Client Services Specialist

Digital Federal Credit Union; Bellevue (WA); On-site; USD 96,000 - 102,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off and holidays

Job summary

First Tech Federal Credit Union is seeking a Client Services Specialist to support a seasoned Financial Advisor Team and manage a high-quality book of business. You will enhance client experiences, ensure accurate onboarding, and coordinate a range of wealth management activities.

The role emphasizes CRM usage, data maintenance, and collaborative liaising with advisors to deliver exceptional service in a fast-paced environment.

Qualifications

• At least 3 years in investment support or admin in wealth management.
• Strong knowledge of investment products and advisory workflows.
• Experience with CRM platforms and financial planning software preferred.

Responsibilities

• Coordinate client onboarding, including high-net-worth accounts, ensuring compliance.
• Fulfill client requests and resolve service issues, update CRM.
• Prepare materials and reports for client meetings; maintain client data in planning software.

Skills

Investment support

CRM platforms

Financial planning software

Attention to detail

Multitasking

Professional communication

Microsoft Office Suite

Education

Series 7 + Series 63 or 66 (or equivalent)

Associate's degree or equivalent experience

Tools

Microsoft Office Suite

Job description

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 Financial Advisor Team 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.

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

What You'll Do:

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

Essential 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:

• 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

Who We Are:

What makes First Tech different? Click here to learn more!

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.