Job Information
Coldstream Wealth Management Wealth Management Associate in Bellevue, Washington
Job Descriptions:
If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.
We’re adding an experienced Senior Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).
We have a hybrid work environment, with team members working in our Bellevue office three days per week (Tuesday through Thursday, 7:00-4:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly
Serving as a primary point of contact with clients
Partnering with custodians/investment managers
Overseeing the gathering of client information and managing data integrity
Processing client-directed money movements and other account-related transactions
Client Onboarding: Overseeing and coordinating the new client onboarding process
Client Meetings: Participating in client meetings andpresenting clients with ideas and concepts in an organized and effective manner
Preparing meeting summaries and comprehensive meeting materials
Creating and managing post-meeting action items
Wealth Planning: Assist the team’s Wealth Managers in producing financial plans
Mentorship and Collaboration
Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
Providing guidance and mentorship to new client-facing team members, contributing to their professional growth
Required Experience:
2+ years of client service experience within the wealth management industry (preferably at an RIA).
Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream’s expense).
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.
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.
A Bachelor’s degree
Keyword: Wealth Management Associate
From: Coldstream Wealth Management