Investment Services Associate – Client Support & Compliance
Job in
Salem, Burke County, North Carolina, USA
Listed on 2026-08-04
Listing for:
Truliant Federal Credit Union
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Banking Operations
Job Description & How to Apply Below
Truliant Federal Credit Union is seeking a Financial Associate to support our investment program and financial advisors by coordinating meetings, processing client requests, and maintaining compliant client files. You will help move proposals, reviews, distributions, transfers, and trade orders while ensuring accurate documentation and a high level of member service.
This role emphasizes building trusted relationships, staying organized in a regulated environment, and collaborating with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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