Client Experience Specialist — Wealth Advisory Support

LE0123 Focus Partners Wealth LLC

United States

On-site

USD 80,000 - 87,000

Full time

14 days+

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Job summary

Focus Partners Wealth LLC seeks a client service operations specialist in the United States to support advisors and clients with a one-contact resolution approach. You will manage custody-related requests, open accounts, and handle maintenance tasks across multiple channels, ensuring SLAs are met.

Ideal candidates have 3+ years in the RIA space, strong CRM skills (Salesforce), and a proactive, detail-oriented mindset.

Qualifications

Bachelor's degree preferred; 3+ years in the RIA industry with custodian and client-facing service experience.
Strong knowledge of back-office processes, including custodians (Charles Schwab and Fidelity).
Proficiency with Salesforce or similar CRM systems.
Excellent information processing, time management, and organizational skills.
Capable of working independently in a fast-paced, high-volume environment.

Responsibilities

Deliver accurate and timely service daily to advisors and clients with a one-contact resolution mindset.
Own client issues and drive resolution, maintaining updates with custodians, operations, and clients.
Provide comprehensive operational support including cash movements, account openings, maintenance, and paperwork requests.
Prioritize multiple requests across email, Teams, phone, and CRM/portal to meet SLAs.
Collaborate with internal teams to research inquiries and escalate issues when needed.
Maintain up-to-date CRM case documentation and proactive client communications.