First Tech Federal Credit Union · 1 day ago
Client Services Specialist
Bellevue, WA
Full-time
Onsite
Mid Level
$92K/yr - $97K/yr
3+ years expFirst Tech Federal Credit Union is seeking an experienced Client Services Specialist to support their Financial Advisor Team in delivering exceptional client experiences. The role involves managing client relationships, overseeing onboarding processes, and ensuring compliance while providing operational support within the wealth management environment.
BankingFinance
No H1B
Hiring Manager
Marcie Olson
Responsibilities
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
Qualification
Required
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
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
Preferred
Advanced experience with CRM platforms and financial planning software preferred
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Company
First Tech Federal Credit Union
First Tech Federal Credit Union is an Oregon-based investment bank that focuses on technology-driven companies.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kalyan Rajamani
Chief Technology Officer
E
Evelyn Prime-MacAdam
SVP, Digital Product
Recent News
2026-01-11
WBJournal.com
2025-12-11
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