Wealth Client Experience Specialist – Hybrid

LE0123 Focus Partners Wealth LLC; Atlanta (GA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You’ll be the go-to contact for operational requests, collaborating across the organization and using Salesforce to manage cases daily.

The role is non-exempt with a base pay range of $75,000–$80,000 per year. A comprehensive benefits package and potential bonus accompany the base pay, with a hybrid schedule allowing three days in office per week and two remote days.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of back-office processes, including custodians (Charles Schwab and Fidelity).
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with strong information processing and organizational skills.
• Ability to manage multiple requests and meet service level agreements.
• Collaborative team player with a client-focused mindset.

Responsibilities

• Deliver accurate and timely service to advisors and clients with a one-contact resolution mindset.
• Own client issues and drive prompt resolution until fully resolved.
• Coordinate communications between custodians and operations with advisors/clients.
• Provide operational support for monetary, account opening, maintenance, and paperwork requests.
• Prioritize multiple requests across channels to meet SLAs.
• Maintain documentation and case progress in CRM daily.
• Collaborate with internal teams to respond to inquiries for a cohesive client experience.

Skills

RIA industry experience

Custodian knowledge

CRM proficiency

Problem solving

Strong communication

Team collaboration

Tech-savvy/multi-tasking

Tools

Salesforce

Job description

Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You’ll be the go-to contact for operational requests, collaborating across the organization and using Salesforce to manage cases daily.

The role is non-exempt with a base pay range of $75,000–$80,000 per year. A comprehensive benefits package and potential bonus accompany the base pay, with a hybrid schedule allowing three days in office per week and two remote days.