Client Service Specialist

Remote Jobs; Hartford (CT); Ibrido; USD 75.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k)

Descrizione del lavoro

Focus Partners seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients, acting as the primary go-to contact for operational requests. The role collaborates across the organization and uses Salesforce daily to maintain accurate case records.

The position offers a hybrid schedule with in-office and remote work options. The ideal candidate has 3+ years in the RIA space, strong knowledge of custodians (Schwab, Fidelity), and excellent organizational

Competenze

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of custodians (Charles Schwab and Fidelity).
• Proficiency in Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills.
• Able to work in a fast-paced, high-volume environment.

Mansioni

• Deliver accurate and timely service to advisors and clients with a one contact resolution mindset.
• Take ownership of client issues and drive prompt resolution.
• Handle communications between custodians, Operations, advisors and clients.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Prioritize multiple requests across channels to meet service level agreements.
• Collaborate with internal teams to research inquiries and respond to advisor/client needs.
• Use Salesforce to manage and monitor client cases daily.
• Maintain clear, proactive communications with advisors and clients.

Conoscenze

Salesforce

CRM systems

Custodians

Client service

Organizational skills

Descrizione del lavoro

Job Description Summary

Focus Partners 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, elevate 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.

This position is a non‑exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to