Client Service Specialist

<p></p> <p><strong>Position Summary</strong></p> <p>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.&nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.&nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.&nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.&nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.&nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.&nbsp; 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.&nbsp;</p> <p>Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.&nbsp;&nbsp;<em>Occasional overtime may be required.</em>&nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.&nbsp;</p> <p>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.</p> <p></p> <p><strong>Primary Responsibilities</strong></p> <ul> <li>Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.</li> <li>Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.</li> <li>Handle all communications between the custodians and Operations with advisors or clients.</li> <li>Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.</li> <li>Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.</li> <li>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,