Service Specialist jobs in United States
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Focus Partners Wealth · 2 months ago

Service Specialist

positionSt. Louis, MO
timeFull-time
remoteHybrid
seniorityEntry Level
money$55K/yr - $60K/yr
date1+ years exp

Focus Partners Wealth is seeking a Service Specialist to join their team, which focuses on providing exceptional service to independent financial advisors. The role involves collaborating with internal teams and serving as a liaison with custodians to ensure timely execution of operational and service requests.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

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

Qualification

Financial services experienceCustomer service experienceBachelor's degreeCommunication skillsAttention to detailFlexibilityTeam collaboration

Required

Bachelor's degree from an accredited college; or 2+ years of equivalent work experience

Preferred

1+ years in the financial services industry preferred
Preference for prior customer-service related experience

Benefits

Annual cash bonus
Comprehensive benefits package

Company

Focus Partners Wealth

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
dateFounded in 1986
location
Los Angeles, California, USA
people-size1001-5000 employees
web-link
http://thecolonygroup.com

Funding

Current Stage
Late Stage

Leadership Team

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Craig S Jones
Chief Diversity Officer
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Recent News

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2025-04-26
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2024-04-08
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2024-04-08
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