About this role
Client Services Specialist at First Technology Federal Credit Union. Location: Bellevue, Washington, United States. Role: coordinating onboarding, managing relationships, preparing materials Requirements: 3+ years investment support experience, Series 7 + Series 63 or 66 required, associate degree or equivalent experience, advanced CRM and Microsoft Office skills, strong attention to detail and client communication. Category: Finance and Accounting Seniority: Mid Level Tools: CRM platforms, financial planning software, Microsoft Office Suite Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English