Wealth Management Associate
HybridBellevue, Washington, United States
Job Summary
Conduct client service excellence by anticipating needs, resolving issues, and processing account transactions while serving as the primary point of contact. Oversee client onboarding, coordinate new client processes, and manage data integrity. Partner with custodians and investment managers, then participate in client meetings to present concepts and prepare comprehensive materials. Assist Wealth Managers in producing financial plans and create post-meeting action items. Delegate tasks to Client Service Associates and provide mentorship to new team members. Requires 2+ years of client service experience, Series 65 license, and proficiency with Salesforce and eMoney. Hybrid schedule includes two to three days in the Bellevue office from 7:00-4:00.
Required Qualifications
- 2+ years of client service experience within the wealth management industry (preferably at an RIA)
- Series 65 license
- FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense)
- A Bachelor's degree
Desired Qualifications
- experience with Salesforce CRM, eMoney, and/or Tamarac
- Exceptional written and verbal communication skills
- Strong organizational and prioritization abilities with consistent attention to detail
- Proven ability to work independently while contributing effectively within a team environment
- Demonstrated ability to thrive in a fast-paced, client-focused setting
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