Job Descriptions: If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! 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. Required Experience: 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 Keyword: Client Service Associate From: Coldstream Wealth Management