Job Descriptions:

Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!

As a Client Service Associate on one of our growing Mercer Island teams you will play a crucial role in ensuring that our clients receive outstanding service and support.

This position is located on Mercer Island; however, we have a flexible hybrid work environment (in office Tuesdays and Thursdays with the option to work remotely or in office the remaining 3 days).

Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of affluent families and businesses for 26 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. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit

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:

+ Client service experience in an office environment (financial services experience is a plus) and the desire to work in a team-oriented, small-company environment

+ A Bachelors 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 management (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 tasks independently

+ Excellent reliability (the teams hours are 8 AM to 5 PM, Monday through Friday)

Keyword: Senior Client Service Associate

From: Coldstream Wealth Management