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Investment Services Pro – Client Solutions
Job in
Hauppauge, Suffolk County, New York, 11788, USA
Listed on 2026-01-09
Listing for:
Teachers Federal Credit Union
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial institution in Hauppauge is seeking an Investment Services Support Specialist to assist investment advisors in servicing accounts and responding to customer requests. This full-time position requires a High School diploma, with a preference for a Bachelor's degree and three years of relevant experience in the investment services industry. Responsibilities include processing transactions and maintaining compliance. Attractive benefits include an annual bonus, paid time off, and a 401(k) company contribution.
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