Relationship Support Specialist

2 weeks ago


Portland, Oregon, United States FocusPoint Solutions Full time

**Relationship Support Specialist Opportunity**

FocusPoint Solutions is a leading provider of customizable back office solutions for Registered Investment Advisors (RIAs) and independent advisors. We are seeking a highly motivated and detail-oriented Relationship Support Specialist to join our team.

**Key Responsibilities:**

  • Respond to service requests in a timely and professional manner
  • Collaborate with Custodians to resolve issues and questions for advisors and Relationship Managers
  • Process custodial paperwork with accuracy and attention to detail
  • Verify information and paperwork submitted to Custodian(s) received from advisors are accurately processed
  • Set up new accounts and maintain existing account information in our 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
  • Support management and team with special projects

**Requirements:**

  • High school degree required; Bachelor's degree in finance or business-related field preferred
  • Minimum 2 years of experience in a professional office in a customer service role, preferably in finance or investment-related fields
  • Proficiency in software programs such as Word, Excel, PowerPoint, and Outlook
  • Highly motivated, detail-oriented, organized, and able to meet deadlines in a timely manner
  • 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

**About FocusPoint Solutions:**

We are a customizable, total back office outsource solution for Registered Investment Advisors (RIAs) and independent advisors. We are dedicated to providing premium services and partnership to independent advisors at fair prices, helping them achieve real results and the businesses they've always wanted.



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