Client Onboarding & Experience Specialist
First Tech Federal Credit Union
First Tech Federal Credit Union is seeking a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales and service of investment products at our Bellevue-based Experience Center. You will onboard new clients, prepare meeting materials, manage CRM interactions, and coordinate service tasks while upholding FINRA/OSJ/regulatory standards. A minimum of 1 year in investment support or similar client-facing role is required. #J-18808-Ljbffr First Tech Federal Credit Union
Vacancy posted 2 days ago
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