Client Service Specialist

Job Description Summary:

Job Description:

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.

• 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 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.

• Builds trust and strong working relationships with advisors clients and Client Service team members through high-touch personalized interactions one interaction at a time.

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.

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70000-$75000. 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.

Focus Partners is an organization of wealthasset and business management resources that brings strength innovation and partnership to client relationships. Through a comprehensive range of services Focus Partners supports clients at every stage of life helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios anddeliverspersonalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus a leading financial services firmcomprisedof wealth management family office and business management services. To learn more about Focus visitor follow the company onLinkedIn.

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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 or follow the company onLinkedIn.

EEO Statement: 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

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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.