Senior Client Service Associate

Client Service Associate Role

Providing exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. A contributing factor to our success is our unique team structure. We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for "investing with vision, passion, and purpose," with a focus on both client service and community commitment. In July of 2024 Arnerich Massena merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA.

The Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients.

Specific responsibilities include :

• Prepare and process documentation related to client onboarding and maintenance :
• Open brokerage accounts, establish cashiering needs, set up online reporting access
• Update cost basis, track required minimum distributions, reconcile account information
• Send and receive documents to and from clients, their advisors, and investment custodians
• Log all activities in the firm's CRM in a timely and accurate manner.
• Serve as a liaison between clients and custodians / investment managers, including managing client information and handling all cashiering and money movement requests
• Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
• May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
• Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
• May perform calendaring functions with both internal teams and external clients, prospects and COIs.

Required Experience :

Keyword : Client Service Associate From : Coldstream Wealth Management