Client Service Specialist

Position Summary

Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience. Excellent client communication skills an ownership mindset and the ability to manage multiple timelines and diverse requests are required for this role. Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day. The Client Service Specialist is part of dynamic team and department and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.

Duties may fluctuate with season volumes market volatility and team coverage so flexibility and adaptability are critical.Occasional overtime may be required. Attention to detail taking initiative and being proactive successful problem solving and consistent follow-through are essential to be successful in this role.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week while giving team members the option to work remotely 2 day per week or as assigned by their team leader.

Primary 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 the matter is fully resolved.
• Handle all communications between the custodians and Operations with advisors or clients.
• Provide comprehensive operational support to clients which can include facilitating monetary account opening maintenance and paperwork requests.
• Act as a strong advocate for our clients demonstrating empathy and understanding their requests and needs.
• Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email Microsoft Teams phone and CRM/portal) ensuring our service level agreements are met. This requires strong organizational and time management skills as well as the ability to handle competing priorities and manage client and advisor expectations.
• Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information escalate and track issues propose win-win solutions and communicate updates to advisors and clients.
• Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.
• Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis ensuring accurate and up-to-date documentation and case progress.
• Maintain clear and frequent communications with advisors and clients keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.
• Demonstrate care empathy and a genuine desire to help advisors and clients.
• Demonstrate high attention to detail to ensure accurate and error-free processing of client requests transactions and client and advisor communications.
• Contribute to a positive team environment deliver training support for our newest team members and provide advisory team coverage support to team members.
• Must work well independently and in a collaborative team environment where team members are based in different geographic locations.
• Builds trust and strong working relationships with advisors clients and Client Service team members through high-touch personalized interactions one interaction at a time.
• Coordinate tax return assembly & delivery (certified mailings FedEx UPS encrypted links/emails & Docusign).
• Responsible for overall document organization including scanning and storage both physical & within department management system.
• Communicate & coordinate receipt and delivery of tax organizers incoming/outgoing data returns tax payments & bills with clients advisors and internal teams.
• Submit electronic tax filings and track acceptances.
• Manage and track notices included state and local tax notices.

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 Fidelity and Pershing)
• 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.

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70000-$80000. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.