• Client Service Associate

    Coldstream Wealth Management (Mercer Island, WA)
    …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus...a finance or related focus is strongly preferred Keyword: Client Service Associate From: Coldstream… more
    Coldstream Wealth Management (07/12/25)
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  • Client Service Associate

    Coldstream Wealth Management (Seattle, WA)
    …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the ... Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus...an annual bonus and a generous benefits package. Keyword: Client Service Associate From: Coldstream… more
    Coldstream Wealth Management (06/25/25)
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  • Associate Portfolio Manager

    BMO Financial Group (Scottsdale, AZ)
    …works directly with 6-10 different Portfolio Managers to manage the execution of client investment strategies using Tamarac . This involves helping to facilitate ... An Associate Portfolio Manager (APM) at Stoker Ostler Wealth...to multi-task and meet deadlines + Positive personality + Tamarac experience a plus + Interest in CFA a… more
    BMO Financial Group (07/26/25)
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