Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate on one of our largest teams, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located in Portland with working hours from 8:00 am - 5:00 pm. We have a hybrid work environment with the ability to work from home on Fridays.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In July 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a CSA position.
Specific responsibilities include:
Required experience:
Senior Client Service Associate • Portland, OR, US
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