Client Service Specialist

Focus Partners Wealth; Atlanta (GA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive pay

Benefits package

Job summary

Focus Partners Wealth in Atlanta seeks a Client Service Specialist to deliver accurate, timely service to advisors and clients with a one-contact resolution mindset. You will own client issues end-to-end, coordinate with custodians and operations, and manage account opening and paperwork requests across channels to meet SLAs.

The role requires teamwork across Client Service, familiarity with CRM platforms like Salesforce, and a high attention to detail in processing transactions, with a hybrid

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Proficiency in Salesforce or a similar CRM system.
• Strong problem-solving and ability to work independently.

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 fully resolved.
• Handle communications between custodians, Operations, advisors, and clients.
• Provide operational support including account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple requests across channels to meet service level agreements.
• Collaborate with internal teams to research inquiries and respond to clients for a cohesive experience.
• Maintain up-to-date documentation in CRM and communicate progress to advisors and clients.

Skills

Customer service

Problem solving

Teamwork

Attention to detail

Multitasking

Adaptability

Tools

Salesforce

Job description

## Client Service SpecialistApplyremote type: Partially Remotelocations: Atlanta, Georgiatime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100142**Job Description Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.**Job Description:****Primary 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.* Handle all communications between the custodians and Operations with advisors or clients.* Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.* Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.* Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.* Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.* Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress.* Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.* Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.* Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.* Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.**Qualifications*** 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.* Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.* Strong problem-solving skills and ability to think critically and work independently in resolving client issues.* Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.* Work well in a team environment, fostering a collaborative and inclusive work culture.* Embrace innovative approaches and ideas and adapt quickly to new methods.* Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000-$80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.