Client Service Specialist

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. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.

Strong problem-solving skills and ability to think critically and work independently in resolving client issues.

Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.

Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.  They are responsible for delivering solutions-oriented service to advisory teams and clients.  This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.  This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.  Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.  Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.  The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.

Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.

Occasional overtime may be required.

Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.