Wealth Client Experience Specialist

Focus Financial Partners; Colorado Springs (CO); Hybrid; USD 62,000 - 68,000; Full time

Job summary

Focus Partners Wealth is seeking a Client Service Specialist to join our team. This role delivers solutions-oriented service to advisory teams and clients, acting as the go-to contact for all operational requests and ensuring timely execution.

The position requires collaboration with teammates across Client Service and the organization. The role supports a hybrid work model with three days in-office per week and two remote days, emphasizing thorough communication and meticulous case management

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Experience with custodians such as Charles Schwab and Fidelity.
• Proficiency with Salesforce or a similar CRM.
• Strong problem-solving, multi-tasking, and communication skills.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.
• Own client issues and drive prompt resolution to full completion.
• Coordinate communications between custodians, Operations, advisors and clients.
• Provide operational support for monetary, account openings, maintenance, and paperwork.
• Manage multiple requests across channels while meeting service level agreements.
• Use CRM to document cases and track progress daily.
• Communicate progress and updates to advisors and clients.

Skills

CRM

Salesforce

Customer service

Communication

Problem solving

Tools

Salesforce

CRM software

Job description

Focus Partners Wealth is seeking a Client Service Specialist to join our team. This role delivers solutions-oriented service to advisory teams and clients, acting as the go-to contact for all operational requests and ensuring timely execution.

The position requires collaboration with teammates across Client Service and the organization. The role supports a hybrid work model with three days in-office per week and two remote days, emphasizing thorough communication and meticulous case management