Focus Partners Wealth

Client Service Specialist

Santa Rosa, CA

Sponsorship not specified$70k-$75kDetected 15 days ago

SalesforceCRMResearchCommunicationCollaborationProblem SolvingTime ManagementAdaptabilityMicrosoft Teams

About the role

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.

Responsibilities

Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset.
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.
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.
This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.
Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests.
Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.

Requirements

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.
Strong problem-solving skills and ability to think critically and work independently in resolving client issues.
Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.
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.
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.
The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$75,000. 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 applicant's 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 Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's 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 careers@focuspartners.com.
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.

Compensation

The annualized base pay range for this role is expected to be between $70,000-$75,000.

Benefits

Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.

Company info

Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.

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This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.