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Senior Client Support Specialist

2 months ago

Beaverton, Oregon, United States First Technology Federal Credit Union Full time

Position Overview: The Senior Client Support Specialist plays a crucial role in assisting Financial Advisors with their efforts in client acquisition, marketing initiatives, sales activities, and the delivery of investment solutions, all while ensuring a superior level of client interaction.

Key Responsibilities:

  • Address client inquiries and resolve service-related challenges, meticulously documenting all interactions in the Customer Relationship Management system.
  • Oversee the onboarding process for affluent clients with intricate financial arrangements and specialized investment options.
  • Prepare essential documents and presentations for client consultations.
  • Organize and participate in client appreciation and educational events.
  • Monitor and reach out to new prospects generated from referrals or educational initiatives.
  • Coordinate service tasks utilizing established workflows and assign responsibilities to team members.
  • Assist Financial Advisors in delivering educational content to Experience Center partners.
  • Manage and address client grievances or disputes, collaborating with regulatory agencies when necessary.
  • Provide clients with insights on financial principles, investment methodologies, and market dynamics.
  • Execute cash management duties and process monetary transfer requests.
  • Handle client transactions such as wire transfers, checks, and Automated Clearing House (ACH) requests.
  • Create and oversee the Client Experience Plan through TouchPoint Management.
  • Maintain client documentation and records to adhere to regulatory standards.
  • Engage with clients regularly through various communication channels for outreach purposes.
  • Offer guidance and training to junior Associates.
  • Perform administrative duties as assigned.

Qualifications:

  • Education: Associate's degree or equivalent professional experience.
  • Experience: Minimum of 3 years in investment support or client-facing roles.
  • Exceptional organizational abilities with a keen eye for detail.
  • Demonstrated capacity to meet client needs and build strong relationships.
  • Strong problem-solving and analytical skills.
  • Ability to work independently with sound decision-making capabilities.
  • Proficient in Microsoft Office Suite, CRM systems, and financial planning tools.
  • Licensing: Series 63/65 FINRA licenses required.