Client Service Specialist

Focus Financial Partners
Houston, Texas, United States
Full Time
Hybrid
Mid
USD 70,000 – 75,000
Finance & Accounting Financial Services Insurance

Posted 3 weeks ago

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Excellent 4.7

Job summary

The Client Service Specialist provides operational, client-facing support in a financial services firm. Responsibilities include handling client and advisor requests, using CRM systems, maintaining communication, and ensuring prompt and accurate service, all within a collaborative team environment.

Responsibilities

The Client Service Specialist serves as the primary point of contact for advisory teams and clients, managing operational requests and resolving issues with a one-contact resolution mindset. They are responsible for maintaining accurate documentation in CRM systems and collaborating across departments to ensure timely service delivery.

Qualifications

Client Management Collaboration Communication CRM Customer Service Financial Industry Knowledge Multitasking Organizational Skills Problem-solving Time Management

Candidates must have 3+ years of experience in the RIA industry with specific knowledge of custodians like Charles Schwab and Fidelity. Proficiency in Salesforce or similar CRM platforms and strong organizational skills are required to manage high-volume, complex client requests.

English

Benefits

  • Medical
  • Dental
  • Vision
  • Life insurance
  • 401(k)
  • Annual cash bonus

Company

Focus Financial Partners

Focus Financial Partners

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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