Investment Services Coordinator Compliance

Community First Credit Union seeks an Investment Coordinator to work with branch teams and the Community First Financial Advisor group, enhancing member service on investments. You’ll handle referrals, appointments, and ensure regulatory compliance while supporting a fast-paced, team-driven environment.

The role emphasizes servicing and processing activities, with a strong focus on member experience and collaboration with advisors in a disciplined financial services setting.

Step into the Investment Services Coordinator:
Growth & Compliance role at Community First Credit Union in Appleton, WI, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Appleton, WI, United States.

This opportunity is part of our work in Finance, Management & Operations.