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Wealth Client Services & Onboarding Specialist

Job in Beaverton, Washington County, Oregon, 97078, USA
Listing for: First Technology Federal Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services organization is seeking a Client Services Specialist to assist Financial Advisors in investment sales and service, ensuring compliance and client satisfaction. Responsibilities include managing onboarding processes, preparing client meetings, and maintaining client records. The ideal candidate should have at least three years of experience in investment support and possess strong organizational and critical thinking skills. This position offers competitive compensation and a comprehensive benefits package.
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