What are the responsibilities and job description for the Client Service Associate position at Coldstream Capital Management?
Job DescriptionAre 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 informationHandling all cashiering and money movement requestsClient Meetings : Scheduling and organizing client meetings and proactively preparing meeting materials in advanceClient Onboarding : Facilitating the new client onboarding process : Opening brokerage accounts, establishing cashiering needs, setting up online reporting accessUpdating cost basis, tracking required minimum distributions, reconciling account informationSending and receiving documents to clients, their advisors, and investment custodiansDocumentation 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 systemExperience and SkillsWe 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 environmentA Bachelor's degree (finance or related focus is preferred)Interest in building a career in the wealth management industryProficiency with Microsoft Outlook, Word, Excel, and PowerPointExcellent communication skills, including writing business correspondence with proper grammar and punctuationStrong organizational and prioritization skills and the ability to follow established processes consistentlyExcellent reliability (hours are 7 AM to 4 PM, in office Monday through Thursday with the option to work remote on Fridays)Job BenefitsIn 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 welcome new colleagues who value open communication and believe in creating long-term relationships. We have offices in Kirkland, Bellevue, Seattle, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.As a Washington's Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members : Pay : Competitive base salary plus annual bonusBenefits : Fully paid premiums for medical / dental / vision, short-term and long-term disability, and life insurance401(k) : 100% company match up to 4% of your annual payStock : Opportunity to purchase equity and become an owner of the firmPaid 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 workCareer development : 100% training / certification / licensing / dues reimbursement and mentoring programParking : Free parking or transit passWellness reimbursementAnniversary bonuses and sabbaticals every 10 yearsColdstream 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.
Salary : $55,000 - $65,000