Client Service Specialist

🕒 June 18

🏄 California – Remote

🏄 California – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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Focus Partners Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.

📋 Description

• Deliver accurate and timely service to advisors and clients • Take ownership of client issues and work towards prompt resolution • Handle communications between custodians and Operations with advisors or clients • Provide comprehensive operational support to clients • Act as a strong advocate for clients with empathy • Prioritize and manage multiple requests simultaneously • Effectively handle a steady flow of diverse requests • Collaborate with internal teams for cohesive experience • Utilize CRM platforms like Salesforce to manage cases • Maintain clear communications with advisors and clients • Demonstrate care and empathy to help advisors and clients • High attention to detail for accurate processing • Contribute to a positive team environment and provide training support

🎯 Requirements

• 3+ years in the RIA industry with custodian and client-facing service experience • Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity) • Proficiency in using Salesforce or a similar CRM system • Fast learner with excellent information processing and organizational skills • Strong problem-solving skills and ability to think critically • Flexibility and adaptability to work in a dynamic environment • Work well in a team environment • Must be comfortable using technology and daily multi-tasking

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses