Summer Internship

We work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestyle goals important to our clients. We only hire team players: people who are the best and brightest at what they do and always put our clients'success first.

Are you looking for an opportunity to explore the wealth management industry? If so, our summer internship program may be the perfect fit for you!

We are now accepting internship applications for summer 2027 with our Centralized Client Service team located in Seattle and Portland.

• Washington interns will be based out of our Bellevue office, but also spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle)
• Portland interns will be based out of our office in NE Portland, but also spend time in our SW office as needed
• We have a hybrid work environment (in office 4 days per week)
• Hours are 7:00am - 4:00pm (with one hour for lunch) daily
• We prefer candidates who can work 40 hours per week but will consider those who can work 20-40 hours per week
• Work dates will be:
  • May 17 th
    - August 13 th or
  • June 21 st
    - September 17 th
  • Vacations can be accommodated, allowing you to take up to 2 weeks of unpaid time off
• Pay will be $22.00 per hour.
• We offer free parking or provide a transit pass

You will contribute by:

• Serving as a liaison between clients and custodians/investment managers, including managing client information and handling cashiering and money movement requests
• Opening brokerage accounts, establishing cashiering needs, and setting up online reporting access
• Sending and receiving documents to clients, their advisors, and investment custodians
• Entering and maintaining client data and activity notes in our CRM system

• Customer service experience and the desire to provide superior client service in a team-oriented environment
• Working towards a Bachelor’s degree
  - Preference given to candidates graduating within one year
• Interest in learning about the wealth management industry
• Proficiency with Microsoft Outlook, Word, Excel, and Power Point
• Strong organizational, communication, and prioritization skills
• Excellent reliability

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We welcome new colleagues who value open communication and believe in creating long-term relationships. We have offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit  .

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.