Client Operations Associate II
4 weeks ago
The Client Operations Associate II provides administrative and operational support to Addison clients and Financial Advisors 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:
Job Duties:
- Provide administrative, operational and office management support to the team of multiple advisors & sales management, including but not limited to expense reports, birthday & holiday cards for clients/prospects & employees, managing Social Media accounts, managing mail
- Prepare and process new account paperwork according to onboarding workflows/checklist
- Respond to client questions and requests regarding accounts, policies and procedures
- Assist with establishing online access for statements, confirmations, and other services
- Audit current client activity, fund transfers, previous day's activity to ensure accuracy and managing alerts as they appear daily
- 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
- Track and report on client related projects and tasks to Advisors, and document all tasks with detailed updates in CRM
- Pull & curate reports for financial advisors and/or management that may include, but not limited to, IRA Fees, household level fees, bond maturity lists, pipeline reports, large inflows, activity reports, lead reports, etc.
- Perform cash management tasks and money movement requests
- Process and document client requests (wires, checks, journals, ACH, etc.)
- Process security and account transfers as part of account closure requests
- Provide authorized tax documents and information upon request
- Expertly manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy
- Consistently leverage available tools and technology to ensure maximum efficiency
- Minimum Education: Associate's degree or equivalent relevant work experience required
- Minimum one year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company
- Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
- 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
- Broad knowledge of investment products
- Working knowledge of Microsoft Office Suite and Raymond James software
- Familiarity with CRM software (such as Salesforce) and financial planning software
- Certification/License: SIE + Series 7, preferred
Target Compensation in Vancouver, WA: $25-28 per hour + incentive/commission
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
#FT123
-
Client Operations Associate II
4 weeks ago
Hillsboro, United States First Tech Credit Union Full timeThe Client Operations Associate II provides administrative and operational support to Addison clients and Financial Advisors while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what yo Operations Associate, Operations, Financial Advisor, Associate, Client, Financial Planning, Manufacturing,...
-
Client Services Associate IV
2 weeks ago
Hillsboro, United States First Tech Credit Union Full timeThe Client Services Associate IV provides high level support to 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 Client Service, Associate, Financial Advisor, Social Media, Financial Planning, Operations, Banking, Business...
-
Operations Support Specialist II
2 months ago
Hillsboro, United States Tuality Healthcare Full timePay range: $21.09/hr - $29.08/hr The Operation Support Specialist II primarily supports the scheduling skill set for diagnostic imaging. Assists in all aspects of scheduling by answering phones, coordinating appointments, and daily schedules with pro Support Specialist, Operations, Support, Specialist, Customer Service, Operation, Healthcare
-
Client Services Associate IV
1 week ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescription The Client Services Associate IV provides high level support to 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: Job Duties:Fulfill more complex client...
-
Field Service Engineer II
3 weeks ago
Hillsboro, United States APPLIED MATERIALS Full timeField Service Engineer II Role OverviewAt Applied Materials, we're seeking a skilled Field Service Engineer II to join our team. As a Field Service Engineer II, you'll play a critical role in supporting our customers' semiconductor equipment, ensuring their operations run smoothly and efficiently.Key Responsibilities:Install, maintain, and upgrade customer...
-
Assembler II
3 weeks ago
Hillsboro, United States Manpower Full timeOur client in the manufacturing industry is seeking an Assembler II to join their team. As an Assembler II, you will be part of the production team supporting manufacturing processes. The ideal candidate will have the ability to work efficiently in a team, analyze and address problems independently, and be self-motivated with strong organizational...
-
Assembler II
3 weeks ago
Hillsboro, United States Manpower Full timeOur client in the manufacturing industry is seeking an Assembler II to join their team. As an Assembler II, you will be part of the production team supporting manufacturing processes. The ideal candidate will have the ability to work efficiently in a team, analyze and address problems independently, and be self-motivated with strong organizational...
-
Assembler II
2 weeks ago
Hillsboro, United States Manpower Inc Full timeOur client in the manufacturing industry is seeking an Assembler II to join their team. As an Assembler II, you will be part of the production team supporting manufacturing processes. The ideal candidate will have the ability to work efficiently in a team, analyze and address problems independently, and be self-motivated with strong organizational skills....
