Client Service Specialist
New
F
Focus Partners WealthFinancial Services, Wealth Management
Qualified candidates should be located in the Pacific Time Zone, Pacific Time ZoneFull-TimeMiddle
Salary$70,000-$75,000
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceAccount ManagementCRM
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 and work independently.
- Must be comfortable using technology and daily multi-tasking across multiple web-based platforms.
- Ability to adapt quickly to a fast-paced, dynamic environment.
- Strong collaboration skills for working in a team environment.
Responsibilities
- Deliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.
- Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
- Handle all communications between the custodians and Operations with advisors or clients.
- Provide comprehensive operational support to clients, including facilitating monetary, account opening, maintenance, and paperwork requests.
- Prioritize and manage multiple advisor and client requests simultaneously through email, Microsoft Teams, phone, and CRM/portal.
- Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis.
- Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates.
- Contribute to a positive team environment, deliver training support for newest team members, and provide advisory team coverage support.
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