Centralized Client Service Specialist

Job Description

Job Description

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

Benefits :

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 :

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.