Wealth Client Services Associate | Hybrid Role & Growth

Coldstream; Mercer Island (WA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k) match

Stock options

Paid time off

Parental leave

Mentoring program

Wellness reimbursement

Job summary

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.

Qualifications

• 1–3 years of customer service experience in a team-oriented environment.
• Interest in wealth management industry career path.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and Tamarac is a plus.
• Excellent communication with proper grammar and punctuation.
• Strong organizational and prioritization skills; ability to follow established processes.
• Bachelor’s degree preferred for career progression.

Responsibilities

• Serve as a liaison between clients and custodians/investment managers, including cashiering and money movement requests.
• Schedule and organize client meetings and prepare meeting materials.
• Coordinate the new client onboarding process: brokerage accounts, cashiering needs, and online reporting access.
• Enter client data and activity notes in CRM.

Skills

Customer service

Communication

Organization

Prioritization

Reliability

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Tamarac portfolio accounting

Job description

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.