Relationship Support Specialist

3 weeks ago


Portland, United States FocusPoint Solutions Full time

**Relationship Support Specialist (RSS)**

Job Type: Full-Time

FocusPoint Solutions is a customizable, total back office outsource solution for Registered Investment Advisors (RIAs) and independent advisors. We are more than just a system though. Weve been supporting fee-only RIAs, hybrid advisors, and advisors seeking to transition from commissions to fees for more than 20 years. FocusPoint is dedicated to providing premium services and partnership to independent advisors at fair prices, helping them achieve real results and the businesses theyve always wanted.

**Position**

Our Relationship Support Specialist is responsible for assisting the service department at our company provide operational and client support functions for financial advisors.

**Responsibilities**

* Respond to service requests in a timely manner

* Work with Custodians to resolve issues or questions for advisors and/or Relationship Managers

* Process custodial paperwork with accuracy and timeliness

* Verify that information and paperwork submitted to Custodian(s) received from advisors are accurately processed

* Set up new accounts and maintain existing account information in our companys portfolio management system

* Obtain and format various reports for Relationship Managers to provide to advisors

* Assist Relationship Managers with billing and billing maintenance to ensure accuracy and timeliness for advisors

* Assist Relationship Managers with trading activities on accounts

* Assist management and team with special projects

* Other duties as assigned

**Qualifications**

* Minimum of a high school degree. Bachelors degree in finance or business related fields preferred.

* Minimum 2 year of experience in a professional office in a customer service role, preferably in finance or investment related fields

* Must have computer skills with proficiency on software programs such as Word, Excel, PowerPoint, and Outlook

* Must be highly motivated, detail-oriented, organized and able to meet deadlines in a timely manner

* Must be flexible and able to quickly learn new procedures and methods

* Dependable and a team player who can maintain confidentiality and work independently

* Ability to prioritize workload and effectively contribute to group requirements

* Ability to take initiative and problem solve

* Ability to use tact in dealing with others to maintain effective working relationships with other employees and clients



  • Portland, United States Maine Health Full time

    Part Time 165 Lancaster St. Behavioral Health Day/Evening Supporting the Portland Community Peer Support Specialists provide one-on-one support to people in the community, at their homes, and/or at the location where the peer supporter works. Peer Support Specialists also provide group facilitation in various topics related to the setting in which they...


  • Portland, United States Maine Medical Center Full time

    Summary Supporting the Portland Community Peer Support Specialists provide one-on-one support to people in the community, at their homes, and/or at the location where the peer supporter works. Peer Support Specialists also provide group facilitation in various topics related to the setting in which they work, including topics such as wellness, recovery,...


  • South Portland, United States Acadia Healthcare Inc. Full time

    Overview Seeking: Peer Support Specialist - Certified in Intentional Peer Support (CIPSS) or must be a Certified Recovery Coach Full Time Schedule: Monday - Friday, 5:00 AM - 1:30 PM Our Benefits: * Quarterly Bonus Program * Medical, Dental, and Vision insurance * Competitive 401(k) plan * Paid vacation and sick time * STAR LRP Student Loan Forgiveness *...


  • Portland, United States Central City Concern Full time

    The HOPE program is a permanent housing project that places highly vulnerable and chronically homeless individuals and families into scattered site apartments around the Portland Metro area. It is a housing first model and does not require clients to Support Specialist, Support, Specialist, Peer, Mental Health, Housing, Business Services


  • Portland, United States mhacbo.org Full time

    Job DescriptionThe Peer Support Specialist, as part of an integrated care team, will provide peer-based, supportive services to adults, children, adolescents and families as assigned by a designated QMHP or Clinical Supervisor. The Counselor I may be assigned to any agency program including, but not limited to: ACT, Crisis, Intensive Services, Outpatient,...


  • Portland, United States mhacbo.org Full time

    Job DescriptionThe Peer Support Specialist, as part of an integrated care team, will provide peer-based, supportive services to adults, children, adolescents and families as assigned by a designated QMHP or Clinical Supervisor. The Counselor I may be assigned to any agency program including, but not limited to: ACT, Crisis, Intensive Services, Outpatient,...


  • South Portland, United States Acadia Healthcare Full time

    Seeking: Peer Support Specialist - Certified in Intentional Peer Support (CIPSS) or must be a Certified Recovery Coach Full Time Schedule: Monday - Friday, 5:00 AM - 1:30 PM  Our Benefits: Quarterly Bonus ProgramMedical, Dental, and Vision insuranceCompetitive 401(k) planPaid vacation and sick timeSTAR LRP Student Loan ForgivenessEarly morning hours...


