Wealth Management Client Services Associate
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Services
Coldstream Wealth Management on Mercer Island offers a Client Service Associate role in a hybrid setting, with in-office Tuesdays and Thursdays. You will support clients and advisors, coordinate onboarding, and manage reporting, with growth opportunities in a collaborative wealth management team.
The position emphasizes client service, cross-functional collaboration, and utilization of Salesforce/Tamarac, with base pay in the $60k–$70k range plus bonus and benefits.
As a Wealth Management Client Services Associate, you will play an important part at Coldstream Wealth Management in Mercer Island, WA, United States.
This posting is for the Wealth Management Client Services Associate role at Coldstream Wealth Management, based in Mercer Island, WA, United States.
We are looking to fill the Wealth Management Client Services Associate position at Coldstream Wealth Management in Mercer Island, WA, United States.
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