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Client Service Associate

Coldstream Wealth Management

Portland, ORFull-timeSeen 2mo agoSeen in employer's feed 3 days ago

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At a glance

Compensation
No compensation found
Location
Portland, OR
Schedule
Full-time
Work Authorization
Not specified

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Job overview

Coldstream Wealth Management is hiring a Client Service Associate. Coldstream Wealth Management is seeking a Client Service Associate to join their wealth management team. This role offers an opportunity to learn the Registered Investment Advisor industry and explore multiple career paths. The team, formerly Cable Hill Partners, focuses on aligning clients' financial lives with their values and delivering a high-quality client experience.

Key focus areas include Serve as a liaison between clients and custodians/investment managers, Manage client information and handle cashiering and money movement requests, and Schedule and organize client meetings.

Successful candidates bring 1-3 Years Customer Service Experience. Important skills include Superior Client Service, Microsoft Outlook, Microsoft Word, Excel, PowerPoint, and Excellent Communication Skills. Preferred (not required): Salesforce and Tamarac Portfolio Accounting.

Skills & qualifications

RequiredNice to have

Skills

Superior Client ServiceMicrosoft OutlookMicrosoft WordExcelPowerPointExcellent Communication SkillsProper GrammarPunctuationStrong Organizational SkillsFollow Established Processes ConsistentlyStrong Prioritization SkillsManage Multiple Tasks IndependentlyExcellent ReliabilitySalesforceTamarac Portfolio Accounting

Qualifications

1-3 Years Customer Service ExperienceInterest in Building a Career in Wealth ManagementExperience Working in FinanceBachelor's Degree

Full job description

Job Descriptions:

If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.

Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.

Specific responsibilities include:

  • 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 Experience:

  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)

  • Interest in building a career in the wealth management industry

  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus

  • 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

  • A Bachelor’s degree is preferred due to future career path requirements

Keyword: Client Service Associate

From: Coldstream Wealth Management

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