Service Specialist - Remote

Overview

Focus Partners Wealth is seeking a Service Specialist to join our team! The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests.

In Short

• Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors.
• Collaborate closely with internal teams to research and respond to inquiries for a seamless advisor experience.
• Position Advisor Services and internal Operations teams as advisor advocates when resolving escalations.
• Serve as the primary liaison with our Custodians (Schwab, Fidelity, Pershing, etc.).
• Effectively prioritize work to meet deadlines and service level agreements.
• Take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms.
• Assist with a variety of requests through email, inbound and outbound calls, and online portal.
• Support the Service Manager team by filling in for daily coverage, as needed.
• Support the Service Manager team by completing report-centric tasks from internal teams.
• Other duties and projects will be assigned as needed.

Requirements

• Bachelor’s degree from an accredited college; or 2+ years of equivalent work experience
• 1+ years in the financial services industry preferred
• Preference for prior customer-service related experience

Benefits

• Flexible hybrid work model with 3 days in office and 2 days remote
• Annual cash bonus potential
• Comprehensive benefits package