Wealth Client Service Specialist — Hybrid Schedule

Remote Jobs; Portland (OR); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

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

We offer a hybrid schedule with 3 in-office days per week and up to 2 remote days, plus a comprehensive benefits package and potential bonus. The base pay range is disclosed and eligibility for additional rewards exists.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity).
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.
• Strong problem-solving skills and ability to think critically and work independently in resolving client issues.
• Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.
• Work well in a team environment, fostering a collaborative and inclusive work culture.
• Embrace innovative approaches and ideas and adapt quickly to new methods.
• Must be comfortable using technology and daily multi-tasking 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 work towards prompt resolution, following through until fully resolved.
• Handle all communications between custodians and Operations with advisors or clients.
• Provide comprehensive operational support to clients, including facilitating monetary, account opening, maintenance, and paperwork requests.
• Prioritize and manage multiple advisor and client requests simultaneously across channels to meet service level agreements.
• Collaborate with internal teams to research and respond to inquiries for a cohesive advisor and client experience.
• Utilize CRM platforms such as Salesforce to manage and monitor client cases daily with up-to-date documentation.
• Maintain clear and frequent communications with advisors and clients, providing timely responses and updates.
• Demonstrate high attention to detail to ensure accurate processing of client requests and transactions.
• Contribute to a positive team environment, deliver training support for new team members, and provide coverage to the team.
• Build trust and strong relationships with advisors and clients through high-touch, personalized interactions.

Skills

Client service

Attention to detail

Problem solving

Teamwork

Fast learner

Tools

Salesforce

Job description

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

We offer a hybrid schedule with 3 in-office days per week and up to 2 remote days, plus a comprehensive benefits package and potential bonus. The base pay range is disclosed and eligibility for additional rewards exists.