Hybrid Wealth Client Service Specialist

Focus Financial Partners; Houston (TX); Hybrid; USD 65,000 - 70,000; 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 join our team. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.

They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Knowledge of custodians (Charles Schwab and Fidelity).
• Proficiency with Salesforce or similar CRM.
• Fast learner with strong information processing and organizational skills.
• Strong problem-solving skills and ability to work independently.
• Flexible and adaptable to a fast-paced, high-volume environment.
• Team-oriented and collaborative work approach.
• Comfort with 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 drive prompt resolution until fully resolved.
• Handle all communications between custodians and Operations with advisors or clients.
• Provide comprehensive operational support for monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple advisor and client requests across channels to meet SLAs.
• Escalate and track complex operations issues with custodian partners and internal teams.
• Collaborate with internal teams to research and respond to inquiries for a cohesive advisor and client experience.
• Utilize Salesforce to manage client cases with up-to-date documentation.
• Maintain clear communications with advisors and clients, including progress updates.
• Provide training support and coverage to team members.

Skills

Client service

Salesforce

Teamwork

Problem solving

Adaptability

Technology savvy

Job description

Focus Partners is seeking a Client Service Specialist to join our team. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.

They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.