Focus Financial Partners, LLC
Client Service Specialist Hingham, MA
Focus Financial Partners, LLC, Hingham, Massachusetts, us, 02043
Focus Partners Wealth is seeking a Client Service Specialist in our Hingham office. 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.
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, ensuring our service level agreements are met. Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. 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. Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. 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. Qualifications
Work Experience: 5+ 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. Operations experience in privates / alternative investments is a plus. Experience working with UHNW and / or Family Office clients. Fast learner with excellent information processing and organizational skills. 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. 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 annualized base pay range for this role is expected to be between $55,000-$65,000. 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. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus is an equal opportunities employer and welcomes applications from all qualified candidates. For more information about Focus, please visit www.focusfinancialpartners.com. Equal Employment Opportunity (EEO) Statement:
Focus is committed to equal employment opportunities for all applicants and employees. It is the policy of the Company to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.
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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, ensuring our service level agreements are met. Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. 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. Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. 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. Qualifications
Work Experience: 5+ 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. Operations experience in privates / alternative investments is a plus. Experience working with UHNW and / or Family Office clients. Fast learner with excellent information processing and organizational skills. 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. 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 annualized base pay range for this role is expected to be between $55,000-$65,000. 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. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus is an equal opportunities employer and welcomes applications from all qualified candidates. For more information about Focus, please visit www.focusfinancialpartners.com. Equal Employment Opportunity (EEO) Statement:
Focus is committed to equal employment opportunities for all applicants and employees. It is the policy of the Company to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.
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