Client Experience Specialist - Onboarding & Service (Hybrid)
First Tech Federal Credit Union
First Tech Federal Credit Union is seeking aClient Services Associate at our Seattle hybrid Experience Center. You will support Financial Advisors, handle onboarding, and prepare materials for client meetings while maintaining precise records per FINRA/OSJ standards. Ideal candidates have at least 3 years in office administration, strong organizational skills, and experience with CRM tools such as Salesforce. Hybrid work with regular outreach and education events is expected. #J-18808-Ljbffr First Tech Federal Credit Union
Vacancy posted 4 days ago
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