Client Service Specialist
New
F
Focus Partners WealthFinancial Services
United States, Pacific Time ZoneFull-TimeMiddle
SalaryUSD 70000 - 75000 / year
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceCRM
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 like 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.
- Flexibility and adaptability to work in a fast-paced, high-volume environment.
- Ability to work well in a team environment, fostering a collaborative and inclusive culture.
- Comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.
- Strong attention to detail to ensure accurate processing of client requests and communications.
- Ability to work independently and in a collaborative, remote 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.
- Act as a strong advocate for clients, demonstrating empathy and understanding their requests.
- Prioritize and manage multiple advisor and client requests simultaneously through various channels like email, Microsoft Teams, phone, and CRM.
- Collaborate with internal teams to research and respond to inquiries for a cohesive experience.
- Utilize CRM platforms like Salesforce to monitor client cases and maintain accurate documentation.
- Contribute to a positive team environment, provide training support for new team members, and offer coverage support.
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