental leave: 12 weeks paid for all new parents
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.