Client Relationship Manager
3 days ago
Are you looking for a challenging and rewarding career in financial services? Do you thrive in a fast-paced environment where no two days are the same?
Coldstream Capital Management offers an exciting opportunity as a Senior Client Service Associate. Our ideal candidate will have:
- 2-5+ years of client service experience in the wealth management industry.
- Bachelor's degree in finance or business administration (preferred).
- FINRA Series 65 license (strongly preferred) or willingness to obtain within 12 months.
As a member of our team, you can expect:
- A competitive salary of $60,000 - $80,000 per year.
- Opportunities for professional growth and development.
- A collaborative and dynamic work environment.
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Client Relationship Specialist
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Customer Relationship Specialist
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Client Relations Manager
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Client Engagement Associate
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Client Success Manager
6 days ago
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Client Experience Manager
3 days ago
Bellevue, Washington, United States Coldstream Capital Management Full timeAbout the RoleWe estimate the salary for this position to be around $60,000 - $80,000 per year, depending on experience. As a Senior Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.
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Client Support Specialist
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Customer Relationship Manager
4 weeks ago
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Client Experience Specialist
3 days ago
Bellevue, Washington, United States Coldstream Capital Management Full timeBecome a Key Player in Client SuccessColdstream Capital Management is seeking a Client Experience Specialist to join our team. As a Client Experience Specialist, you will be responsible for delivering exceptional service and support to our clients.We offer a collaborative and supportive work environment that values work-life integration. Our team members...
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Client Success Expert
4 weeks ago
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