What are the responsibilities and job description for the Client Services Specialist position at First Tech Federal Credit Union?
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 Certified Financial Planner (CFP) 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:
This role supports advisory operations across the Beaverton / Greater Portland metro area, including time spent at:
- Cedar Hills Experience Center
- Hillsboro Corporate Office
Compensation:
- Target Compensation in Oregon:$72,000 to $91,000
- This range reflects:
- Annual base salary: $60,000 to $73,000
- 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 your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Clickhereto learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
Registered Address: 5100 NE Dawson Creek Dr, Hillsboro OR 97124
Financial Advisors offer securities throughRaymond James Financial Services, Inc.MemberFINRA/SIPCand securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc
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First Technology Federal Credit Union is an Equal Opportunity Employer. First Tech does not discriminate against any employee or applicant for employment on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state law, federal law, or local ordinance.