Hybrid Client Service Specialist, Wealth Advisory

Talentify; Colorado Springs (CO); Hybrid; USD 62,000 - 68,000; 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 primary contact for operational requests and ensure timely execution.

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days. Proficiency with Salesforce, strong communication, and teamwork are essential to manage multiple requests and maintain SLAs across channels.

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 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.
• 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.

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 facilitating monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple advisor and client requests through various channels to meet service level agreements.
• 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

Client service experience

CRM usage (Salesforce)

Communication

Problem solving

Team collaboration

Adaptability

Tools

Salesforce

Job description

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

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days. Proficiency with Salesforce, strong communication, and teamwork are essential to manage multiple requests and maintain SLAs across channels.