Description
First Tech Federal Credit Union is looking for a Regional Client Services Manager for our investment division, Addison Avenue Investment Services. In this role, you will oversee the Addison Avenue client support team, consisting of Financial Assistants, Client Service Associates & Operations Associates to achieve an elevated client service experience through operational excellence. The ideal candidate will have 5 years of investment services experience, 3 years of experience successfully managing a team or serving as a team lead, and the ability to drive results through innovation and enhancing the client experience.
Addison Avenue Investment Services, stands as one of the nation's largest investment program among credit unions, managing over $6 billion in assets through our relationship with Raymond James Financial Services. This significant scale positions the Investments Client Services Manager role at the forefront of the industry.
Given Addison Avenue's leadership in the credit union investment sector, this role offers a compelling opportunity for professionals seeking to advance their careers in a dynamic and expansive environment.
Here's what you can expect from the job and what you need to be successful:
Key Responsibilities
Lead, mentor, and develop a team of high performing support associates who assist financial advisors and clients.
Implement and oversee client engagement strategies to ensure high levels of client satisfaction and loyalty.
Develop and execute professional development plans for associates, focusing on skill enhancement and career progression.
Collaborate with financial advisors and senior management to identify and support business growth opportunities.
Manage team to achieve pre-defined quarterly scorecard metrics.
Ensure compliance with regulatory requirements and company policies, implementing best practices for client interactions and service standards.
Plan and execute initiatives and projects that continuously improve upon internal processes to anticipate and meet changing client needs.
Assist with event management, social media strategy and website management in support of the overall marketing strategy.
Leverage new and current software, workflows, CRM, etc. to enhance the client experience.
Research, resolve and communicate operational issues and potential problems to leaders and/or other business units.
Continuously monitor metrics and leverage client feedback to drive continuous improvement of service practices.
Essential Skills
Minimum of 5 years of experience in investment services
Minimum of 3 years of experience successfully managing a team of people or serving as a team lead
Proven ability to design, implement and monitor business processes for maximum efficiency and production
Proven people leadership and development skills, adept at providing frequent and valuable performance feedback to develop and build employees
Expert knowledge of investment services process, policies, applications and systems
Working knowledge of Microsoft Office Suite
Minimum Education: Bachelor's degree or equivalent relevant experience required
Location: Ridgepointe Experience Center - Bellevue, WA 98007
Target Compensation in Bellevue WA: $110,000 to 125,000 annually + Addison annual bonus
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Kehrer Bielan Research & Consulting, 2021
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIP
