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Wealth Management Client Services & Onboarding Associate
Remote / Online - Candidates ideally in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-28
Seattle, King County, Washington, 98127, USA
Listing for:
Coldstream Wealth Management
Full Time, Remote/Work from Home
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Coldstream Wealth Management in Seattle, WA seeks a Client Service Associate to support clients and the day-to-day operations of the wealth management team, gaining hands-on experience in the Registered Investment Advisor industry.
This role is hybrid with in-office Tuesdays and Wednesdays (7:00am–4:00pm) and remote work on other days, ideal for someone with professional office experience building a long-term career.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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