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 in investment support or client-facing roles; Series 7 and Series 63 or 66 required; Associate's degree or equivalent experience; advanced CRM and Microsoft Office proficiency; strong communication and attention to detail. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Microsoft Office Suite Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English