Client Service Associate

Coldstream; Seattle (WA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual bonus

Medical premiums

Life insurance

Disability insurance

401(k) match

Equity opportunity

Paid time off

Volunteer day

Training reimbursement

Mentoring program

Parking subsidy

Transit pass

Wellness reimbursement

Parental leave

Sabbaticals

Anniversary bonuses

Job summary

Coldstream’s Seattle office seeks a Client Service Associate to support clients and daily operations within a growing wealth management team. This role offers hands-on experience in the Registered Investment Advisor industry and a path toward a long-term career in wealth management.

This hybrid position in South Lake Union requires 1–3 years of customer service, excellent communication, and proficiency with Microsoft Office; Salesforce or Tamarac experience is a plus.

Qualifications

• 1-3 years of customer service experience in a team environment.
• Interest in building a career in wealth management.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting is a plus.

Responsibilities

• 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 and tracking required minimum distributions; reconciling account information.
• Entering and maintaining client data and activity notes in our CRM system.

Skills

Customer service

MS Office Suite

Salesforce CRM

Tamarac portfolio accounting

Strong communication

Organizational skills

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Tamarac portfolio accounting

Job description

Job Description

If you’re looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you’ll play an important role in supporting clients and the day-to-day operations of the team while gaining hands‑on experience in the Registered Investment Advisor industry. This is a great opportunity for someone with professional office experience who is ready to develop their skills, take on new responsibilities, and build a long‑term career in wealth management.

This position is located in our South Lake Union office. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays and Wednesdays with the ability to work from home the remaining days.

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 Seattle, Bellevue, Mercer Island, Kirkland, Portland, 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 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

Job Benefits

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 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.