2027 Summer Internship

Job Descriptions:

Are you looking for an opportunity to explore the wealth management industry? If so, our summer internship program may be the perfect fit for you!

We are now accepting internship applications for summer 2027 with our Centralized Client Service team located in Seattle and Portland.

• Washington interns will be based out of our Bellevue office, but also spend time in our other Seattle-area offices (Kirkland, Mercer Island, and Seattle)

• Portland interns will be based out of our office in NE Portland, but also spend time in our SW office as needed

• We have a hybrid work environment (in office 4 days per week)

• Hours are 7:00am - 4:00pm (with one hour for lunch) daily

• We prefer candidates who can work 40 hours per week but will consider those who can work 20-40 hours per week

• Work dates will be:

• May 17th - August 13th or

• June 21st - September 17th

• Vacations can be accommodated, allowing you to take up to 2 weeks of unpaid time off

• Pay will be $22.00 per hour.

• We offer free parking or provide a transit pass

You will contribute by:

• Serving as a liaison between clients and custodians/investment managers, including managing client information and handling cashiering and money movement requests

• Opening brokerage accounts, establishing cashiering needs, and setting up online reporting access

• Sending and receiving documents to clients, their advisors, and investment custodians

• Entering and maintaining client data and activity notes in our CRM system

Required Experience:

• Customer service experience and the desire to provide superior client service in a team-oriented environment

• Working towards a Bachelor’s degree - Preference given to candidates graduating within one year

• Interest in learning about the wealth management industry

• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint

• Strong organizational, communication, and prioritization skills

• Excellent reliability

How to Apply:

• Applications will be open for the entire month of November, all interested applicants must submit their application on or before November 30th - no exceptions.

• Applicants must submit their resume as well as a cover letter that addresses the following questions:

• Why are you interested in exploring the Wealth Management industry?

• Are you able to commute between offices? If you are not local to Portland or Seattle, what is your housing plan/accommodations for the summer?

• When will you be graduating from your college or university?

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We welcome new colleagues who value open communication and believe in creating long-term relationships. We have offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Keyword: 2027 Summer Internship

From: Coldstream Wealth Management