Investment Services Associate — Frontline Client
Listed on 2026-10-20
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Finance & Banking
Banking & Finance, Financial Sales, Business Administration
OnPoint Community Credit Union is seeking an Investment Services Associate to support the Investment Services department with administration and operational tasks. You will handle client interactions, schedule appointments, process documents, and help drive new client acquisition while complying with industry rules.
The role requires strong computer skills, excellent communication, and the ability to collaborate with team members and branch staff to refer clients to WMIS.
As a Investment Services Associate — Frontline Client Growth, you will play an important part at OnPoint Community Credit Union in Portland, OR, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Portland, OR, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 42.000 - 70.000.
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