Client Service Specialist

Focus Financial Partners

Charleston, WV, United States
Base: $47,000 - $55,000; bonus/equity: annual cash...
On-site
Client service and operational support
Use of salesforce or similar crm
Manage multiple client requests
The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations

Job Summary

  • The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.
  • Focus provides team members the flexibility to work a hybrid schedule with 3 days in office and 2 days remote per week.
  • The role requires close teamwork and daily collaboration with teammates across Client Service and the organization.

Matching Summary

The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.

Salary

Base: $47,000 - $55,000; Bonus/Equity: Annual cash bonus possible; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client service and operational support
  • Use of Salesforce or similar CRM
  • Manage multiple client requests
  • Collaboration with custodians and internal teams
  • High attention to detail
  • Strong organizational skills
  • Effective client communication

Nice-to-have

  • Ownership mindset
  • Empathy and client advocacy
  • Flexibility and adaptability
  • Team collaboration across locations
  • Problem-solving skills
  • Fast learner
  • Comfortable with technology multitasking

Key Requirements

  • 3+ years in RIA industry
  • Custodian and client-facing service experience
  • Knowledge of Charles Schwab and Fidelity custodians
  • Proficiency with Salesforce or similar CRM
  • Ability to work independently and in teams

Work Rights

Not specified

Tailored Resume

Cover Letter