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Wealth Management Support Specialist

Job in South Bend, St. Joseph County, Indiana, 46626, USA
Listing for: Everwise Credit Union
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A community-oriented financial institution in South Bend, Indiana is seeking an Investment Services Coordinator to support the Wealth Management team. This role involves assisting Financial Advisors with client account management, document preparation, and providing exceptional customer service. Candidates should possess strong communication skills, a high school diploma, and preferably a bachelor's degree in finance or business. The position demands attention to detail and the ability to thrive in a fast-paced environment.
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