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Client Services Specialist

First Tech Credit Union
San Diego, CA Full Time
POSTED ON 1/17/2025 CLOSED ON 1/24/2025

What are the responsibilities and job description for the Client Services Specialist position at First Tech Credit Union?

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

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