Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our Centralized Client Services Team. As a Client Service Associate with a centralized team, you will learn the Registered Investment Advisor industry from the ground up, be included in a number of firmwide initiatives, and have multiple career paths to choose from.
Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle). We have a hybrid work environment (in office two days a week) and work 7:00am - 4:00pm minus lunch daily.
Specific responsibilities include: - Work tasks assigned to the Centralized Client Service task queue supporting all 10 of our wealth management teams:
- Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
- Updating cost basis, tracking required minimum distributions, reconciling account information
- Sending and receiving documents to clients, their advisors, and investment custodians
- Entering and maintaining client data and activity notes in our CRM system.
- Collaborating with other new CSAs and the CCS team to support training needs and projects across wealth management teams.
- Ad hoc project support for the CCS team including firm initiatives and onboarding new merger partners.
Experience and Skills We are looking for a candidate who has: - Customer service experience and the desire to provide superior client service in a team-oriented environment
- A Bachelor's degree (finance or related focus is preferred)
- 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 writing business correspondence with 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
Job Benefits In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $55k-65k plus an annual bonus and a generous benefits package.
Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of affluent families and businesses for 28 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. For more on Coldstream, please visit .
We provide an upbeat, friendly environment where you will be rewarded for taking initiative, collaborating, and having fun while doing it. We also offer a full compensation and benefits package to meet your needs:
- Pay: Competitive base pay plus annual bonus
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 4% of your annual pay
- Stock: Opportunity to purchase equity and become an owner of the firm
- Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
- Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
- Parking: heavily subsidized parking or transit pass
- Wellness reimbursement
- Paid sabbaticals and anniversary bonuses
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.