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Client Service Associate
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- If you’re interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams!
- As a Client Service Associate with a large, energetic team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.
- Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years.
- Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska.
- Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
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