Client Services Specialist

Description Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a wellestablished Financial Advisor Team with a longstanding, highquality book of business. This role is ideal for a detailoriented, clientfocused professional who thrives in a fastpaced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, wellrespected investment program. You will act as a key partner to the Financial Advisor, helping manage client relationships, workflows, and operational excellence across the full client lifecycle. Here's what you can expect from the job and what you need to be successful: What You'll Do: Client Service & Relationship Support Coordinate and oversee the client onboarding process, including more complex, highnetworth relationships, while adhering to all compliance standards Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM Communicate regularly with clients via phone, email, mail, and digital channels to support review meetings, events, educational outreach, and client engagement initiatives Investment & Planning Support Prepare materials, reports, and presentations for client meetings Input and maintain client data within financial planning software, including goals, asset allocation, budgeting, savings strategies, and longterm planning assumptions Facilitate trade execution and investment transactions per advisor direction and firm policy Discuss investment products and strategies in alignment with advisor recommendations, client risk tolerance, and stated objectives Operational Excellence & Compliance Maintain organized, compliant client records consistent with FINRA, OSJ, and Insurance Agency requirements Utilize workflows and task management tools to coordinate service activities and ensure deadlines are met Generate and manage client experience plans and touchpoint tracking Execute administrative and operational duties that support the overall success of the advisory practice Business Development & Team Support Track and follow up on new leads from referrals, educational events, and outreach efforts Support appreciation and educational events for clients and credit union partners Provide occasional mentorship, training, or onboarding support to new or lessexperienced associates Essential Skills: Minimum 3 years' experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company Strong understanding of investment products, advisory workflows, and client service best practices Advanced experience with CRM platforms and financial planning software preferred Exceptional attention to detail, organization, and followthrough Ability to manage multiple priorities, meet deadlines, and exercise sound judgment independently Professional communication skills with the discretion required for sensitive financial matters Expert proficiency with Microsoft Office Suite Licensing & Education: FINRA Series 7 + Series 63 or 66 (or equivalent) required Associate's level degree or equivalent relevant work experience required Location: Ridgepointe Experience Center | Bellevue WA 98007 Compensation: Target Compensation in Washington: $96,000 to $102,000 This range reflects: Annual base salary: $80,168 Annual incentive plan: $16,000 to $22,000, based on current production Who We Are: What makes First Tech different? Click here to learn more! Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life. Employees are eligible for: Traditional medical, dental, and vision coverage Generous 401(k) match Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually Paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria) Employment Statements: First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to View email address on click.appcast.io and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. First Tech is not currently offering Visa transfer/sponsorship for this position. #J-18808-Ljbffr Digital Federal Credit Union