Wealth Client Services Specialist

First Tech 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

Paid holidays

Lending product pricing discounts

Job summary

First Tech Federal Credit Union, through its Addison Avenue Investment Services division, seeks an experienced Client Services Specialist to support a premier Financial Advisor Team and manage a robust client lifecycle. You will help onboard clients, coordinate investments, and ensure operational excellence within a fast-paced wealth management environment.

You will collaborate with the Financial Advisor, maintain client records, prepare meeting materials, and drive client engagement, while

Qualifications

• 3+ years in investment support or client-facing wealth management
• Strong knowledge of investment products and advisory workflows
• Proficient with CRM platforms and financial planning software
• Excellent attention to detail and organization
• Professional communication for sensitive financial matters
• Advanced Microsoft Office skills

Responsibilities

• Oversee client onboarding for high-net-worth relationships with compliance
• Fulfill client requests and update CRM with interactions
• Prepare materials for client meetings and maintain data in planning software
• Assist with trade execution and investment transactions per advisor direction
• Maintain compliant client records per FINRA/OSJ requirements
• Support business development and client appreciation events

Skills

Client relationship support

CRM proficiency

Financial planning software

Attention to detail

Multitasking

Professional communication

MS Office

Education

Associate’s degree or equivalent

Series 7 & 63/66 licensing

Tools

MS Office

CRM platforms

Financial planning software

Job description

First Tech Federal Credit Union, through its Addison Avenue Investment Services division, seeks an experienced Client Services Specialist to support a premier Financial Advisor Team and manage a robust client lifecycle. You will help onboard clients, coordinate investments, and ensure operational excellence within a fast-paced wealth management environment.

You will collaborate with the Financial Advisor, maintain client records, prepare meeting materials, and drive client engagement, while