Remote Client Service Advisor — Pacific Time

Focus Partners; United States; Remote; USD 70,000 - 75,000; Full time

Job summary

Focus Partners Wealth, a trusted wealth management firm, is seeking a remote Client Service Specialist to support RIAs and clients across the United States. You will deliver accurate, timely service with a one-contact resolution mindset and manage advisor and client requests via email, Microsoft Teams, phone, and CRM platforms.

You will collaborate with internal teams, use Salesforce daily, and provide training support to newer teammates while maintaining high attention to detail and empathy for

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of 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 work independently.
• Flexible and adaptable to fast-paced, high-volume environment.
• Able to multitask 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 resolve promptly, following through to completion.
• Handle communications between custodians and Operations with advisors or clients.
• Provide operational support including monetary, account opening, maintenance, and paperwork requests.
• Advocate for clients with empathy and understanding of their needs.
• Manage multiple requests across channels (email, Teams, phone, CRM) meeting SLAs.

Skills

CRM proficiency

Salesforce

Communication

Organizational skills

Problem solving

Team collaboration

Tech-savvy

Tools

Salesforce

Job description

Focus Partners Wealth, a trusted wealth management firm, is seeking a remote Client Service Specialist to support RIAs and clients across the United States. You will deliver accurate, timely service with a one-contact resolution mindset and manage advisor and client requests via email, Microsoft Teams, phone, and CRM platforms.

You will collaborate with internal teams, use Salesforce daily, and provide training support to newer teammates while maintaining high attention to detail and empathy for