Client Service & Operations Pro (Hybrid)

Focus Partners Wealth; Portland (OR); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

Focus Partners Wealth in Portland seeks a Client Service Specialist to deliver timely, solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests, collaborating across departments and custodians to ensure fast resolution.

Responsibilities include managing monetary and paperwork requests, communicating across channels, and maintaining accurate CRM case records.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Experience with custodians Charles Schwab and Fidelity.
• Proficiency in Salesforce or similar CRM.

Responsibilities

• Deliver accurate, timely service to advisors and clients with a one contact resolution mindset.
• Own client issues and drive prompt resolution through completion.
• Coordinate communications between custodians, advisors, and clients.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Manage multiple requests via email, Teams, phone, and CRM/portal while meeting SLAs.
• Use CRM (Salesforce) to document cases and track progress.

Skills

Salesforce CRM

Customer service

Team collaboration

Tools

Salesforce CRM

Job description

Focus Partners Wealth in Portland seeks a Client Service Specialist to deliver timely, solutions-oriented service to advisory teams and clients. You will be the primary contact for operational requests, collaborating across departments and custodians to ensure fast resolution.

Responsibilities include managing monetary and paperwork requests, communicating across channels, and maintaining accurate CRM case records.