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

Industrials

1-10 (3)

13 open positions

Links

View All Jobs

Client Service Specialist

4 weeks, 1 day 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 and timely daily service to advisors and clients with a one-contact resolution mindset.
Own client issues and follow through until each matter is fully resolved.
Manage communications between custodians, Operations, advisors, and clients.
Provide operational support for monetary requests, account openings, account maintenance, and paperwork processing.
Act as an advocate for clients by responding with empathy and understanding their needs.
Prioritize and manage multiple requests across email, Microsoft Teams, phone, and CRM/portal channels while meeting service level agreements.
Research complex operations issues, escalate and track issues, and coordinate with custodian partners and internal departments to find solutions.
Collaborate with internal teams to respond to inquiries and deliver a cohesive advisor and client experience.
Use Salesforce or a similar CRM platform to manage, monitor, and document client cases accurately.
Maintain frequent, proactive communication with advisors and clients about request status and updates.
Provide training support for new team members and coverage support for advisory team members.
Build trust and strong working relationships through personalized, high-touch client 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.
Strong information processing, organizational, and time management skills.
Excellent problem-solving and critical-thinking skills with the ability to work independently.
Ability to thrive in a fast-paced, high-volume, dynamic, and client-focused environment.
Comfort using technology and multitasking across multiple web-based platforms and applications.
Ability to work independently and collaboratively with teams in different geographic locations.
Flexibility and adaptability to new methods and innovative approaches.
Must be located in the Pacific Time Zone.
Non-exempt position.
Preferred or valued experience includes working in a collaborative and inclusive culture.

Benefits

Annualized base pay range of $70,000 to $75,000.
Eligibility for an annual cash bonus.
Comprehensive benefits package.
Remote work arrangement.
Opportunity to work for a company with significant scale and resources in wealth management.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Contact Center Multi-Channel Specialist

TwinStar Credit Union 201-500 banking

Peak Credit Union is hiring a remote Member Service Representative to support members in Oregon and Washington through calls, chats, and secure messages while helping with financial transactions and account needs.

United States Full-time Junior Customer Support

$43k-$61k

18 hours, 52 minutes ago

Apply

18 hours, 52 minutes ago

Customer Support Specialist

Buyers Edge Platform 251-1K IT Services

RealTime Solutions, a Buyers Edge Platform brand, is hiring a client-facing representative to support foodservice operator programs, manage day-to-day operations, and help drive participation in loyalty and manufacturer initiatives.

United States Full-time Junior Customer Support

CRM

19 hours, 7 minutes ago

Apply

19 hours, 7 minutes ago

Project Support Specialist

Precision For Medicine 1K-5K Pharmaceuticals

Precision for Medicine is hiring a remote Project Support Specialist to provide cross-functional support to clinical study teams and help manage study operations efficiently.