Relationship Support Specialist (RSS)

FocusPoint Solutions; Portland (OR); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Retirement benefits

Health benefits

Job summary

FocusPoint Solutions in Portland, OR is seeking a Relationship Support Specialist to assist Advisors and Relationship Managers with daily operations, account setup, and reporting. You'll coordinate with custodians, handle billing support, and help with trading activity and special projects while maintaining confidentiality and accuracy.

This full-time role requires strong finance or business aptitude, excellent communication, and the ability to learn quickly in a fast-paced back-office

Qualifications

• Minimum high school diploma; a finance/business degree is preferred.
• At least 2 years in a professional office customer service role, ideally in finance.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Detail-oriented, organized, and able to meet deadlines.
• Able to learn new procedures quickly and maintain confidentiality.

Responsibilities

• Respond to service requests in a timely manner.
• Work with Custodians to resolve issues for advisors and Relationship Managers.
• Process custodial paperwork accurately and timely.
• Verify that information submitted to Custodian(s) received from advisors are accurately processed.
• Set up new accounts and maintain existing account information in our company’s portfolio management system.
• Obtain and format various reports for Relationship Managers to provide to advisors.
• Assist Relationship Managers with billing and billing maintenance to ensure accuracy and timeliness for advisors.
• Assist Relationship Managers with trading activities on accounts.
• Assist management and team with special projects.
• Other duties as assigned.

Skills

Customer service experience

Detail-oriented

Organized

Deadline-driven

Team player

Problem-solving

Independent work

Confidentiality

Prioritization

Adaptable

Education

High school diploma

Finance/business degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Relationship Support Specialist (RSS)

Job Type: Full-Time

FocusPoint Solutions is a customizable, total back office outsource solution for Registered Investment Advisors (RIAs) and independent advisors. We are more than just a system though. We’ve been supporting fee-only RIAs, hybrid advisors, and advisors seeking to transition from commissions to fees for more than 20 years. FocusPoint is dedicated to providing premium services and partnership to independent advisors at fair prices, helping them achieve real results and the businesses they’ve always wanted.

Responsibilities

• Respond to service requests in a timely manner
• Work with Custodians to resolve issues or questions for advisors and/or Relationship Managers
• Process custodial paperwork with accuracy and timeliness
• Verify that information and paperwork submitted to Custodian(s) received from advisors are accurately processed
• Set up new accounts and maintain existing account information in our company’s portfolio management system
• Obtain and format various reports for Relationship Managers to provide to advisors
• Assist Relationship Managers with billing and billing maintenance to ensure accuracy and timeliness for advisors
• Assist Relationship Managers with trading activities on accounts
• Assist management and team with special projects
• Other duties as assigned

Qualifications

• Minimum of a high school degree. Bachelor’s degree in finance or business related fields preferred.
• Minimum 2 year of experience in a professional office in a customer service role, preferably in finance or investment related fields
• Must have computer skills with proficiency on software programs such as Word, Excel, PowerPoint, and Outlook
• Must be highly motivated, detail-oriented, organized and able to meet deadlines in a timely manner
• Must be flexible and able to quickly learn new procedures and methods
• Dependable and a team player who can maintain confidentiality and work independently
• Ability to prioritize workload and effectively contribute to group requirements
• Ability to take initiative and problem solve
• Ability to use tact in dealing with others to maintain effective working relationships with other employees and clients

Compensation will depend on the applicant’s skills and experience. Company offers retirement and health benefits to eligible employees.