Client Services Specialist

Overview

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well-established Financial Advisor Team with a longstanding, high-quality book of business.

This role is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well-respected 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.

• Coordinate and oversee the client onboarding process, including more complex, high-net-worth 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

• 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 long-term 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

• 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

• 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 less-experienced associates

• Minimum 3 years of 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 follow-through
• 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

• FINRA Series 7 + Series 63 or 66 (or equivalent) required
• Associate s level degree or equivalent relevant work experience required

Downtown Bellevue Experience Center - Bellevue, WA 98004

This role supports advisory operations across the Bellevue area, including time spent at Downtown Bellevue Experience Center and Ridgepointe Experience Center.

• Target Compensation in Washington: $92,000 to $96,800
• This range reflects:
• Annual base salary: $80,168
• Annual incentive plan: $12,000 to $18,000, based on current production

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off: 15 vacation days in year one, 40 hours of sick time, and 3 personal days, which refresh annually
• 11 paid federal holidays
• Special employee pricing on lending products (mortgage, auto, and personal loans) subject to eligibility and underwriting criteria

What makes First Tech different? Learn more by reading about the organization.

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

Registered Address: 555 108th Ave NE Suite 110, Bellevue, WA 98004

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by the credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.