Client Services Associate II

First Tech Federal Credit Union; Hillsboro (OR); Sur place; USD 38 000 - 45 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Résumé du poste

First Tech Federal Credit Union in Hillsboro, OR, is seeking a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales and service of investment products while ensuring high levels of client engagement.

You will manage onboarding, prepare meeting documents, fulfill client requests, maintain CRM, and coordinate outreach across channels to strengthen client relationships and education initiatives.

Qualifications

• Minimum 1 year experience in investment support or administration or similar client-facing role.
• Experience following defined processes and procedures.
• Ability to protect privacy and handle sensitive information.
• Excellent organizational skills with attention to detail and deadlines.
• Proven ability to meet member expectations and build credibility with stakeholders.
• Ability to problem-solve with strong critical-thinking skills.
• Ability to work autonomously with sound judgment.
• Familiarity with CRM and financial planning software preferred.

Responsabilités

• Oversee and manage onboarding of new clients.
• Prepare documents and presentations for client meetings.
• Fulfill client requests and resolve service issues updating CRM.
• Coordinate service activities and delegate tasks to team members.
• Maintain client files in compliance with FINRA/OSJ/Agency rules.
• Generate and manage Client Experience Plan via TouchPoint Management.
• Communicate via phone, mail, email, social media to support meetings and outreach.
• Organize education events and appreciation activities.
• Support Advisors with client education and appreciation initiatives.
• Track leads from referrals or opportunities.
• Execute administrative and operational tasks as assigned.

Connaissances

CRM software

Microsoft Office Suite

Strong organizational skills

Attention to detail

Communication skills

Client-facing support

Privacy discretion

Decision making

Autonomy

Relationship management

Formation

Associate’s degree or equivalent

SIE + Series 7 preferred

Outils

CRM software

Financial planning software

Microsoft Office Suite

Description du poste

Description

The Client Services Associate II 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.

The Client Services Associate II 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:

What You’ll Do

• Oversee and manage new client onboarding process.
• Prepare key documents and presentations for client meetings.
• Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM.
• Utilize workflows to coordinate service activities and delegate appropriate tasks to team members.
• 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.
• Generate and manage Client Experience Plan via TouchPoint Management.
• 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 reach out efforts in alignment with Client Experience Plan.
• Organize and attend all appreciation and education events.
• Support Financial Advisors activities to provide education and appreciation to Experience Center partners.
• Track and contact new leads from referrals or educational opportunities.
• Execute administrative & operational tasks, as assigned.

Essential Skills

• Minimum 1 year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company.
• 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 and financial planning software preferred.
• Certification/License: SIE + Series 7 preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent).
• Minimum Education: Associate’s level degree or equivalent relevant work experience required.

Location

Cornell Experience Center | Hillsboro, OR 97124 (FULL TIME ON SITE)

Target Compensation

$27.50 to $33.00 per hour + quarterly incentive

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.

First Tech is not currently offering Visa transfer/sponsorship for this position.