Client Services Specialist
First Tech Federal Credit Union
About this role
Addison Avenue Investment Services is seeking an experienced Client Services Specialist to support a Financial Advisor Team in wealth management. The role involves managing client relationships, supporting investment and planning activities, ensuring operational compliance, and assisting with business development within a high-quality investment program.
Skills
Qualifications
About First Tech Federal Credit Union
firsttechfed.comFirst 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.
About First Tech Federal Credit Union
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for First Tech Federal Credit Union.
Salary
$80k – $97k
per year
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