Wealth Advisory Client Services Specialist

Focus Partners; Houston (TX); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k)

Job summary

Focus Partners in Houston, TX is seeking a Client Service Specialist to deliver solution-oriented service to advisory teams and clients. The role operates in a hybrid model with three days in office per week and two remote days as assigned.

You will own client issues, coordinate with custodians, and provide operational support across accounts and paperwork. Ideal candidates have 3+ years in the RIA industry, strong knowledge of custodians, and proficiency with Salesforce.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of back-office processes and custodians (Charles Schwab and Fidelity).
• Proficiency in using Salesforce or a similar CRM system.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.
• Take ownership of client issues and resolve them promptly.
• Handle all communications between custodians and Operations with advisors or clients.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Manage multiple requests across channels while meeting service level agreements.
• Collaborate with internal teams to research and respond to inquiries for a cohesive client experience.
• Utilize Salesforce to manage and monitor client cases with up-to-date documentation.

Skills

Customer service

Salesforce

Communication

Organization

Problem-solving

Teamwork

Tools

Salesforce

Job description

Focus Partners in Houston, TX is seeking a Client Service Specialist to deliver solution-oriented service to advisory teams and clients. The role operates in a hybrid model with three days in office per week and two remote days as assigned.

You will own client issues, coordinate with custodians, and provide operational support across accounts and paperwork. Ideal candidates have 3+ years in the RIA industry, strong knowledge of custodians, and proficiency with Salesforce.