Wealth Management Client Services Associate

Coldstream Wealth Management; Portland (OR); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical/dental/vision

Disability insurance

Life insurance

401(k) match

Equity opportunity

Paid time off

Holidays

Volunteer day

Training/licensing

Parking or transit

Wellness reimbursement

Parental leave

Sabbaticals

Job summary

Coldstream Wealth Management, based in SW Portland, is seeking a Client Service Associate to join a collaborative team learning the Registered Investment Advisor industry from the ground up. You will act as a liaison between clients and custodians, organize client meetings, and support onboarding—opening brokerage accounts, cashiering needs, and online reporting access—while maintaining accurate CRM data.

Base pay starts around $60k–$70k with annual bonus and a generous benefits package;

Qualifications

• 1-3 years of customer service experience in a team-oriented environment (finance a plus).
• Interest in building a career in wealth management.
• Proficiency with Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac a plus.
• Excellent communication skills with proper grammar and punctuation.
• Strong organizational and prioritization skills; reliable and able to manage multiple tasks.

Responsibilities

• Liaise between clients and custodians/investment managers, handling client information and cashiering/money movement requests.
• Schedule and organize client meetings and prepare materials in advance.
• Coordinate onboarding: open brokerage accounts, set up cashiering, and establish online reporting access.
• Update cost basis, track required minimum distributions, and reconcile account information.
• Send/receive documents to clients, advisors, and custodians; maintain client data in CRM.

Skills

Customer service

Communication

Organization

Prioritization

Reliability

Education

Bachelor's degree preferred

Tools

Salesforce CRM

Tamarac

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Coldstream Wealth Management, based in SW Portland, is seeking a Client Service Associate to join a collaborative team learning the Registered Investment Advisor industry from the ground up. You will act as a liaison between clients and custodians, organize client meetings, and support onboarding—opening brokerage accounts, cashiering needs, and online reporting access—while maintaining accurate CRM data.

Base pay starts around $60k–$70k with annual bonus and a generous benefits package;