Client Service Operations Manager – Wealth Management

Coldstream; Bellevue (WA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) match

Employee stock ownership

Paid time off

Parental leave

Job summary

Coldstream Wealth Management in Bellevue is seeking an experienced Operations Manager to lead client service for our Bellevue team. You will supervise the client service group, mentor staff, and oversee workflows and internal operations to ensure best practices and a stellar client experience.

The role partners with the Team Lead on strategy, staffing, onboarding, training, and performance coaching, with hybrid work 2-3 days on site and remote days.

Qualifications

• Bachelor’s degree required.
• Series 65 license required; FPQP or CFP module recommended or to be obtained within 12 months at Coldstream’s expense.
• Strong communication, leadership, and client service skills.
• Experience with wealth management operations and CRM/tools like Salesforce/eMoney/Tamarac preferred.

Responsibilities

• Lead day-to-day client service operations for the wealth management team.
• Supervise, train, and mentor Client Service Associates and Wealth Management Associates.
• Oversee onboarding, workflows, and adherence to best practices; manage capacity and staffing.

Skills

Team leadership

Client service

Mentoring

Delegation

Communication

Organization

Problem solving

Education

Bachelor’s degree

Series 65 license

FPQP or CFP module

Tools

Salesforce CRM

eMoney

Tamarac

Microsoft Office

Job description

Job Description

Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!

Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team’s client service group. They manage the team’s workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.

This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.

Specific responsibilities include:

• Team Leadership & Management
  • Serve as the day-to-day leader and primary resource for the team’s Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
  • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
  • Review work completed by client service team and provide coaching and feedback to support their professional development.
  • Oversee onboarding and training of new client service team members.
  • Identify opportunities to improve team processes, efficiency, and client experience.
• Partnership with Team Lead
  • Act as a key partner to the Team Lead in the day-to-day management of the team.
  • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
  • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
  • Manage team meetings, events, and initiatives.
  • Step in to provide leadership when the Team Lead is unavailable.
• Firm Engagement
  • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
• Client Service
  • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
  • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
  • Participate in client meetings and present ideas and concepts in an organized and effective manner.
  • Prepare meeting materials and summaries and manage post-meeting action items.
  • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
  • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
  • Oversee the new client onboarding process and ongoing account maintenance.

Experience And Skills

• 5-10 years of progressively responsible experience in the wealth management industry, including training/oversight/mentorship of client service team members or interns
• A Bachelor’s degree
• Series 65 license plus FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream’s expense)
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred Excellent written and verbal communication skills
• Strong organizational, prioritization, and delegation abilities with consistent attention to detail
• Demonstrated commitment to a positive client experience

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 at $100k - $140k, plus an annual bonus opportunity and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.

As a 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 Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland and Bend, OR, Boise, ID, and Kenai, AK. 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.