Client Service Specialist

Remote. Posted 4 months ago

The role

The Client Service Specialist delivers service to advisors and clients by managing communications, operational support, and client issues. This role involves using CRM platforms to monitor cases and collaborating with internal teams to resolve complex operations issues.

What you will do

Deliver accurate and timely service to advisors and clients
Take ownership of client issues and work towards prompt resolution
Handle communications between custodians and Operations with advisors or clients
Provide operational support including monetary, account opening, maintenance, and paperwork requests
Prioritize and manage multiple advisor and client requests through email, Microsoft Teams, phone, and CRM/portal
Work with custodian partners and internal departments to resolve complex operations issues
Utilize Salesforce or similar CRM platforms to manage and monitor client cases
Maintain clear and frequent communications with advisors and clients
Deliver training support for newest team members
Provide advisory team coverage support to team members

Required qualifications

3+ years in the RIA industry with custodian and client-facing service experience
Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
Proficiency in using Salesforce or a similar CRM system
Fast learner with excellent information processing and organizational skills
Strong problem-solving skills and ability to think critically and work independently
Ability to work in a fast-paced, dynamic environment and a high-volume organization
Ability to work well in a team environment
Comfortable using technology and daily multi-tasking across multiple web-based platforms and applications

Benefits

Annual cash bonus
Comprehensive benefits package

About the company

Focus Partners Wealth is an organization of wealth, asset, and business management resources. It is part of Focus Financial Partners, a leading financial services firm.