Wealth Client Services Associate
Mercer Island, King County, Washington, 98040, USA
Listed on 2026-10-07
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Finance & Banking
Coldstream is seeking a Client Service Associate in Mercer Island to grow your career in financial services and deliver exceptional client service aboard a respected wealth management team.
You will work with experienced professionals, handle client onboarding, meetings, and data entry in our CRM, with a hybrid schedule (in-office Tuesdays and Thursdays 8:00–5:00). The role offers competitive pay and a comprehensive benefits package.
Step into the Wealth Client Services Associate | Hybrid Role & Growth role at Coldstream in Mercer Island, WA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Mercer Island, WA, United States.
This opportunity is part of our work in Sales.
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