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Client Education & Financial Services Associate

tampa, fl • Posted 1 weeks ago
Onsite Full Time Finance

Suncoast Credit Union in Tampa seeks a Service Associate to provide superior service and financial education to member clients. You will manage calendars, schedule appointments, assist with technology adoption, and process paperwork across retirement and investment platforms.

The ideal candidate has 3+ years in financial services, SIE/FINRA (or pending), and a Florida Life Insurance license (or plan to obtain within 6 months). This is an on-site, full-time position with a Monday–Friday schedule.

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