Wealth Management Associate
Kenai, AK · Hybrid
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Kenai, AK · Hybrid
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Kenai, AK · Hybrid
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Kenai, AK · Hybrid
$70K - $90K/yr
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Quick apply
Kenai, AK · Hybrid
$70K - $90K/yr
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Kenai, AK · Hybrid
$70K - $90K/yr
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Quick apply
Kenai, AK · Hybrid
$70K - $90K/yr
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Kenai, AK · On-site
$70K - $90K/yr
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Kenai, AK · On-site
$70K - $90K/yr
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ... Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns ...
Eagle, AK · On-site +1
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Eagle, AK · On-site +1
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Anchorage, AK · On-site
$18.75 - $25/hr
Your work directly supports client care, clinician training, and program growth. Join a ... Associate's degree and two years progressively responsible experience related to the program ...
Anchorage, AK · On-site
$18.75 - $25/hr
Your work directly supports client care, clinician training, and program growth. Join a ... Associate's degree and two years progressively responsible experience related to the program ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Wasilla, AK · On-site
$15.75 - $21.50/hr
Superstar Veterinary Client Service Representative! Full-Time Position $16-$20 depending on ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Wasilla, AK · On-site
$15.75 - $21.50/hr
Superstar Veterinary Client Service Representative! Full-Time Position $16-$20 depending on ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
$19.9K - $25.5K
3% of jobs
$25.5K - $31.1K
1% of jobs
$31.1K - $36.7K
9% of jobs
$36.7K - $42.2K
6% of jobs
$44.2K is the 25th percentile. Wages below this are outliers.
$42.2K - $47.8K
16% of jobs
$47.8K - $53.4K
11% of jobs
The median wage is $55.4K / yr.
$53.4K - $59K
11% of jobs
$59K - $64.6K
14% of jobs
$66.1K is the 75th percentile. Wages above this are outliers.
$64.6K - $70.1K
15% of jobs
$70.1K - $75.7K
11% of jobs
$75.7K - $81.3K
3% of jobs
$19.9K
$54.9K
$81.3K
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Full-time
Posted 14 days ago
Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!
As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.
We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.
Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.
Specific responsibilities include:
Sourced by ZipRecruiter
Investment management and consulting services
51 - 200 Employees
Bellevue, WA, US
1996