Client Service Associate

Coldstream Wealth Management; Portland (OR); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical/dental/vision

Disability insurance

Life insurance

401(k) match

Equity opportunity

Paid time off

Holidays

Volunteer day

Training/licensing

Parking or transit

Wellness reimbursement

Parental leave

Sabbaticals

Job summary

Coldstream Wealth Management, based in SW Portland, is seeking a Client Service Associate to join a collaborative team learning the Registered Investment Advisor industry from the ground up. You will act as a liaison between clients and custodians, organize client meetings, and support onboarding—opening brokerage accounts, cashiering needs, and online reporting access—while maintaining accurate CRM data.

Base pay starts around $60k–$70k with annual bonus and a generous benefits package;

Qualifications

• 1-3 years of customer service experience in a team-oriented environment (finance a plus).
• Interest in building a career in wealth management.
• Proficiency with Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac a plus.
• Excellent communication skills with proper grammar and punctuation.
• Strong organizational and prioritization skills; reliable and able to manage multiple tasks.

Responsibilities

• Liaise between clients and custodians/investment managers, handling client information and cashiering/money movement requests.
• Schedule and organize client meetings and prepare materials in advance.
• Coordinate onboarding: open brokerage accounts, set up cashiering, and establish online reporting access.
• Update cost basis, track required minimum distributions, and reconcile account information.
• Send/receive documents to clients, advisors, and custodians; maintain client data in CRM.

Skills

Customer service

Communication

Organization

Prioritization

Reliability

Education

Bachelor's degree preferred

Tools

Salesforce CRM

Tamarac

Microsoft Excel

Microsoft Word

PowerPoint

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.

If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.

Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.

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 in advance
• Coordinating the new client onboarding process:
• Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
• Updating cost basis, tracking required minimum distributions, reconciling account information
• Sending and receiving documents to clients, their advisors, and investment custodians
• Entering and maintaining client data and activity notes in our CRM system

Experience and Skills

• 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
• 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 between $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: heavily subsidized parking (you pay $36 per month) 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 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 Portland, Bend, Bellevue, Seattle, Mercer Island, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com .

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.