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Investment Services Associate — Client Concierge

Listing for: Navy Federal Credit Union
Full Time position Listed on 2026-11-09
Job specializations:
  • Customer Service/HelpDesk
    Banking & Finance
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 42000 - 65000 USD Yearly USD 42000.00 65000.00 YEAR

Job Description & How to Apply Below

Navy Federal Credit Union is seeking an energetic administrative support professional to assist NFIS phone operations, digital chat, and Financial Advisors. You will handle member inquiries, verify identities, and resolve issues while ensuring compliance with regulations and internal policies.

As part of NFIS, you will help maintain strong client relationships, manage referrals and appointments, and support ongoing marketing and service initiatives.

Are you ready to take on the Investment Services Associate — Client Concierge role at Navy Federal Credit Union?

This role, Investment Services Associate — Client Concierge at Navy Federal Credit Union, could be your next opportunity.

We would love to welcome a new Investment Services Associate — Client Concierge to our group in Pensacola, FL, United States.

For the Investment Services Associate — Client Concierge position at Navy Federal Credit Union, we are reviewing applications now.

Position Requirements

10+ Years work experience
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