Client Relationship Manager

3 days ago


Bellevue, Washington, United States First Tech Federal Credit Union Full time

We are seeking a highly skilled and motivated Client Relationship Manager to join our team at First Tech Federal Credit Union. In this role, you will work closely with one of our top-performing financial advisors, managing and nurturing existing client relationships while ensuring exceptional client service. This opportunity provides comprehensive financial planning, investment advice, and portfolio management to clients, with a primary focus on assisting the senior advisor in managing high-net-worth and ultra-high-net-worth clients.

Key Responsibilities:
  • Client Relationship Management:
    • Assist the senior advisor in managing all client relationships by providing consistent communication and exceptional service.
    • Develop deep relationships with clients to understand their financial goals and needs.
  • Financial Planning & Advice:
    • Conduct financial planning reviews and update financial plans as needed.
    • Partner with Senior Advisor on client investment strategy.
    • Provide investment advice and recommendations based on clients' risk tolerance and objectives.
  • Operational Support:
    • Collaborate with the assistant to ensure smooth operations and client satisfaction.
    • Handle administrative tasks related to client accounts, including paperwork, scheduling, and other follow-up.
Requirements:
  • Minimum 3 years' client-facing experience in the investment or wealth management field, including experience in a consultative service role.
  • Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion.
  • Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work.


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