Wealth Management Client Services Specialist
First Tech Federal Credit Union
First Tech Federal Credit Union, Addison Avenue Investment Services, is seeking an experienced Client Services Specialist to support a high-quality financial advisor team in Bellevue. You will help manage client relationships, workflows, and operational excellence across the full client lifecycle. Responsibilities include onboarding, materials preparation, data maintenance in planning software, trade facilitation, and service delivery aligned with advisor recommendations. #J-18808-Ljbffr First Tech Federal Credit Union
Vacancy posted 1 day ago
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