Client Services Specialist

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 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) 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.

Created: 2026-03-04