Hybrid Client Service & Operations Pro

Focus Financial Partners; West Hartford (CT); Hybrid; USD 75,000 - 85,000; 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 to deliver solutions-oriented service to advisory teams and clients. You will be the go-to contact for operational requests and ensure timely execution.

The role requires close teamwork across Client Service and the organization and involves daily collaboration with advisors and clients. The position offers a hybrid schedule with three days in office per week and two remote days, along with a comprehensive benefits package and potential

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of custodians (Charles Schwab and Fidelity).
• Proficiency in using Salesforce or a similar CRM system.
• Strong organizational and time management skills.
• Ability to work in a fast-paced, high-volume environment.

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, including monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple advisor and client requests simultaneously through different channels, ensuring SLAs are met.
• Collaborate with internal teams to research and respond to inquiries for a cohesive advisor and client experience.
• Utilize Salesforce to manage and monitor client cases daily, with up-to-date documentation.

Skills

Customer service

CRM experience

Communication

Problem solving

Tools

Salesforce

CRM tools

Job description

Focus Partners is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will be the go-to contact for operational requests and ensure timely execution.

The role requires close teamwork across Client Service and the organization and involves daily collaboration with advisors and clients. The position offers a hybrid schedule with three days in office per week and two remote days, along with a comprehensive benefits package and potential