Client Service Associate at Maps Credit Union · Salem, OR · Joined
MU
Client Service Associate
Maps Credit Union · Salem, OR · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
$28–$32/hrListed
Workplace
On-site
Job type
Full-time
Level
Middle
Team: Wealth Management · Source: jobright · Posted by joined-scrapper
About the role
Maps Credit Union is hiring a Client Service Associate for its Wealth Management team to handle investment transactions, client onboarding, and advisor support while ensuring regulatory compliance. The role requires financial services experience, FINRA/SIE/insurance licenses, and strong communication and organizational skills.
What you’ll do
Deliver exceptional member service
Process investment-related transactions
Support client onboarding
Support financial advisors
Maintain regulatory compliance
Contribute to branch and strategic initiatives
What you’ll need
Associate's degree or equivalent combination of education and experience
2+ years of direct investment or related financial services experience
Clean FINRA record
Valid driver's license and bondable
FINRA Series 6/7 and 63/66 licenses (active not required; employer support available)
SIE License and Oregon Life and Health Insurance Licenses
Original job description
Maps Credit Union is seeking a professional and service-driven Client Service Associate to join its Wealth Management team. The role delivers exceptional member service, processes investment-related transactions, supports client onboarding and financial advisors, and maintains regulatory compliance while contributing to branch and strategic initiatives.…