About this role
Client Service Associate at Coldstream Wealth Management. Location: Bellevue, Washington, United States. Role: serving clients, scheduling meetings, managing onboarding Requirements: 1-3 years customer service experience, interest in wealth management, proficiency with Microsoft Office, Salesforce/Tamarac a plus, strong communication and organizational skills; bachelor’s degree preferred. Category: Finance Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac Commitment: Full Time Workplace: Hybrid Languages: English