Client Service Specialist
Colorado Springsonsitemid$55K – $60K
via Greenhouse
About this role
Primary Responsibilities
Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.
Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
Handle all communications between the custodians and Operations with advisors or clients.
Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.
Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.…
Read the full description on Focusfinancialpartners's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, salesforce
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Colorado Springs. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamssalesforce