Client Relationship Manager

3 days ago


Bellevue, Washington, United States Coldstream Capital Management Full time
Join Our Team at Coldstream Capital Management

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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