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

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13 open positions

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Client Service Specialist

2 hours, 48 minutes ago

United States

Full-time

Junior

Customer Support

Customer and Technical Support

CRM Salesforce

Apply Now

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

View All Jobs 13

Description

Deliver accurate, timely daily service to advisors and clients with a one-contact-resolution mindset.
Own client issues end to end 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.
Advocate for clients with empathy while balancing internal and external partner needs.
Prioritize and manage multiple requests across email, Microsoft Teams, phone, and CRM/portal channels while meeting service level agreements.
Research, escalate, track, and resolve complex operational issues in collaboration with custodian partners and internal departments.
Maintain accurate and up-to-date case documentation and progress in Salesforce or a similar CRM.
Communicate proactively and frequently with advisors and clients regarding request status and updates.
Support new team members through training and provide coverage support for advisory teams.

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 information processing, organizational, and time management skills.
Strong problem-solving and critical-thinking ability with the capacity to work independently.
Ability to thrive in a fast-paced, high-volume, dynamic environment.
Comfort using technology and multitasking across multiple web-based platforms and applications.
Strong teamwork skills and ability to collaborate across geographically distributed teams.
Flexibility, adaptability, and openness to new methods and innovative approaches.

Benefits

Annualized base pay range of $55,000 to $60,000.
Eligibility for an annual cash bonus.
Comprehensive benefits package.
Opportunities to work in a client-focused, collaborative environment.
Reasonable accommodations for applicants and employees with disabilities.

Interested in this position?

Apply directly on the company website

Apply Now

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