Client & Investment Support Specialist
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-01
Listing for:
First Tech Federal Credit Union
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial institution is seeking a Client Services Specialist to support Financial Advisors in investment product delivery and ensure high standards of client service. Responsibilities include managing onboarding processes, resolving service issues, and organizing client engagements. Candidates should have a minimum of three years in investment support and possess Series 7 and 63 or 66 licenses. This role is located in Bellevue, WA, with a compensation range of $92,000 to $96,800.
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