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Client Services Associate III- Financial Advisor Support
2 months ago
The Client Services Associate III
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.
Primary Responsibilities:
Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
Facilitate the onboarding process for high-net-worth clients, which may involve more complex financial structures, specialized investment vehicles, and nuanced service requirements
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
Manage and resolve client complaints or disputes, which may involve navigating complex financial situations and working with regulatory bodies if necessary
Provide detailed explanations and education to clients on complex financial concepts, investment strategies, and market trends
Perform cash management tasks and money movement requests
Process and document client requests (wires, checks, journals, ACH, etc.)
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
Provide occasional mentorship and support to less experienced Associates, including training and new hire onboarding support
Execute administrative & operational tasks, as assigned
Experience and Education Requirement:
Minimum Education:
Associate’s level degree or equivalent relevant work experience required
Minimum 3 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
Working knowledge of Microsoft Office Suite
Familiarity with CRM software (such as Salesforce) and financial planning software preferred
Certification/License: Series 7 + 66 (or equivalent 63/65 FINRA licenses
Location:
Cedar Hills Community Experience Center - Beaverton, OR
Target Compensation in Beaverton, OR:
$32.21 to $35.58 + 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)
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.
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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