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Client Service Specialist

4 weeks, 2 days 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
View All Jobs 8

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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