Client Service Specialist

1 month ago
Full-time
Junior
Customer and Technical Support
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

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

Similar Roles

Product Support Specialist

Figma 1K-5K Internet Software & Services

Figma is hiring a full-time Product Support representative to manage customer cases, resolve complex issues, and improve support processes for customers across the U.S. from a hub or remotely.

Figma Sketch
9 hours, 33 minutes ago

Support Agent I

Renaissance 1K-5K Internet Software & Services

Renaissance is hiring a Support Agent I to join its Customer Support team and help ensure customers get effective, timely support for its pre-K–12 education technology products.

JIRA Power BI Salesforce SQL
9 hours, 33 minutes ago

Customer Service Representative (Remote)

ABC Legal Services 251-1K Specialized Consumer Services

ABC Legal Services is hiring a remote Customer Support Specialist in Virginia to manage customer orders, resolve issues, and coordinate with internal teams and process servers.

Confluence
9 hours, 48 minutes ago

Court Support Specialist

ABC Legal Services 251-1K Specialized Consumer Services

ABC Legal Services is hiring a remote Court Support Specialist in Louisiana to help move court filings and related documents through the court system and back into internal systems on time.

9 hours, 48 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers