Wealth Management Client Services Associate

Coldstream; Seattle (WA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual bonus

Medical premiums

Life insurance

Disability insurance

401(k) match

Equity opportunity

Paid time off

Volunteer day

Training reimbursement

Mentoring program

Parking subsidy

Transit pass

Wellness reimbursement

Parental leave

Sabbaticals

Anniversary bonuses

Job summary

Coldstream’s Seattle office seeks a Client Service Associate to support clients and daily operations within a growing wealth management team. This role offers hands-on experience in the Registered Investment Advisor industry and a path toward a long-term career in wealth management.

This hybrid position in South Lake Union requires 1–3 years of customer service, excellent communication, and proficiency with Microsoft Office; Salesforce or Tamarac experience is a plus.

Qualifications

• 1-3 years of customer service experience in a team environment.
• Interest in building a career in wealth management.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting is a plus.

Responsibilities

• Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests.
• Scheduling and organizing client meetings and proactively preparing meeting materials in advance.
• Coordinating the new client onboarding process: opening brokerage accounts, establishing cashiering needs, setting up online reporting access; updating cost basis and tracking required minimum distributions; reconciling account information.
• Entering and maintaining client data and activity notes in our CRM system.

Skills

Customer service

MS Office Suite

Salesforce CRM

Tamarac portfolio accounting

Strong communication

Organizational skills

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Tamarac portfolio accounting

Job description

Coldstream’s Seattle office seeks a Client Service Associate to support clients and daily operations within a growing wealth management team. This role offers hands-on experience in the Registered Investment Advisor industry and a path toward a long-term career in wealth management.

This hybrid position in South Lake Union requires 1–3 years of customer service, excellent communication, and proficiency with Microsoft Office; Salesforce or Tamarac experience is a plus.