Client Experience Specialist - Wealth Management

Focus Partners Wealth; Andover (MA); On-site; USD 80,000 - 87,000; Full time

Job summary

Focus Partners seeks a dedicated client service professional to deliver accurate and timely support to advisors and clients, embracing a one-contact resolution mindset and owning issues through resolution. You will coordinate with custodians such as Schwab and Fidelity, utilize Salesforce CRM, and multitask across email, Teams, phone, and portals to meet SLAs while maintaining strong client relationships.

A Bachelor’s degree and 3+ years in the RIA back office/service are preferred; this is a

Qualifications

• Bachelor's degree preferred; 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.

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.
• Provide comprehensive operational support to clients, including facilitating monetary, account opening, maintenance, and paperwork requests.

Skills

Salesforce

Custodian experience

Client-facing

Time management

Problem solving

Communication

Education

Bachelor's degree preferred

Job description

Focus Partners seeks a dedicated client service professional to deliver accurate and timely support to advisors and clients, embracing a one-contact resolution mindset and owning issues through resolution. You will coordinate with custodians such as Schwab and Fidelity, utilize Salesforce CRM, and multitask across email, Teams, phone, and portals to meet SLAs while maintaining strong client relationships.

A Bachelor’s degree and 3+ years in the RIA back office/service are preferred; this is a