Centralized Client Service Associate

Are you looking for an opportunity to assist wealth management teams with projects, training resources, and Salesforce (CRM) enhancements? A behind-the-scenes position creating efficiencies and lending support to client-facing team members? If so, our Centralized Client Service Specialist position may be the perfect fit for you!

Our team is based out of our Bellevue office, but we often spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle). We have a hybrid work environment (in office two days a week, unless there are meetings that require us to come in additional days) and work 7:00am - 4:00pm minus lunch daily.

Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. For more on Coldstream, please visit www.coldstream.com.

The CCS Specialist reports to the Director of Client Service.

Specific responsibilities include:

• Assist with onboarding and training new team members in software programs managed by CCS, including Salesforce, Calendly, DocuSign, Fidelity’s Wealthscape, Schwab Advisor Center, and Sharefile
• Recommend and implement best practices regarding systems and processes to maximize efficiency and consistency, reduce errors, and maintain high quality of information
• Facilitate CCS team meetings and cross-departmental meetings, including drafting agendas and creating and presenting PowerPoint presentations
• Collaborate with other departments to complete projects that impact the larger client service group across our 11 wealth management teams, such as:
  • Investigating and documenting custodian updates and technology enhancements
  • Updating CRM processes
  • Documenting best practices
  • Creating and distributing training materials in writing, video, or live meetings
• Assist with the administrative aspects of alternative investments
• Serve as subject matter expert regarding client service processes and best practices, including answering ongoing questions, troubleshooting, resolving issues, providing guidance regarding complex scenarios, and ensuring consistency across all wealth management teams

• 2+ years of client service experience in the wealth management industry (preferably in an RIA)
• Experience with Salesforce CRM and/or Tamarac is strongly preferred; Fidelity and/or Schwab experience is a plus
• A Bachelor’s degree
• Excellent communication, facilitation, and organizational skills
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• • Excel proficiency to include pivot tables, lookups, and conditional formulas; experience with data cleaning and analysis is a plus at hire but will be expected within 6 months.
  • Microsoft Office Specialist: Excel (Associate/Expert) is valued but not required at hire; we encourage and support pursuit of this certification and will require it within 12 months (or equivalent in-house Excel training)
• Experience with Salesforce CRM and/or Tamarac is strongly preferred; Fidelity and/or Schwab experience is a plus
• • Preferred Salesforce experience includes updating records, running reports, and building dashboards; familiarity with data quality best practices is a plus.
  • Within 3 months, you will be expected to achieve "Adventurer" Rank in Salesforce
  • Salesforce Administrator certification is valued but not required at hire; this will be expected within 18 months (or demonstrate equivalent hands-on experience by building reports, dashboards, and maintaining data quality in Salesforce)

As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base salary plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and 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: 16-26 days per year - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program
• Parking: Heavily subsidized parking or transit pass
• Wellness reimbursement
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $65k and $75k, plus an annual bonus and a generous benefits package.

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

From: Coldstream Wealth Management