Client Service Associate

Job Description

Job Description

If you’re looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you’ll play an important role in supporting clients and the day-to-day operations of the team while gaining hands-on experience in the Registered Investment Advisor industry. This is a great opportunity for someone with professional office experience who is ready to develop their skills, take on new responsibilities, and build a long-term career in wealth management.

This position is located in our South Lake Union office. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays and Wednesdays with the ability to work from home the remaining days.

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

Specific responsibilities include:

• Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
• Scheduling and organizing client meetings and proactively preparing meeting materials in advance
• Coordinating 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
• Entering and maintaining client data and activity notes in our CRM system

• 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
• 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 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
• Excellent reliability
• A Bachelor’s degree is preferred due to future career path requirements