Wealth Management Client Service Associate - Hybrid
Listed on 2026-10-18
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Finance & Banking
Wealth Management
Coldstream Wealth Management is seeking a Client Service Associate to join one of our largest wealth management teams. The role involves client service, onboarding, data entry, and coordination with custodians, teams, and advisors.
The position is based in Mercer Island with a hybrid work model, requiring in-office presence on Tuesdays and Thursdays, 8:00–5:00. A Bachelor's degree is preferred and 1–3 years of customer service experience is ideal.
Join us at Coldstream Wealth Management as our next Wealth Management Client Service Associate - Hybrid in Washington, DC, United States.
The position is based in Washington, DC, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 60.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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