Client Service Associate
$60,000–$70,000 year
On-sitePortland, Oregon, United States
Job Summary
Serve as a liaison between clients and custodians/investment managers by managing client information and handling all cashiering and money movement requests. Schedule and organize client meetings while proactively preparing meeting materials in advance. Coordinate the new client onboarding process, including opening brokerage accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, and reconciling account information. Send and receive documents to clients, their advisors, and investment custodians while entering and maintaining client data and activity notes in the CRM system. Work Monday through Thursday from 7:30-4:00pm and Fridays from 7:30-2:00pm in the SW Portland office. Join a wealth management team formerly known as Cable Hill Partners, which merged with Coldstream in June 2025 to help clients align their financial lives with their values.
Required Qualifications
- 1-3 years of customer service experience
- desire to provide superior client service in a team-oriented environment
- Proficiency with Microsoft Outlook
- Proficiency with Microsoft Word
- Proficiency with Microsoft Excel
- Proficiency with Microsoft PowerPoint
- Excellent communication skills
- proper grammar and punctuation
- Strong organizational skills
- ability to follow established processes consistently
- Strong prioritization skills
- ability to manage multiple tasks independently
- Excellent reliability
Desired Qualifications
- experience working in finance
- Interest in building a career in the wealth management industry
- experience with Salesforce CRM
- experience with Tamarac portfolio accounting
- experience with similar systems
- A Bachelor's degree
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