Client Service Associate at Coldstream in Portland, OR

Summary: Coldstream is an employee-owned, independently-operated wealth management firm that has been serving affluent families and businesses since 1996. They are seeking a Client Service Associate to join their team, where the role involves supporting clients and managing information while providing a high-quality client experience.

Responsibilities:
- Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
- Scheduling and organizing client meetings and proactively preparing meeting materials in advance
- Coordinating the new client onboarding process:
- 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

Required Qualifications:
- 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment
- Interest in building a career in the wealth management industry
- Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
- Excellent communication skills, including 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
- Excellent reliability

Preferred Qualifications:
- Experience working in finance is a plus
- Experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
- A Bachelor's degree is preferred due to future career path requirements

Required Skills: Wealth Management, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac portfolio accounting, Client Data Management, Cashiering, Money Movement, Account Opening, Cost Basis Updating, Required Minimum Distributions Tracking, CRM System Usage

Benefits: Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package., Fully paid premiums for medical/dental/vision, Fully paid premiums for short-term and long-term disability, Fully paid premiums for life insurance, 401(k): 100% company match up to 4% of your annual pay, Stock: Opportunity to purchase equity and become an owner of the firm, Paid Time Off: Starting at 20 days per year (increases with tenure), Paid Time Off: plus 10 holidays, Paid Time Off: an extra paid day off each year to do volunteer work, Career development: 100% training/certification/licensing/dues reimbursement, Career development: formal mentoring program, Parking: heavily subsidized parking (you pay $36 per month), Parking: or transit pass, Wellness reimbursement, Paid Parental leave: 12 weeks paid for all new parents, Paid sabbaticals every 10 years, Anniversary bonuses every 5 years