Wealth Management AssociateUSA Jobs • Bellevue, WA, US
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Wealth Management Associate
USA Jobs • Bellevue, WA, US
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- serp_jobs.job_card.full_time
job_description.job_card.job_description2+ 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
Wealth Management Associate
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 :
Keyword : Wealth Management Associate
From : Coldstream Wealth Management
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Wealth Management Associate • Bellevue, WA, US
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