Job Information
Coldstream Wealth Management Client Service Associate in Kirkland, Washington
Job Descriptions:
Are you looking to launch a career in wealth management with a firm that values client satisfaction? Then Coldstream has a fantastic opportunity on our Kirkland team.
The CSA’s specific responsibilities include:
Exceptional Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
Serving as a liaison between clients and custodians/investment managers,
Managing client information
Handling all cashiering and money movement requests
Client Meetings: Scheduling and organizing client meetings and proactively preparing meeting materials in advance
Client Onboarding: Facilitating the new client onboarding process:
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
Documentation Excellence: Maintaining accurate client records and managing documentation with a keen eye for detail. Entering and maintaining client data and activity notes in our CRM system
Required Experience:
We are looking for a candidate who has:
Client service experience in an office environment and the desire to work in a team-oriented, small-company 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
Excellent communication skills, including writing business correspondence with proper grammar and punctuation
Strong organizational and prioritization skills and the ability to follow established processes consistently
Excellent reliability (hours are 7 AM to 4 PM, in office Monday through Thursday with the option to work remote on Fridays)
Keyword: Client Service Associate
From: Coldstream Wealth Management
