Wealth Client Experience Specialist (Hybrid)

Focus Partners Wealth; Atlanta (GA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive pay

Benefits package

Job summary

Focus Partners Wealth in Atlanta seeks a Client Service Specialist to deliver accurate, timely service to advisors and clients with a one-contact resolution mindset. You will own client issues end-to-end, coordinate with custodians and operations, and manage account opening and paperwork requests across channels to meet SLAs.

The role requires teamwork across Client Service, familiarity with CRM platforms like Salesforce, and a high attention to detail in processing transactions, with a hybrid

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Proficiency in Salesforce or a similar CRM system.
• Strong problem-solving and ability to work independently.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.
• Take ownership of client issues and work towards prompt resolution, following through until fully resolved.
• Handle communications between custodians, Operations, advisors, and clients.
• Provide operational support including account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple requests across channels to meet service level agreements.
• Collaborate with internal teams to research inquiries and respond to clients for a cohesive experience.
• Maintain up-to-date documentation in CRM and communicate progress to advisors and clients.

Skills

Customer service

Problem solving

Teamwork

Attention to detail

Multitasking

Adaptability

Tools

Salesforce

Job description

Focus Partners Wealth in Atlanta seeks a Client Service Specialist to deliver accurate, timely service to advisors and clients with a one-contact resolution mindset. You will own client issues end-to-end, coordinate with custodians and operations, and manage account opening and paperwork requests across channels to meet SLAs.

The role requires teamwork across Client Service, familiarity with CRM platforms like Salesforce, and a high attention to detail in processing transactions, with a hybrid