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Wealth Management Client Services Specialist
Job in
Hillsboro, Washington County, Oregon, 97104, USA
Listed on 2026-07-08
Listing for:
First Technology Federal Credit Union
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
First Technology Federal Credit Union is looking for an experienced Client Services Specialist to join their team in Hillsboro, Oregon. The ideal candidate will support a Financial Advisor Team and manage client relationships while ensuring operational excellence.
With a minimum of 3 years in investment support and a strong understanding of investment products, this role involves coordinating client onboarding and preparing meeting materials. The position offers competitive compensation and a range of benefits including medical coverage and a 401K plan.
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