Wealth Management Client Services Specialist

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

Benefits offered by this job

Medical benefits

401(k) match

Stock ownership

Paid time off

Mentoring program

Job summary

Coldstream, a wealth management firm with offices across the Pacific Northwest, invites you to join its client service team in Portland, Oregon. As a Client Service Associate, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

You will support client relationships, coordinate onboarding, and handle data in our CRM and cash movement processes. A bachelor’s degree and 1-3 years in service help you grow with us.

Qualifications

• 1-3 years of customer service experience in a team setting.
• Interest in building a career in wealth management.
• Proficiency with MS Office and CRM systems such as Salesforce/Tamarac.
• Bachelor’s degree preferred for future career path requirements.

Responsibilities

• Serve as liaison between clients and custodians/investment managers; manage client information and cashiering/money movement requests.
• Schedule and organize client meetings; prepare meeting materials in advance.
• Coordinate the new client onboarding process; open brokerage accounts and set up online reporting.
• Update cost basis, track required minimum distributions, reconcile account information.
• Send/receive documents to clients, advisors, and investment custodians.
• Enter and maintain client data and activity notes in our CRM system.

Skills

Customer service

Wealth management interest

Communication skills

Organizational skills

Education

Bachelor's degree preferred

Tools

Microsoft Office

Salesforce CRM

Tamarac

Job description

Coldstream, a wealth management firm with offices across the Pacific Northwest, invites you to join its client service team in Portland, Oregon. As a Client Service Associate, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

You will support client relationships, coordinate onboarding, and handle data in our CRM and cash movement processes. A bachelor’s degree and 1-3 years in service help you grow with us.