Hybrid Client Service Specialist — Wealth Advisory

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Hybrid schedule

Job summary

Focus Partners seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. The role serves as the go-to, primary contact for all operations requests and ensures timely execution, collaborating with teams across the organization.

The position offers a hybrid work model with 3 days in office and 2 remote days per week, supporting a fast-paced, client-focused environment and opportunities to train teammates.

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.
• Strong problem-solving skills and ability to think critically and work independently.
• Flexibility and adaptability to work in a fast-paced, dynamic, high-volume environment.
• 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.

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.
• Handle all communications between 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 across channels while meeting SLAs.
• Collaborate with custodians and internal teams to resolve complex operations issues.
• Research and respond to inquiries for a cohesive advisor and client experience.
• Utilize CRM platforms (Salesforce) to manage client cases with up-to-date documentation.
• Maintain clear communication, provide updates, and ensure timely responses to client inquiries.
• Demonstrate high attention to detail in processing client requests and communications.
• Provide training support and coverage for team members when needed.
• Build trusted relationships with advisors, clients, and team members through personalized interactions.

Skills

RIA industry experience

Custodian experience

Salesforce CRM

Attention to detail

Problem solving

Adaptability

Team collaboration

Innovative thinking

Tech-savvy

Job description

Focus Partners seeks a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. The role serves as the go-to, primary contact for all operations requests and ensures timely execution, collaborating with teams across the organization.

The position offers a hybrid work model with 3 days in office and 2 remote days per week, supporting a fast-paced, client-focused environment and opportunities to train teammates.