Client Services Specialist

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 long‑standing, 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.

Client Service & Relationship Support

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

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 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

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 less‑experienced associates

Experience & 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 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

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

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)

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

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

Registered Address: 555 108 th  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 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

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