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Client Service Professional

Coldstream Wealth Management
Mercer Island, WA Full Time
POSTED ON 4/21/2025
AVAILABLE BEFORE 5/5/2025

Job Overview

Coldstream Wealth Management is a reputable wealth management firm dedicated to providing exceptional service and advice to affluent families and businesses.

We are seeking a skilled Client Service Associate to join our growing Mercer Island team, offering a comprehensive approach to planning and unparalleled service.

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Job openings at Coldstream Wealth Management

Financial Services Representative
Coldstream Wealth Management
Hired Organization Address Mercer Island, WA Full Time
Requirements Bachelor's degree in finance or a related field, with a strong interest in building a career in the wealth ...
Wealth Management Coordinator
Coldstream Wealth Management
Hired Organization Address Mercer Island, WA Full Time
Responsibilities Provide exceptional client service by anticipating needs, addressing concerns, and resolving issues pro...
Investment Analyst and Trader
Coldstream Wealth Management
Hired Organization Address Bellevue, WA Full Time
Job Description Job Description Are you looking for an opportunity to utilize your trading experience and advance your p...
Associate Wealth Manager
Coldstream Wealth Management
Hired Organization Address Bellevue, WA Full Time
Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative wo...
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