Client Service Associate

Coldstream Wealth Management; Washington (District of Columbia); Hybrid; USD 60,000 - 70,000; Full time

Job summary

Coldstream Wealth Management is seeking a Client Service Associate to join one of our largest wealth management teams. The role involves client service, onboarding, data entry, and coordination with custodians, teams, and advisors.

The position is based in Mercer Island with a hybrid work model, requiring in-office presence on Tuesdays and Thursdays, 8:00–5:00. A Bachelor's degree is preferred and 1–3 years of customer service experience is ideal.

Qualifications

• 1–3 years of customer service experience in a team setting.
• Interest in building a career in wealth management.
• Proficiency with Outlook, Word, Excel, and PowerPoint; Salesforce or Tamarac a plus.
• Excellent communication with proper grammar and punctuation.
• Strong organizational and multitasking abilities.
• Prioritization and reliability are essential.
• Bachelor's degree preferred for future career path.

Responsibilities

• Serve as liaison between clients and custodians/investment managers, manage client information and cashiering/money movement requests.
• Schedule and organize client meetings and prepare materials.
• Coordinate onboarding: open brokerage accounts, set up cashiering, and online reporting access.
• Update cost basis, track min distributions, reconcile account information.
• Send/receive documents with clients, advisors, and custodians.
• Enter client data and activity notes in the CRM system.

Skills

Customer service

Communication

Organization

Prioritization

Reliability

Teamwork

Wealth management interest

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Salesforce CRM

Tamarac portfolio accounting

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

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

Keyword: Client Service Associate

Required Experience:

• 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.

From: Coldstream Wealth Management