First Tech Federal Credit Union
The Client Services Associate II supports financial advisors by overseeing new client onboarding, preparing meeting materials, and handling client requests while ensuring compliance and maintaining client records. The role also involves coordinating client communications, managing experience plans, and supporting educational and appreciation events.
Headquarters
Hillsboro, Oregon, United States
Company Size
1001-5000 employees
Founded
1952
First Tech Federal Credit Union is a member-owned financial cooperative that provides banking, loans, insurance, and investment services, primarily for employees and family members of the world’s leading technology companies. It offers checking and savings, mortgages and auto loans, credit cards, insurance solutions, and wealth-management services, with a strong emphasis on digital and mobile banking. As a credit union, First Tech focuses on member-centered service, competitive rates, and lower fees compared with traditional banks. Its nationwide membership model is tailored to the needs of the technology sector and its employees.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for First Tech Federal Credit Union.
5% below the average for this role