Hybrid Client Service Specialist – Advisor Ops

Remote Jobs; Hartford (CT); Híbrido; USD 75 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

401(k)

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Salesforce

CRM systems

Custodians

Client service

Organizational skills

Descrição da oferta de emprego

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