What are the responsibilities and job description for the Financial Services Representative position at Coldstream Wealth Management?
Requirements
- Bachelor's degree in finance or a related field, with a strong interest in building a career in the wealth management industry.
- Previous client service experience in an office environment, preferably in financial services.
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint, with experience in Salesforce CRM and/or Tamarac portfolio management (or similar systems) a plus.
- Excellent written and verbal communication skills, including the ability to write business correspondence with proper grammar and punctuation.
The successful candidate will be a team player who thrives in a small-company environment, values open communication, and believes in trusting, life-long relationships.
