Investment Services Coordinator
Everwise Credit Union
About this role
The Investment Services Coordinator supports the Wealth Management team by providing administrative and service support to ensure smooth client management and efficient team operations. The role involves assisting with client communication, preparing account documentation, and maintaining accurate client records to help strengthen client relationships and enable the advisors' work.
Skills
Qualifications
About Everwise Credit Union
everwisecu.comEverwise Credit Union in Northern IN and Southwest MI offers various account and loan products, including credit cards, mortgages and more. Explore online.
Recent company news
Building Indiana BusinessEverwise Credit Union Welcomes Kyle Pierce as VP, Information Security
Dec 17, 2025
GreatNews.LifeEverwise Credit Union launches new checking account program
Jul 23, 2025
American BankerEverwise Credit Union is overhauling CRM tech with Creatio
Sep 3, 2025
Auto Finance NewsInside Corporate One FCU’s $335M multi-seller auto ABS
1 month ago
CUTimesThree Midwest Credit Unions Issue $323 Million in Auto Securities
1 month ago
About Everwise Credit Union
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Everwise Credit Union.
Salary
$62k – $83k
per year