Client Services Associate

First Tech Federal Credit Union; Seattle (WA); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

First Tech Federal Credit Union is seeking aClient Services Associate at our Seattle hybrid Experience Center. You will support Financial Advisors, handle onboarding, and prepare materials for client meetings while maintaining precise records per FINRA/OSJ standards.

Ideal candidates have at least 3 years in office administration, strong organizational skills, and experience with CRM tools such as Salesforce. Hybrid work with regular outreach and education events is expected.

Qualifications

• Minimum 3 years in office administration or similar role.
• Experience following defined processes and procedures.
• Strong written and verbal communication skills.

Responsibilities

• Fulfill client requests and resolve service issues; log interactions in CRM.
• Oversee and manage the client onboarding process.
• Prepare documents and presentations for client meetings.
• Organize and attend appreciation and education events.

Skills

CRM experience

Microsoft Office

Strong communication

Time management

Discretion and privacy

Organizational skills

Tools

Salesforce

Job description

Job Duties

• Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
• Oversee and manage new client onboarding process
• Prepare key documents and presentations for client meetings
• Organize and attend all appreciation and education events
• Track and contact all new leads from referrals or educational opportunities
• Utilize workflows to coordinate service activities and delegate appropriate tasks to team members
• Support Financial Advisors activities to provide education and appreciation to Experience Center partners
• Generate and manage Client Experience Plan via TouchPoint Management
• Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client outreach efforts in alignment with Client Experience Plan
• Execute administrative & operational tasks, as assigned
• Minimum 3 years' experience in office administration; preferably in a compliance or service focused role
• Experience completing work/tasks in accordance with specific processes and procedures
• Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy
• Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines
• Proven skills and commitment in meeting or exceeding member expectations and requirements
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders
• Ability to problem solve effectively, with strong critical thinking skills
• Ability to work autonomously with proven decision-making skills and sound judgment
• Working knowledge of Microsoft Office Suite
• Familiarity with CRM software (such as Salesforce) and financial planning software preferred
• Certification/License: SIE preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent).

Location: South Lake Union Experience Center - Seattle WA 98121 (Location may change to another registered address) (HYBRID)

Target Compensation: $24.86 to $29.88 per hour + annual bonus

Description

The Client Services Associate is an entry level position that supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.

Here's what you can expect from the job and what you need to be successful:

Job Duties

• Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
• Oversee and manage new client onboarding process
• Prepare key documents and presentations for client meetings
• Organize and attend all appreciation and education events
• Track and contact all new leads from referrals or educational opportunities
• Utilize workflows to coordinate service activities and delegate appropriate tasks to team members
• Support Financial Advisors activities to provide education and appreciation to Experience Center partners
• Generate and manage Client Experience Plan via TouchPoint Management
• Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client outreach efforts in alignment with Client Experience Plan
• Execute administrative & operational tasks, as assigned

Essential Skills

• Minimum 3 years' experience in office administration; preferably in a compliance or service focused role
• Experience completing work/tasks in accordance with specific processes and procedures
• Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy
• Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines
• Proven skills and commitment in meeting or exceeding member expectations and requirements
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders
• Ability to problem solve effectively, with strong critical thinking skills
• Ability to work autonomously with proven decision-making skills and sound judgment
• Working knowledge of Microsoft Office Suite
• Familiarity with CRM software (such as Salesforce) and financial planning software preferred
• Certification/License: SIE preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent).

Location: South Lake Union Experience Center - Seattle WA 98121 (Location may change to another registered address) (HYBRID)

Target Compensation: $24.86 to $29.88 per hour + annual bonus

Who We Are

What makes First Tech different?

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 [e-mail] 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.