Jobs and Careers
FI
Client Services Specialist
First Tech Federal Credit UnionUnited Statesfull_timeVerifiedPosted 2 Jul 2026
💰 $102,000/yr($22,000/yr – $102,000/yr)
About the role
Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business.
This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected 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, high‑net‑worth 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 long‑term 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 less‑experienced 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 follow‑through
- 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
Benefits:
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% p
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