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Financial Services Financial Advisor

Wealth Client Experience Associate

Job in Hillsboro, Washington County, Oregon, 97104, USA
Listing for: First Technology Federal Credit Union
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 72000 - 91000 USD Yearly USD 72000.00 91000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in Hillsboro, Oregon, seeks a Client Services Specialist to support financial advisors in delivering investment products. The role involves managing client onboarding, preparing for meetings, and resolving client requests. Ideal candidates have over three years of experience, strong organizational skills, and expert knowledge of investment products. The position offers a competitive salary range of $72,000 to $91,000, along with benefits such as 401K matching and medical coverage.
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Position Requirements
10+ Years work experience
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