Advisor Relationship Manager - Client Success & Tools

FocusPoint Solutions; Portland (OR); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Retirement benefits

Health insurance

Job summary

FocusPoint Solutions, a back office outsource partner for RIAs and independent advisors, is seeking a Relationship Manager (RM) to own advisor satisfaction and serve as the primary contact for inquiries and issues. This role requires building strong advisor relationships, guiding them through FPS tools, and coordinating with custodians to ensure accurate trade processing and paperwork.

Ideal candidates have 3+ years in finance or related fields and 2+ years in client relationship management or

Qualifications

• Minimum of a High school degree or equivalent; Bachelor's degree preferred
• Minimum of 3 years of working experience in finance or investment related fields
• Minimum of 2 years of client relationship management or customer service experience
• Must have computer skills with proficiency on Word, Excel, PowerPoint, and Outlook
• Must be highly motivated, detail‑oriented, organized and able to meet deadlines in a timely manner
• Must be flexible and able to quickly learn new procedures and methods
• Dependable and a team player who can maintain confidentiality and work independently
• Ability to prioritize workload and effectively contribute to group requirements
• Ability to exercise independent judgment, initiative, and tact in dealing with others to maintain effective working relationships with other employees and clients
• Ability to travel as needed for client meetings

Responsibilities

• Respond to advisor questions and requests in a timely manner
• Build and maintain good relationships with advisors through delivery of exceptional service
• Conduct regular meetings with each assigned advisor via telephone, video conference, or face‑to‑face meeting
• Educate and assist advisors to utilize available tools and resources provided by FPS to run a more efficient practice
• Work with custodians to resolve issues or questions on behalf of advisors
• Provide guidance and assistance to advisors
• Ensure trade requests are processed accurately and timely
• Ensure custodial paperwork is complete and accurate to avoid delay with account set‑up
• Ensure accounts are set up accurately in FPS' system(s) as well as with custodian
• Ensure billing is processed accurately and timely
• Provide training and mentoring to RM Support Specialists as needed
• Seek referral opportunities of new business for the company when available
• Support management and team with special projects and other duties as assigned
• Compensation will depend on the applicant’s skills and experience
• Company offers retirement and health benefits to eligible employees

Skills

Relationship management

Customer service

Finance knowledge

MS Office

Education

High school degree or equivalent

Bachelor's degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

FocusPoint Solutions, a back office outsource partner for RIAs and independent advisors, is seeking a Relationship Manager (RM) to own advisor satisfaction and serve as the primary contact for inquiries and issues. This role requires building strong advisor relationships, guiding them through FPS tools, and coordinating with custodians to ensure accurate trade processing and paperwork.

Ideal candidates have 3+ years in finance or related fields and 2+ years in client relationship management or