Wealth Management Client Service Associate - Hybrid Path

Coldstream; Bellevue (WA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Equity opportunity

Paid time off

Parking subsidy

Mentoring program

Job summary

Coldstream is hiring a Client Service Associate in Bellevue, WA. You’ll support the wealth management team, managing client data, scheduling meetings, and onboarding new clients. The role offers growth paths within the Registered Investment Advisor space.

Expect 1-3 years in customer service, strong communication, and proficiency with MS Office; Salesforce/Tamarac knowledge is a plus. Hybrid schedule with 2-3 days in office and training approx 4-5 days/week.

Qualifications

• 1-3 years of customer service experience.
• Interest in wealth management industry.
• Proficiency with Microsoft Office; Salesforce or Tamarac a plus.
• Excellent verbal and written communication; strong organization.

Responsibilities

• Serve as liaison between clients and custodians/investment managers and manage client info and cashiering requests.
• Schedule and organize client meetings and prepare materials.
• Coordinate new client onboarding including accounts setup and online reporting access.
• Enter client data and activity notes in the CRM system.

Skills

Customer service

Microsoft Office

Salesforce

Tamarac

Communication

Organization

Prioritization

Reliability

Education

Bachelor's degree preferred

Tools

Salesforce CRM

Tamarac Portfolio Accounting

Job description

Coldstream is hiring a Client Service Associate in Bellevue, WA. You’ll support the wealth management team, managing client data, scheduling meetings, and onboarding new clients. The role offers growth paths within the Registered Investment Advisor space.

Expect 1-3 years in customer service, strong communication, and proficiency with MS Office; Salesforce/Tamarac knowledge is a plus. Hybrid schedule with 2-3 days in office and training approx 4-5 days/week.