Remote Client Experience Specialist (PT)

Focus Partners Wealth; Poland; Remote; PLN 263,356 - 282,167; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners Wealth is looking for a remote Client Service Specialist to provide comprehensive operational support to clients and resolve issues efficiently. You will handle advisor and client communications while ensuring top-notch service quality.

The ideal candidate should have at least 3 years of experience in the RIA industry, knowledge of custodians, and proficiency in using Salesforce. We offer a competitive salary range of $70,000-$75,000 and a collaborative work environment.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Strong organization and time management skills.
• Flexibility to work in a high-volume, fast-paced environment.

Responsibilities

• Deliver accurate and timely service to advisors and clients.
• Handle communications between custodians and advisors/clients.
• Prioritize and manage multiple requests simultaneously.

Skills

Client-facing service experience

Knowledge of custodians (Charles Schwab, Fidelity)

Salesforce proficiency

Problem-solving skills

Organizational skills

Job description

Focus Partners Wealth is looking for a remote Client Service Specialist to provide comprehensive operational support to clients and resolve issues efficiently. You will handle advisor and client communications while ensuring top-notch service quality.

The ideal candidate should have at least 3 years of experience in the RIA industry, knowledge of custodians, and proficiency in using Salesforce. We offer a competitive salary range of $70,000-$75,000 and a collaborative work environment.