Client Service Specialist

Location

California

Posted

1 day ago

Salary

$70K - $75K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Service Specialist

Focus Partners Wealth

• 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 comprehensive operational support to clients • Act as a strong advocate for clients with empathy • Prioritize and manage multiple requests simultaneously • Effectively handle a steady flow of diverse requests • Collaborate with internal teams for cohesive experience • Utilize CRM platforms like Salesforce to manage cases • Maintain clear communications with advisors and clients • Demonstrate care and empathy to help advisors and clients • High attention to detail for accurate processing • Contribute to a positive team environment and provide training support

Job Requirements

  • 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
  • Flexibility and adaptability to work in a dynamic environment
  • Work well in a team environment
  • Must be comfortable using technology and daily multi-tasking

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Bonuses

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