Focus Partners Wealth
Wealth Management
ClientServiceSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Service Specialist at Focus Partners Wealth. Skills: Client service, Operational support, Problem-solving, Communication. 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”
What You'll Achieve.
Ensure our service level agreements are met; Accurate and error-free processing of client requests, transactions, and client and advisor communications
Industry & Context.
Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved; Provide solutions to complex operations issues; Ability to think critically and work independently in resolving client issues
What They're Looking For.
Must Have
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, 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, Work well in a team environment, fostering a collaborative and inclusive work culture, Embrace innovative approaches and ideas and adapt quickly to new methods, Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications
What You'll Do.
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
which can include facilitating monetary
and paperwork requests
Act as a advocate for our clients
demonstrating empathy and understanding their requests and needs
Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email
ensuring our service level agreements are met
Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues
Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis
ensuring accurate and up-to-date documentation and case progress
Maintain clear and frequent communications with advisors and clients
keeping them informed of progress and updates on their operations and service requests
Provide advisory team coverage support to team members
How You'll Work.
Team & Collaboration
Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners; Contribute to a positive team environment; Deliver training support for our newest team members; Must work well independently and in a collaborative team environment, where team members are based in different geographic locations; Builds trust and working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time
Communication Scope
Handle all communications between the custodians and Operations with advisors or clients; Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests; Providing timely responses to client inquiries; Proactively communicating updates
Full Job Description
Primary 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, which can include facilitating monetary, account opening, maintenance, and paperwork requests. Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations. Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients. Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners. Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates. Demonstrate care, empa
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