Client Success Specialist

4 days ago


Bellevue, Washington, United States Coldstream Wealth Management Full time
About Us

Coldstream is an employee-owned, independently-operated wealth management firm with 26 years of experience earning the trust of affluent families and businesses. We offer a comprehensive approach to planning, unparalleled advice, and exceptional service. Our collaborative culture values open communication and life-long relationships. Join us as we continue to grow and expand our services across Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska.



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