Wealth Client Services Specialist
First Tech Federal Credit Union
First Tech Federal Credit Union, through its Addison Avenue Investment Services division, seeks an experienced Client Services Specialist to support a premier Financial Advisor Team and manage a robust client lifecycle. You will help onboard clients, coordinate investments, and ensure operational excellence within a fast-paced wealth management environment. You will collaborate with the Financial Advisor, maintain client records, prepare meeting materials, and drive client engagement, while #J-18808-Ljbffr First Tech Federal Credit Union
Vacancy posted 3 days ago
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