Client Service Specialist

Position: Dynamic Client Service Specialist Role
Join Focus Partners as a Client Service Specialist, where exceptional service and problem-solving skills drive client satisfaction in a supportive hybrid work setting.

As the point of contact for clients and advisors, you’ll tackle operational requests with precision. Strong communication and organizational skills, along with a proactive approach, are required to manage the workflow and maintain high service levels. You'll collaborate closely with teams to ensure seamless delivery of service and support.

Key Responsibilities:

• Ensure timely and accurate service delivery to clients and advisors

• Take ownership of and resolve client issues efficiently

• Handle all custodial communications for seamless operations

• Provide comprehensive support for client account requests

• Demonstrate client advocacy and empathy throughout interactions

Requirements:

• Minimum of 3 years in the RIA industry

• Experience with custodians like Charles Schwab and Fidelity

• CRM skills, particularly with Salesforce

• Excellent problem-solving and information processing abilities

• Adaptability to manage high workload in fast-paced settings

Bring your service expertise to Focus Partners and enhance the client experience through dedicated support.
#J-18808-Ljbffr