-
Production Operator II
4 weeks ago
Hillsboro, OR, USA, United States CoorsTek Full timeJob Title: Production Operator IIWe're committed to bringing safety, quality, and customer focus to the business of advanced ceramics manufacturing. Our team is seeking a skilled Production Operator II to join our production team.Roles & Responsibilities:Operate advanced machinery, including CNC Lathe, CNC Mill, Hone, Bandsaw, Surface Grinders, and other...
-
Hillsboro, Oregon, United States Community Action Organization Full timeJob SummaryCommunity Action Organization seeks a highly motivated and compassionate Community Resource Advocate II to join our team. This role is responsible for ensuring equitable access to community resources related to emergency shelter, housing, and support services.Key ResponsibilitiesConduct comprehensive housing assessments and screenings for...
-
Administrative Specialist II Position
3 weeks ago
Hillsboro, United States Washington County, OR Full timeJob SummaryWe are seeking an Administrative Specialist II to join our team at the Land Use and Transportation Department. As an Administrative Specialist II, you will provide administrative support to the Operations and Maintenance Division, ensuring the smooth operation of our department.Key ResponsibilitiesProvide administrative support to the Operations...
-
Material Handler II
4 weeks ago
Hillsboro, Oregon, United States Ebara Technologies Full timeJob SummaryWe are seeking a highly organized and detail-oriented Material Handler II to join our team at Ebara Technologies. As a key member of our warehouse operations, you will be responsible for receiving, storing, and distributing materials, parts, and supplies in a safe and efficient manner.Key ResponsibilitiesReceive and inspect incoming shipments,...
-
Administrative Specialist II
3 weeks ago
Hillsboro, United States Washington County, OR Full timeJob SummaryWe are seeking an experienced Administrative Specialist II to join our team at Washington County, OR. As an Administrative Specialist II, you will provide administrative support to our department, ensuring the smooth operation of our daily activities.Key ResponsibilitiesProvide administrative support to department staff, including answering...
-
Client Service Coordinator
6 months ago
Hillsboro, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...
-
Legal Specialist II
4 weeks ago
Hillsboro, United States Washington County, OR Full timeJob SummaryThe Washington County District Attorney's Office is seeking a highly skilled Legal Specialist II to join the Felony Trial Team. This journey-level classification provides legal support to designated attorneys, following applicable court rules and procedures. The ideal candidate will prioritize attention to detail and be adept at handling a...
-
Warehouse Operations Specialist
4 weeks ago
Hillsboro, Oregon, United States National Performance Warehouse Full timeJob DescriptionAt National Performance Warehouse, we are seeking a reliable and detail-oriented Warehouse Associate II to join our team. As a key member of our warehouse operations, you will play a crucial role in ensuring the smooth flow of goods and materials.Key Responsibilities:Assist in shipping and receiving, loading and unloading product ordersStock...
-
Manufacturing Technician
1 week ago
Hillsboro, United States BCforward Full timeBCforward is currently seeking a highly motivated Manufacturing Technician - II (Day) for an opportunity Hillsboro, OR Position Title: Manufacturing Technician - II (Day)Location: Hillsboro, ORAnticipated Start Date: ASAP Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.Expected...
-
Legal Specialist I/II
4 weeks ago
Hillsboro, United States Urban League of Portland Full timeThe Washington County District Attorney's Office is seeking a skilled Legal Specialist I/II to join their Criminal Prosecution Data Integrity team. As a key member of the team, you will provide administrative support to the Criminal Prosecution Program, ensuring the accuracy and integrity of data. Your duties will include retrieving criminal case reports,...
-
Engineering Technician II
2 weeks ago
Hillsboro, United States Crescent Tree Holdings LLC Full timeEngineering Technician II - Semiconductor Overview: This is an opportunity to work with Semiconductor manufacturing equipment. As an Engineering Technician II, you will provide customer support for onsite installations, repairs and maintenance of photolithography semiconductor equipment primarily in Hillsboro' Oregon. This is an exciting opportunity to be...
-
Maintenance Worker II
4 weeks ago
Hillsboro, Missouri, United States Jefferson County Government Full timeJob SummaryThe Jefferson County Government is seeking a skilled Maintenance Worker II to perform a variety of semiskilled and skilled maintenance and construction work for roadways, storm drainage, and other public works facilities and systems.Key ResponsibilitiesOperate dump and other trucks of various sizes and weights in the loading, hauling, and...