Wealth Management Client Service Associate - Hybrid Path
Listed on 2026-10-18
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Customer Service/HelpDesk
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Finance & Banking
Coldstream is hiring a Client Service Associate in Bellevue, WA. You’ll support the wealth management team, managing client data, scheduling meetings, and onboarding new clients. The role offers growth paths within the Registered Investment Advisor space.
Expect 1-3 years in customer service, strong communication, and proficiency with MS Office;
Salesforce/Tamarac knowledge is a plus. Hybrid schedule with 2-3 days in office and training approx 4-5 days/week.
For the Wealth Management Client Service Associate
- Hybrid Path position at Coldstream, we are reviewing applications now.
Our organisation is growing, and we are hiring a Wealth Management Client Service Associate
- Hybrid Path in Bellevue, WA, United States.
This position is for the Wealth Management Client Service Associate
- Hybrid Path role at Coldstream.
We are seeking a motivated Wealth Management Client Service Associate
- Hybrid Path to join Coldstream in Bellevue, WA, United States.
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