Client Service Specialist

🕒 June 18

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 45%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 148 days.
• Jobs at this company usually fill in 28 days.
• Reposted once.

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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 daily service to advisors and clients with a one-contact-resolution mindset • Own client issues and follow through until fully resolved • Handle communications between custodians, Operations, advisors, and clients • Provide operational support for monetary, account-opening, maintenance, and paperwork requests • Advocate for clients with empathy and understanding • Prioritize and manage multiple requests across email, Microsoft Teams, phone, and CRM/portal while meeting service-level agreements • Resolve complex operations issues by working with custodian partners and internal departments • Research and respond to inquiries with internal teams • Use Salesforce or similar CRM platforms to manage and monitor client cases and maintain documentation • Communicate progress and updates on service requests • Provide training support for new team members and coverage support for teammates • Build trusted relationships with advisors, clients, and Client Service team members

🎯 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 and work independently in resolving client issues • Flexibility and adaptability to work in a fast-paced, dynamic, high-volume organization • Ability to work collaboratively in a team environment • Ability to embrace innovative approaches and adapt quickly to new methods • Comfort using technology and daily multitasking across multiple web-based platforms and applications

🏖️ Benefits

• Annual cash bonus • Comprehensive benefits package

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