Wealth Management Client Services Associate

Coldstream Wealth Management; Mercer Island (WA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health premiums fully paid

401(k) company match up to 4%

Paid time off 20 days + holidays

Parental leave 12 weeks

Job summary

Coldstream Wealth Management on Mercer Island offers a Client Service Associate role in a hybrid setting, with in-office Tuesdays and Thursdays. You will support clients and advisors, coordinate onboarding, and manage reporting, with growth opportunities in a collaborative wealth management team.

The position emphasizes client service, cross-functional collaboration, and utilization of Salesforce/Tamarac, with base pay in the $60k–$70k range plus bonus and benefits.

Qualifications

• 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

Responsibilities

• Liaise between clients and custodians/investment managers and manage client information
• Handle all cashiering and money movement requests
• Schedule and organize client meetings and prepare meeting materials
• Coordinate the new client onboarding process
• Open brokerage accounts, establish cashiering needs, and set up online reporting access
• Update cost basis, track minimum distributions, and reconcile accounts
• Send/receive documents to clients, advisors, and custodians
• Enter client data and activity notes in the CRM

Skills

Customer service

Team player

Communication

Organization

Prioritization

Reliability

Salesforce CRM

Tamarac portfolio accounting

Education

Bachelor's degree preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce CRM

Tamarac Portfolio Accounting

Job description

Coldstream Wealth Management on Mercer Island offers a Client Service Associate role in a hybrid setting, with in-office Tuesdays and Thursdays. You will support clients and advisors, coordinate onboarding, and manage reporting, with growth opportunities in a collaborative wealth management team.

The position emphasizes client service, cross-functional collaboration, and utilization of Salesforce/Tamarac, with base pay in the $60k–$70k range plus bonus and benefits.