Wealth Management Client Services Specialist
Job in
Hillsboro, Washington County, Oregon, 97104, USA
Listed on 2026-07-09
Listing for:
First Tech Federal Credit Union
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
First Tech Federal Credit Union is seeking an experienced Client Services Specialist to support their Financial Advisor Team in Hillsboro, Oregon. The ideal candidate will excel in managing client relationships and workflow operations while ensuring compliance and a strong client-focused approach.
This role requires investment support experience and the ability to thrive in a fast-paced wealth management environment. Exceptional communication skills and a detail-oriented mindset are crucial for success.
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