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Client Service Specialist

1 month, 3 weeks ago
United States
Full-time
Junior
Customer Support
Customer and Technical Support
CRM Salesforce
Apply Now
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005
View All Jobs 16

Description

  • Deliver accurate and timely daily service to advisors and clients with a one-contact resolution mindset.
  • Own client issues through prompt resolution and follow through until each matter is fully resolved.
  • Serve as the communication link between custodians, Operations, advisors, and clients.
  • Provide operational support for monetary requests, account openings, account maintenance, and paperwork processing.
  • Advocate for clients with empathy while understanding their needs and requests.
  • Prioritize and manage multiple advisor and client requests across email, Microsoft Teams, phone, and CRM/portal channels while meeting service level agreements.
  • Research, escalate, and track complex operations issues by working with custodian partners and internal departments.
  • Collaborate with internal teams to respond to inquiries and deliver a cohesive advisor and client experience.
  • Use Salesforce or a similar CRM to manage, monitor, and document client cases and case progress.
  • Maintain clear, frequent communication with advisors and clients about updates, progress, and request status.
  • Support newer team members through training and provide coverage support to the advisory team.
  • Build trust and strong working relationships through personalized, high-touch interactions.

Requirements

  • 3+ years of experience in the RIA industry with custodian and client-facing service experience.
  • Strong knowledge of industry basics and back-office processes, including custodians such as Charles Schwab and Fidelity.
  • Proficiency with Salesforce or a similar CRM system.
  • Excellent organizational, information-processing, and time-management skills.
  • Strong problem-solving and critical-thinking skills with the ability to resolve client issues independently.
  • Ability to work in a fast-paced, dynamic, high-volume environment.
  • Comfort working across multiple web-based platforms and applications while multitasking daily.
  • Ability to work both independently and collaboratively with geographically distributed team members.
  • Flexibility and adaptability to new methods, changing priorities, and innovative approaches.
  • Preferred experience or capability to work in a collaborative, inclusive, client-focused culture.

Benefits

  • Annualized base pay range of $55,000-$60,000.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.
  • Potential compensation variation based on experience, subject matter expertise, geographic location, and skill set.

Interested in this position?

Apply directly on the company website

Apply Now

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