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Coastal Credit Union

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  • 1 day ago

    Wealth Management Coordinator

    Coastal Credit Union - Raleigh, NC, United States
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    Job Title: Wealth Management Coordinator Position Location: Raleigh, NC. Hybrid Position, must live locally. Job Summary: The Wealth Management Coordinator provides operations and marketing support to our wealth management department and exceptional customer service to our clients and customers. As a key contributor to the Coastal team, your responsibilities will be: (40%) Serving as the communication liaison (electronic, phone, mail, WebEx setup, etc.) between the financial advisors and ...

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