Investment Services Specialist
3 weeks ago
We are seeking an experienced Investment Services Specialist to join our team at First Tech Credit Union. In this role, you will play a critical part in supporting our Financial Advisors in delivering outstanding service and client engagement.
">">Key Responsibilities:
- Market and prospect new business opportunities
- Support the development of customized investment plans for clients
- Provide exceptional service and support to clients and Financial Advisors
Compensation and Benefits: We offer a competitive salary range of $65,000 - $85,000 per year, plus a comprehensive benefits package, including medical, dental, and vision coverage.
About Our Company: First Tech Credit Union is a mission-driven organization dedicated to serving the financial needs of our members and communities.
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Investment Support Specialist
3 weeks ago
Hillsboro, United States First Technology Federal Credit Union Full timeThe Client Services Associate II role at First Tech Federal Credit Union offers a unique opportunity for a motivated and detail-oriented individual to support the Financial Advisor(s) in the prospecting, marketing, sales, and service of investment products. With a focus on delivering exceptional client experiences, this position is perfect for someone who...
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Customer Service Specialist
1 week ago
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Technical Services Specialist 3
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Automotive Service Specialist
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Customer Experience Specialist
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Service Excellence Specialist
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Support Care Specialist
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Electronics Field Service Specialist
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Customer Service Specialist
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Data Center Support Specialist
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Field Service Specialist
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Customer Service Specialist
4 months ago
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Hillsboro, Oregon, United States AMN Healthcare Allied Full timeAbout the RoleAMN Healthcare Allied is partnering with a top school district in Northwest, Oregon to hire a Therapeutic Services Specialist. This specialist will provide counseling services to students of all ages, focusing on Individualized Education Plans (IEPs) and regular student population.Educational Background and QualificationsA Master's or Doctoral...
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Client Services Associate IV
1 month ago
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Software Development Engineer 3 Specialist
1 week ago
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Cleanliness Specialist
1 week ago
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Client Services Associate II
3 weeks ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescriptionThe Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.Here's what you can expect from the job and what you need to be successful:Job Duties:Oversee and manage new client onboarding...
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Customer Care Specialist
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Client Services Associate II
3 weeks ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescription The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties: Oversee and manage new client onboarding...