Wealth Management Client Service Associate - Hybrid

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

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.