Hiring: Client Services Associate Company: First Tech Federal Credit Union Location: Seattle, WA Job Posted Time: 2026-09-15 11:52:56 Employment Type: Hybrid Target Skills & Keywords : Financial Planning, Microsoft Office, Salesforce, Series 7 About the job Experience: •3 years’ experience in office administration; preferably in a compliance or service focused role •Minimum 3 years’ experience in office administration; preferably in a compliance or service focused role Required Skills: •The Client Services Associate is an entry level position that 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. •Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM •Oversee and manage new client onboarding process •Prepare key documents and presentations for client meetings •Organize and attend all appreciation and education events •Track and contact all new leads from referrals or educational opportunities •Utilize workflows to coordinate service activities and delegate appropriate tasks to team members •Support Financial Advisors activities to provide education and appreciation to Experience Center partners 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!