Are you looking to grow your career with one of the most successful credit union investment programs in the country? With over $5B in assets under our management and a long tenured team of professionals, we are looking for a dynamic and service-driven Client Services Associate II who is willing to go the extra mile for our advisors and members. In this role, you will support the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. We serve the employees of innovative technology companies in the great Northwest!

Here's what you can expect from the job and what you need to be successful:

Job Duties:

• Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
• Oversee and manage new client onboarding process
• Prepare key documents and presentations for client meetings
• Organize and attend all appreciation and education events
• Track and contact all new leads from referrals or educational opportunities
• Utilize workflows to coordinate service activities and delegate appropriate tasks to team members
• Support Financial Advisors activities to provide education and appreciation to Experience Center partners
• Generate and manage Client Experience Plan via TouchPoint Management
• Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan
• Execute administrative & operational tasks, as assigned

Essential Skills:

• Minimum Education: Associate’s level degree or equivalent relevant work experience required
• Minimum 3 years’ experience in office administration; preferably in a compliance or service focused role
• Experience completing work/tasks in accordance with specific processes and procedures
• Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy
• Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines
• Proven skills and commitment in meeting or exceeding member expectations and requirements
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders
• Ability to problem solve effectively, with strong critical thinking skills
• Ability to work autonomously with proven decision-making skills and sound judgment
• Working knowledge of Microsoft Office Suite
• Familiarity with CRM software (such as Salesforce) and financial planning software preferred

Location: Hillsboro, OR 97124 / Boise, ID 83616 / Bellevue, WA 98007 (HYBRID)

Target Compensation in Hillsboro, OR: $27.88 to $30.77 per hour + quarterly incentive

Target Compensation in Boise, ID: $27.88 to $30.77 per hour + quarterly incentive

Target Compensation in Bellevue, WA: $30.29 to $34.13 per hour + quarterly incentive

Benefits options include:

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 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 for this position

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