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Wealth Client Services Specialist
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-14
Listing for:
First Tech Federal Credit Union
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
First Tech Federal Credit Union, through its Addison Avenue Investment Services division, seeks an experienced Client Services Specialist to support a premier Financial Advisor Team and manage a robust client lifecycle. You will help onboard clients, coordinate investments, and ensure operational excellence within a fast-paced wealth management environment.
You will collaborate with the Financial Advisor, maintain client records, prepare meeting materials, and drive client engagement, while
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