  • Portland, United States Bigfoot Staffing Full time

    Job DescriptionJob DescriptionJob Title: Administrative Support SpecialistJob Summary:The role of Administrative Support Specialist involves handling calls, welcoming visitors, supporting sales and accounting, and managing office materials.Essential Job Duties:Answer phones and greet visitorsSort mail and assist with paperworkKeep sales materials organized...


  • Portland, United States Cerbo Full time

    Job DescriptionJob DescriptionThe CompanyCerbo is a high-growth healthcare SaaS company, doing our part in the medical market to support holistic lifestyles and personalized medicine. Our software – Cerbo EHR – is a cloud-based electronic health records (EHR) and patient portal software system. Healthcare offices across the country – and some around...


  • Portland, United States Unity Full time

    Overview We continue our commitment to raise the bar on the quality of behavioral health care provided to those in our community who suffer from mental illness. Finding the best people to join our team is crucial in meeting our goals. If you thrive in a team environment and you want to provide administrative support and customer service in a patient...

  • IT Support Specialist

    3 weeks ago


    Portland, United States Collins Pine Co Full time

    ** IT Support Specialist** **Job Category****:** Portland Information Technologies **Requisition Number****:** ITSUP001176 Showing 1 location **Job Details** **Description** **Position Responsibilities** * Respond to end user questions about systems, applications, and hardware in person, over the phone, and email. * Installing, diagnosing, repairing,...


  • South Portland, Maine, United States South Portland Comprehensive Treatment Center Full time

    Overview: Seeking: Peer Support Specialist - Certified in Intentional Peer Support (CIPSS) or must be a Certified Recovery Coach   Full Time Schedule: Monday - Friday, 5:00 AM - 1:30 PM    Our Benefits:  Quarterly Bonus Program Medical, Dental, and Vision insurance Competitive 401(k) plan Paid vacation and sick time STAR LRP Student Loan...


  • Portland, United States City of Portland Oregon Full time

    Thinking about a career as a Public Safety Support Specialist? Join us for a Hiring Workshop:The Portland Police Bureau Hiring Workshops are back! You will have the opportunity to talk with PPB recruiters and background investigators and learn more a Support Specialist, Public Safety, Support, Continuous, Specialist, Police Officer, Manufacturing


  • Portland, Oregon, United States Department Of Energy Full time

    Summary This position is located in the Space Services (NWPS) organization of Business Services (NWP), and Workplace Services (NW) Chief Administrative Office (N), Bonneville Power Administration (BPA).The purpose of this position will be to support the NWPS team in all computer aided drafting (CAD) processes updating all databases and drawings for all of...


  • Portland, United States Bigfoot Staffing Full time

    Job DescriptionJob DescriptionJob Title: Administrative Support SpecialistJob Summary:We're hiring an Administrative Support Specialist at Rogers Machinery. Your role involves handling calls, welcoming visitors, supporting sales and accounting, and managing office materials.Essential Job Duties:Answer phones and greet visitors.Sort mail and assist with...


  • Portland, United States City of Portland Oregon Full time

    Transfer List. The City of Portland Bureau of Police is seeking Public Safety Support Specialists. The Public Safety Support Specialist for the Portland Police Bureau (PPB) is responsible for: Providing support to sworn police officers in non-emergen Support Specialist, Public Safety, Continuous, Support, Police Officer, Specialist, Manufacturing


  • Portland, United States Federal Aviation Administration Full time

    Summary Serves as a Staff Support Specialist (MSS-1) at Portland TRACON, Level 8 facility. Duties Responsible for tactical, strategic, and administrative support of multiple program areas such as training, quality control, quality assurance, traffic management, airspace and procedures, plans and programs, operational automation, military...


  • Portland, United States Boys & Girls Aid Full time

    Job DescriptionJob DescriptionBoys & Girls Aid is committed to recruiting, hiring, and retaining a diverse staff with a variety of backgrounds. We will honor your unique experiences, perspectives, and identities. We are an inclusive community dedicated to investing in relationships and authentically valuing others.Black, Indigenous, people of color, people...


  • Portland, United States Boys & Girls Aid Full time

    Job DescriptionJob DescriptionBoys & Girls Aid is committed to recruiting, hiring, and retaining a diverse staff with a variety of backgrounds. We will honor your unique experiences, perspectives, and identities. We are an inclusive community dedicated to investing in relationships and authentically valuing others.Black, Indigenous, people of color, people...


  • Portland, United States Bonneville Power Administration Full time

    Summary This position is located with Bonneville Power Administration in Information Technology (J), Chief Administrative Office (N), Bonneville Power Administration (BPA). A successful candidate in the Supervisory IT Specialist (PLCYPLN) position will serve as a Supervisory IT Specialist as well as the IT Strategic Business Partner (SBP) to the...