Hiring: Client Services Associate II Company: First Tech Federal Credit Union Location: Hillsboro, OR Job Posted Time: 2026-09-11 11:52:56 Employment Type: Full-time / On-site Target Skills & Keywords : Financial Planning, Microsoft Office, Series 7, Wealth Management About the job Experience: •1 year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company. •Minimum 1 year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company. Required Skills: •The Client Services Associate II 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. •Oversee and manage new client onboarding process. •Prepare key documents and presentations for client meetings. •Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM. •Utilize workflows to coordinate service activities and delegate appropriate tasks to team members. •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. •Generate and manage Client Experience Plan via TouchPoint Management. •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 Plan. Compensation: •Employees Are Eligible For Traditional medical, dental, and vision coverage Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!