Client Service Specialist

Focus Financial Partners

Colorado Springs, CO, United States
Base: $55,000-$60,000; bonus: annual cash bonus av...
On-site
3+ years ria industry experience
Custodian knowledge (schwab/fidelity)
Salesforce crm proficiency
The role requires delivering accurate and timely service to advisors and clients with a one contact resolution mindset

Job Summary

  • The role requires delivering accurate and timely service to advisors and clients with a one contact resolution mindset.
  • Candidates must possess extensive knowledge of back-office processes including Charles Schwab and Fidelity custodians.
  • The position offers an annualized base pay range between $55,000 and $60,000 along with potential cash bonuses.

Matching Summary

The role requires delivering accurate and timely service to advisors and clients with a one contact resolution mindset.

Salary

Base: $55,000-$60,000; Bonus: Annual cash bonus available; Benefits: Comprehensive benefits package included

Skills & Requirements

Must-have

  • 3+ years RIA industry experience
  • Custodian knowledge (Schwab/Fidelity)
  • Salesforce CRM proficiency
  • High-volume client request handling
  • Multi-channel communication management

Nice-to-have

  • Empathy and advocacy mindset
  • Collaborative team environment
  • Fast learner with adaptability
  • Training support for new members
  • Innovative problem-solving approach

Key Requirements

  • 3+ years in RIA industry
  • Experience with custodian systems
  • Proficiency in Salesforce or similar CRM

Work Rights

Not specified

Tailored Resume

Cover Letter