Client Service Associate Coldstream Wealth Management
Overview
Join Coldstream Wealth Management as a Client Service Associate in Seattle. This is a hybrid role offering in-office Tuesdays and Wednesdays with remote flexibility. The position supports client interactions and daily operations within a trusted wealth management firm established in 1996. Candidates should have professional office experience and a commitment to building long-term careers in financial services.
What You'll Do11
- 1Act as liaison between clients and custodians handling cashiering and money movement requests
- 2Schedule client meetings and prepare materials in advance
- 3Coordinate new client onboarding including account opening and reporting setup
- 4Update cost basis and track required minimum distributions
- 5Enter and maintain client data in CRM system
- 6Send and receive documents to clients advisors and custodians
- 7Provide superior client service in a team-oriented environment
- 8Develop strong organizational and prioritization skills
- 9Maintain excellent communication and reliability
- 10Support team across multiple locations nationwide
- 11Contribute to inclusive workplace culture
Requirements9
- 11-3 years customer service experience with preference for finance background
- 2Proficiency with Microsoft Office Suite and Salesforce CRM or Tamarac
- 3Strong written communication and attention to detail
- 4Ability to follow established processes consistently
- 5Bachelor's degree preferred but not required
- 6Experience with payroll systems and document management platforms
- 7Familiarity with wealth management workflows and client relationship practices
- 8Commitment to collaborative team environment
- 9Understanding of benefits administration processes
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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