Client Support Associate II

Here's what you can expect from the job and what you need to be successful:

• 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.
• Organize and attend all appreciation and education events.
• Support Financial Advisors activities to provide education and appreciation to Experience Center partners.
• Track and contact new leads from referrals or educational opportunities.
• Execute administrative & operational tasks, as assigned.

• Minimum Education: Associate's level degree or equivalent relevant work experience required.
• Minimum one year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company.
• Experience completing work/tasks in accordance with specific processes and procedures.
• Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy.
• Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines.
• Proven skills and commitment in meeting or exceeding member expectations and requirements.
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders.
• Ability to problem solve effectively, with strong critical thinking skills.
• Ability to work autonomously with proven decision-making skills and sound judgment.
• Working knowledge of Microsoft Office Suite.
• Familiarity with CRM software and financial planning software preferred.
• Certification/License: SIE + Series 7 preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent)

Target Compensation in Idaho: $26.92 to $32.69 per hour + incentive/commission

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First Tech is not currently offering Visa sponsorship or transfer for this position

Registered Address: 47 E Riverside Dr. Eagle, ID 83616