Hybrid Client Experience Specialist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners is seeking a Client Service Specialist in Portland, Oregon. The role focuses on delivering exceptional service to advisors and clients, acting as the primary contact for operational requests, and ensuring timely execution across teams.

The position offers a hybrid schedule with in-office and remote days. Ideal candidates have 3+ years in the RIA industry with custodian experience, proficiency with Salesforce, and strong organization and communication skills.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills.
• Strong problem-solving skills and the ability to work independently.
• Flexible and adaptable in a fast-paced, high-volume environment.
• Enjoys collaboration and builds strong internal relationships.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a 'one contact resolution' mindset.
• Take ownership of client issues and drive prompt resolution until fully resolved.
• Handle communications between custodians, Operations, advisors, and clients.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple requests across channels while meeting SLAs.
• Collaborate with internal teams to research inquiries and ensure cohesive advisor and client experience.
• Use CRM platforms to manage and monitor client cases with up-to-date documentation.
• Maintain clear, proactive communication with advisors and clients on progress.

Skills

Client-facing service

CRM usage

Time management

Problem solving

Teamwork

Tech-savvy

Tools

Salesforce

Job description

Focus Partners is seeking a Client Service Specialist in Portland, Oregon. The role focuses on delivering exceptional service to advisors and clients, acting as the primary contact for operational requests, and ensuring timely execution across teams.

The position offers a hybrid schedule with in-office and remote days. Ideal candidates have 3+ years in the RIA industry with custodian experience, proficiency with Salesforce, and strong organization and communication skills.