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