Client Operations Associate III

1 week ago

Hillsboro, United States First Technology Federal Credit Union Full time

Description The Client Operations Associate III provides administrative and operational support to Addison clients and Financial Advisors while consistently meeting a high level of service and client engagement. Primary Responsibilities: 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, client outreach, 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 days 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. Research complex client-related issues as they arise to solve nuanced financial matters for clients Research & coordinate with venues for appreciation/marketing events and marketing ideas for advisors & management 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 Provide occasional mentorship and support to less experienced Associates , including training and new hire onboarding support Perform other duties, as requested Experience and Education Requirement: Minimum Education: Associates degree or equivalent relevant work experience required Minimum three years experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company Advanced 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 Working knowledge of investment products Working knowledge of Microsoft Office Suite and Raymond James software Experience with CRM software (such as Salesforce) and financial planning software Certification/License : Series 7 66 or equivalent 63/65 FINRA licenses, preferred (required if less than 3 years of investment support) Location: Vancouver Experience Center - Vancouver, WA or Hillsboro Corporate Office, Hillsboro, OR Target Compensation in Vancouver, WA: $31.73 to $35.58 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

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