Client Service Specialist

Responsibilities

• Deliver accurate and timely service to advisors and clients with a one-contact resolution mindset
• Take ownership of client issues and work towards prompt resolution
• Handle communications between custodians and Operations
• Provide operational support including monetary, account opening, and maintenance requests
• Manage multiple requests through email, Microsoft Teams, phone, and CRM
• Utilize Salesforce to manage and monitor client cases and documentation
• Collaborate with internal teams to research and respond to inquiries

Requirements

• 3+ years in the RIA industry with custodian and client-facing service experience
• Extensive knowledge of industry basics and back-office processes (Charles Schwab and Fidelity)
• Proficiency in Salesforce or a similar CRM system
• Strong problem-solving and critical thinking skills
• Ability to work in a fast-paced, high-volume environment
• Comfortable using technology and multi-tasking across web-based platforms

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Part of Focus Financial Partners, the firm supports clients at every stage of life with research-backed investment strategies and personalized wealth planning.