Client Services Specialist

Description

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 Certified Financial Planner™ (CFP®) 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:

This role supports advisory operations across the Beaverton / Greater Portland metro area, including time spent at:

• Cedar Hills Experience Center
• Hillsboro Corporate Office
  
  

Compensation:

• Target Compensation in Oregon: $72,000 to $91,000
• This range reflects:
• Annual base salary: $60,000 to $73,000
• Annual incentive plan: $12,000 to $18,000, 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: 5100 NE Dawson Creek Dr, Hillsboro OR 97124

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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