Client Service Associate
Compensation
$60k – $70k /yr
Employment type
Full-time
Work setting
On-site
Location
Bellevue, WA
Schedule
Day shift
Posted
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Job overview
The Client Service Associate is a hybrid role based in Bellevue, WA. Compensation is $60,000 - $70,000 per year. This role supports the wealth management team at Coldstream Wealth Management. The role exists to provide exceptional service to affluent clients and support the wealth management team. The associate contributes to the firm's mission by managing client information, coordinating meetings, and facilitating account operations.
What you'll do
- Serve as liaison between clients and custodians
- schedule client meetings
- coordinate new client onboarding
- update cost basis
- maintain CRM data
- send/receive documents.
What we're looking for
- Skills & competencies
- full-timeday shiftbellevue wahybridclient servicewealth managementfinancecustomer servicecrmsalesforce$60k-$70kcoldstream
- Work arrangement
- Weekend coverage required
Why this role
Hybrid work environment, career path in wealth management.
About the employer
Coldstream Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 6dd102a2-9739-4296-892f-5048e1922081