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Client Services Associate III- Financial Advisor Support
2 months ago
DescriptionThe 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 CRMFacilitate the onboarding process for high-net-worth clients, which may involve more complex financial structures, specialized investment vehicles, and nuanced service requirementsPrepare key documents and presentations for client meetingsOrganize and attend all appreciation and education eventsTrack and contact all new leads from referrals or educational opportunitiesUtilize 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 necessaryProvide detailed explanations and education to clients on complex financial concepts, investment strategies, and market trendsPerform cash management tasks and money movement requestsProcess and document client requests (wires, checks, journals, ACH, etc.)Generate and manage Client Experience Plan via TouchPoint ManagementMaintain 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 PlanProvide occasional mentorship and support to less experienced Associates, including training and new hire onboarding support Execute administrative & operational tasks, as assignedExperience 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 companyExperience completing work/tasks in accordance with specific processes and proceduresEffectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacyExceptional organizational skills with strong attention to detail and the ability to work under tight deadlinesProven 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 skillsAbility to work autonomously with proven decision-making skills and sound judgmentWorking knowledge of Microsoft Office Suite Familiarity with CRM software (such as Salesforce) and financial planning software preferredCertification/License: Series 7 + 66 (or equivalent 63/65 FINRA licenses Location: Cedar Hills Community Experience Center - Beaverton, ORTarget Compensation in Beaverton, OR: $32.21 to $35.58 + incentive Benefits options include: Traditional medical, dental, and vision coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off your first year of employment11 paid federal holidaysSpecial 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 #FTFRetail
