Wealth-Management Client Service Associate | Hybrid & Growth
Remote / Online - Candidates ideally in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-16
Bellevue, King County, Washington, 98009, USA
Listing for:
Coldstream Wealth Management
Full Time, Remote/Work from Home
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Coldstream Wealth Management seeks a Client Service Associate in Bellevue to support client relationships, onboarding, and daily wealth-management operations. The role blends office collaboration with remote work, with in-office days Tue–Thu and remote Mon/Fri.
You will coordinate meetings, manage cashiering requests, and assist with onboarding and reporting access while leveraging CRM tools and strong communication skills. This is an entry-to-mid level opportunity in a growing team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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