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    Description The Client Services Specialist 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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    Description The Client Services Specialist 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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    Description The Client Services Specialist 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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    Description The Client Services Specialist 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...


  • Hillsboro, OR, United States First Tech Federal Credit Union Full time

    Description The Client Services Specialist 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...


  • Hillsboro, OR, United States First Tech Federal Credit Union Full time

    Description The Client Services Specialist 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...


  • Hillsboro, OR, United States First Tech Federal Credit Union Full time

    Description The Client Services Specialist 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...


  • Hillsboro, OR, United States First Tech Federal Credit Union Full time

    Description The Client Services Specialist 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...


  • Hillsboro, OR, United States First Tech Federal Credit Union Full time

    Description The Client Services Specialist 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...


  • Hillsboro, OR, United States First Tech Federal Credit Union Full time

    Description The Client Services Specialist 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...

Client Services Specialist

2 weeks ago


Hillsboro, OR, United States First Tech Credit Union Full time

The Client Services Specialist 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 Client Service, Specialist, Financial Planning, Financial Advisor, Social Media, Investment, Banking, Business Services