Wealth Client Services & Onboarding Associate II

Digital Federal Credit Union; Hillsboro (OR); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off: up to 15 days + 40 sick

3 personal days

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech is seeking a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales and service of investment products at our Hillsboro, OR location. You will manage onboarding, prepare meetings, resolve requests, and keep CRM up to date.

Role emphasizes strong organization, privacy, and stakeholder relationships. The position offers competitive hourly pay with quarterly incentives and a comprehensive benefits package.

Qualifications

• Minimum 1 year experience in investment support or administration
• Experience working with defined processes and procedures
• Ability to manage privacy and sensitive information
• Strong organizational skills with attention to detail and deadlines
• Proven ability to build credibility with stakeholders
• Ability to solve problems with critical thinking and sound judgment
• Autonomous work style with decision making abilities
• Familiarity with CRM and financial planning software
• SIE + Series 7 preferred and willingness to obtain licensing

Responsibilities

• Oversee and manage new client onboarding process.
• Prepare key documents and presentations for client meetings.
• Fulfill client requests and resolve service issues in CRM.
• Coordinate service activities and delegate tasks to team members.
• Maintain client files to meet FINRA/OSJ/Agency requirements.
• Generate and manage Client Experience Plan via TouchPoint Management.
• Communicate via phone, mail, email, social media to support reviews and webinars.
• Organize and attend appreciation and education events.
• Support Financial Advisors with Education and partner engagement.
• Track and contact new leads from referrals or opportunities.
• Execute administrative and operational tasks as assigned.

Skills

Client relationship management

Organization skills

CRM familiarity

Microsoft Office

Independent decision making

Communication skills

Education

Associate's degree or equivalent experience

Tools

CRM software

Financial planning software

Microsoft Office Suite

Job description

First Tech is seeking a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales and service of investment products at our Hillsboro, OR location. You will manage onboarding, prepare meetings, resolve requests, and keep CRM up to date.

Role emphasizes strong organization, privacy, and stakeholder relationships. The position offers competitive hourly pay with quarterly incentives and a comprehensive benefits package.