Hiring: Client Services Specialist Company: First Tech Federal Credit Union Location: Bellevue, WA Job Posted Time: 2026-09-16 11:52:57 Target Skills & Keywords : Financial Planning, Microsoft Office, Wealth Management About the job Experience: •3 years’ experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company •Minimum 3 years’ experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company Required Skills: •Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. •This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program. •Act as a key partner to the Financial Advisor, helping manage client relationships, workflows, and operational excellence across the full client lifecycle. •Client Service & Relationship Support •Coordinate and oversee the client onboarding process, including more complex, high‑net‑worth relationships, while adhering to all compliance standards •Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM •Communicate regularly with clients via phone, email, mail, and digital channels to support review meetings, events, educational outreach, and client engagement initiatives •Investment & Planning Support Qualifications: •FINRASeries 7 + Series 63 or 66 (or equivalent) required •Associate’s level degree or equivalent relevant work experience required •Ridgepointe Experience Center | Bellevue WA 98007 Compensation: •$96,000 - $102,000 / year •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!