Client Services Specialist

First Technology Federal Credit Union•Hillsboro, OR

7d•$60,000 - $73,000

About The Position

The Client Services Specialist supports 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. Here's what you can expect from the job and what you need to be successful:

Requirements

Minimum three years’ experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company
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
Expert knowledge of Microsoft Office Suite
Advanced experience with CRM and financial planning software preferred
Expert knowledge of investment products and services
Series 7 + Series 63 or 66 (or equivalent) required
Associate’s level degree or equivalent relevant work experience required

Nice To Haves

Advanced experience with CRM and financial planning software preferred

Responsibilities

Oversee and manage new client onboarding process, including facilitating the client onboarding process for high net-worth clients, which may involve more complex financial situations while meeting compliance standards
Prepare key documents and presentations for client meetings
Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
Utilize workflows to coordinate service activities and delegate appropriate tasks to team members
Perform trades for client requests and advisor instructed portfolio management
Discuss investment related products in alignment with advisor’s recommendation/strategy for clients in accordance with risk tolerance, time horizon and investment goals
Data input into Financial Planning Software and ongoing maintenance of clients short- and long-term goals, budgeting, investment and savings strategies
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) regulator.
Generate and manage Client Experience Plan via Touchpoint Management
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 Pla.
Organize and attend all appreciation and education events
Support Financial Advisors activities to provide education and appreciation to Experience Center partners
Track and contact new leads from referrals or educational opportunities
Providing occasional mentorship and support to less experienced associates, including training and new hire onboarding support
Execute administrative & operational tasks, as assigned

Benefits

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)

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