Client Service Associate

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