Job Descriptions: Are you looking to launch a career in wealth management with a firm that values client satisfaction? Then Coldstream has a fantastic opportunity on our Kirkland team. The CSA’s specific responsibilities include: + Exceptional Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly. + Serving as a liaison between clients and custodians/investment managers, + Managing client information + Handling all cashiering and money movement requests + Client Meetings: Scheduling and organizing client meetings and proactively preparing meeting materials in advance + Client Onboarding: Facilitating 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 + Documentation Excellence: Maintaining accurate client records and managing documentation with a keen eye for detail. Entering and maintaining client data and activity notes in our CRM system Required Experience: We are looking for a candidate who has: + Client service experience in an office environment and the desire to work in a team-oriented, small-company environment + A Bachelor’s degree (finance or related focus is preferred) + Interest in building a career in the wealth management industry + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint + Excellent communication skills, including writing business correspondence with proper grammar and punctuation + Strong organizational and prioritization skills and the ability to follow established processes consistently + Excellent reliability (hours are 7 AM to 4 PM, in office Monday through Thursday with the option to work remote on Fridays) Keyword: Client Service Associate From: Coldstream Wealth Management