Client Service Specialist

Focus Partners Wealth•Portland, OR

2d•Hybrid

About The Position

Focus Partners is seeking a Client Service Specialist to deliver solutions-oriented operational and service support to advisory teams and clients. The specialist serves as a primary contact for service and operational requests, takes ownership of issues through resolution, and helps ensure requests are completed accurately and on time. The role involves frequent collaboration with teammates across Client Service and the broader organization, as well as communication with custodians, advisors, clients, and internal departments. The position supports requests such as monetary transactions, account opening, account maintenance, and paperwork. The specialist manages multiple requests across channels, tracks cases in a CRM, communicates progress, and helps resolve complex operational issues. The role also contributes to a positive team environment by supporting training for new team members and providing coverage for advisory teams. The position offers a hybrid schedule: three days of required in-office work per week, with the option to work remotely two days per week or as assigned by the team leader. It is non-exempt. The expected annualized base salary range is $70,000–$75,000; actual pay may vary based on experience, expertise, work location, and skills. An annual cash bonus and benefits package may also be offered. The job title may be subject to change based on the selected candidate’s experience and education.

Requirements

At least 3 years of experience in the RIA industry with custodian and client-facing service experience.
Extensive knowledge of industry basics and back-office processes, including experience with custodians such as Charles Schwab and Fidelity.
Proficiency with Salesforce or a similar CRM system.
Strong information-processing and organizational skills, including the ability to absorb, organize, and recall information from various sources and communication methods.
Strong problem-solving and critical-thinking skills, with the ability to work independently to resolve client issues.
Ability to adapt to a fast-paced, dynamic, high-volume environment.
Ability to work well in a team and foster a collaborative and inclusive work culture.
Comfort using technology and multitasking across multiple web-based platforms and applications.

Nice To Haves

Embrace innovative approaches and ideas and adapt quickly to new methods.

Responsibilities

Deliver accurate and timely service to advisors and clients with a one-contact-resolution mindset.
Take ownership of client issues and follow through until fully resolved.
Handle communications between custodians and Operations, advisors, and clients.
Provide operational support, including monetary requests, account opening, account maintenance, and paperwork.
Prioritize and manage multiple requests across email, Microsoft Teams, phone, and CRM or portal channels while meeting service-level agreements.
Resolve diverse and complex operational issues by gathering information, escalating and tracking issues, proposing solutions, and communicating updates.
Collaborate with internal teams to research and respond to inquiries while balancing advocacy for internal and external partners.
Use a CRM platform such as Salesforce to manage client cases and maintain accurate documentation and case progress.
Communicate frequently with advisors and clients, provide timely responses, and proactively share updates on service requests.
Process client requests, transactions, and communications accurately and with attention to detail.
Support a positive team environment, provide training support to new team members, and provide advisory-team coverage for teammates.
Build trust and strong working relationships with advisors, clients, and Client Service team members through personalized interactions.