Job Descriptions: Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you! As a Wealth Management Associate on one of our growing Bellevue teams, you will play a crucial role in ensuring that our clients receive outstanding service and support. We have a hybrid work environment - in office Tuesdays, Wednesdays, and Thursdays, 7:00am - 4:00pm minus lunch. Specific responsibilities include: + Exceptional Client Service: 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 + Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner + Preparing meeting summaries + Creating and managing post-meeting action items + Wealth Planning: Assisting the team’s Wealth Managers in producing financial plans + Client Onboarding: Overseeing and coordinating the new client onboarding process + Serve as a Resource/Mentor for CSAs: + Delegating tasks to Client Service Associates + Handling overflow money movement requests when CSAs are busy or absent Required Experience: + 2+ years of client service experience in the wealth management industry + A Bachelor’s degree (finance or related focus is preferred) + Series 65 license plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18 months (at Coldstream’s expense) + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills, including writing business correspondence with proper grammar and punctuation + Strong organizational skills and the ability to follow established processes consistently + Strong prioritization skills and the ability to manage tasks independently + Excellent reliability Keyword: Wealth Management Associate From: Coldstream Wealth Management