Service Specialist
4 weeks ago
Service Specialist 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. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility and the ability to work within tight deadlines will be critical. Strong communication, attention to detail, and willingness to learn are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary 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. Qualifications 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 The Service Specialist is a non-exempt role. The annualized base pay range for this role is expected to be between $55,000 - $60,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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Service Specialist
4 weeks ago
St Louis, United States Focus Financial Partners Inc. Full timeService Specialist 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...
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Service Specialist
4 weeks ago
St. Louis, United States Focus Financial Partners Full timeService SpecialistFocus 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...
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Customer Service Specialist
4 weeks ago
St Louis, United States TIBCO Software Full timeCustomer Service Specialist - ( 22000 PTJ ) Description Why Sherwin-Williams Here, we believe there's not one path to success, we believe in careers that grow with you. Whoever you are or wherever you come from in the world, there's a place for you a Customer Service Specialist, Customer Service, Specialist, Technology, Sales
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Service Specialist
1 week ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition Summary 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...
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Service Specialist
3 days ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition Summary 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...
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Customer Service Specialist
7 days ago
St Louis, United States Exede Search Partners Full timeOverview Our client, a St. Louis based manufacturer / distributor located in Earth City, is hiring for a Customer Service Specialist. Must be detail oriented, have excellent communication skills and possess the ability to resolve issues and ensure accuracy. Compensation Base pay range $50,000.00/yr - $55,000.00/yr Additional compensation: Annual Bonus Work...
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Customer Service Specialist
1 week ago
St Louis, MO, United States Exede Search Partners Full timeOverview Our client, a St. Louis based manufacturer / distributor located in Earth City, is hiring for a Customer Service Specialist. Must be detail oriented, have excellent communication skills and possess the ability to resolve issues and ensure accuracy. Compensation Base pay range $50,000.00/yr - $55,000.00/yr Additional compensation: Annual Bonus Work...
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Customer Service Specialist
1 week ago
St Louis, MO, United States Exede Search Partners Full timeOverview Our client, a St. Louis based manufacturer / distributor located in Earth City, is hiring for a Customer Service Specialist. Must be detail oriented, have excellent communication skills and possess the ability to resolve issues and ensure accuracy. Compensation Base pay range $50,000.00/yr - $55,000.00/yr Additional compensation: Annual Bonus Work...
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Customer Service Specialist
1 week ago
St Louis, MO, United States Exede Search Partners Full timeOverview Our client, a St. Louis based manufacturer / distributor located in Earth City, is hiring for a Customer Service Specialist. Must be detail oriented, have excellent communication skills and possess the ability to resolve issues and ensure accuracy. Compensation Base pay range $50,000.00/yr - $55,000.00/yr Additional compensation: Annual Bonus Work...
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Customer Service Specialist
1 week ago
St Louis, MO, United States Exede Search Partners Full timeOverview Our client, a St. Louis based manufacturer / distributor located in Earth City, is hiring for a Customer Service Specialist. Must be detail oriented, have excellent communication skills and possess the ability to resolve issues and ensure accuracy. Compensation Base pay range $50,000.00/yr - $55,000.00/yr Additional compensation: Annual Bonus Work...
