Wealth Client Services Associate
Job in
Herndon, Fairfax County, Virginia, 22070, USA
Listed on 2026-06-28
Listing for:
Northwest Federal Credit Union
Full Time
position Listed on 2026-06-28
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Northwest Federal Credit Union is seeking a Client Service Associate I to enhance the client experience by servicing clients' needs and providing administrative support to Wealth/Financial Advisors. The role includes preparing account applications, answering client calls, and scheduling reviews.
Candidates should have a Bachelor's degree in a Business-related field and at least 2 years of experience in the investment industry. Strong customer service skills and the ability to work independently are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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