Client Services Associate II - Onboarding & Wealth Support

First Tech Federal Credit Union; Hillsboro (OR); On-site; USD 38,000 - 45,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Holiday pay

Employee pricing

Job summary

First Tech Federal Credit Union seeks a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales and service of investment products. This full-time on-site role is based at the Cornell Experience Center in Hillsboro, OR and offers a competitive hourly compensation with quarterly incentives.

Responsibilities include onboarding, preparing documents, handling client requests, maintaining records, and coordinating events.

Qualifications

• Minimum 1 year experience in investment support or administration.
• Experience following defined processes and procedures.
• Ability to manage relationships with discretion and privacy.
• Strong organizational skills and attention to detail under deadlines.
• Proven track record of meeting member expectations.
• Ability to establish credibility with stakeholders.
• Strong problem-solving and decision-making skills.
• Autonomous work style with sound judgment.

Responsibilities

• Oversee and manage new client onboarding process.
• Prepare key documents and presentations for client meetings.
• Fulfill client requests and resolve service-related issues in CRM.
• Coordinate service activities using workflows and delegate tasks.
• Maintain client files to comply with FINRA, OSJ and regulatory requirements.
• Generate and manage Client Experience Plan via TouchPoint Management.
• Communicate with clients via phone, mail, email, social media to support meetings and outreach.
• Organize and attend appreciation and education events.
• Support Financial Advisors with Education and appreciation initiatives.
• Track and contact new leads from referrals or educational opportunities.
• Execute administrative and operational tasks as assigned.

Skills

Investment support experience

Client-facing

CRM familiarity

Microsoft Office

Attention to detail

Time management

SIE license

Series 7 preferred

Education

Associate’s degree

Tools

CRM software

Financial planning software

Microsoft Office Suite

Job description

First Tech Federal Credit Union seeks a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales and service of investment products. This full-time on-site role is based at the Cornell Experience Center in Hillsboro, OR and offers a competitive hourly compensation with quarterly incentives.

Responsibilities include onboarding, preparing documents, handling client requests, maintaining records, and coordinating events.