Job Information
First Tech Fed Credit Union Client Services Specialist in Bellevue, Washington
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. 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 Experience & 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: FINRASeries 7 + Series 63 or 66 (or equivalent) required Associate's level degree or equivalent relevant work experience required Location: Downtown Bellevue Experience Center - Bellevue WA 98004 This role supports advisory operations across the Bellevue area, including time spent at: Downtown Bellevue Experience Center Ridgepointe Experience Center Compensation: Target Compensation in Washington:$92,000 to 96,800 This range reflects: Annual base salary: $80,168 Annual incentive plan: $12,000 to $18,000, based on current production Benefits: Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Paid Time Off: You'll accrue up to 15 vacation days in y