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Relationship Support Specialist

2 months ago

Portland, Oregon, United States FocusPoint Solutions Full time

**About FocusPoint Solutions**

We are a leading provider of customizable, total back office outsource solutions for Registered Investment Advisors (RIAs) and independent advisors.

Our mission is to provide premium services and partnership to independent advisors at fair prices, helping them achieve real results and the businesses they've always wanted.

**Job Summary**

We are seeking a highly motivated and detail-oriented Relationship Support Specialist to join our service department.

**Key Responsibilities**

* Respond to service requests in a timely and professional manner

* Collaborate 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 custodians 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

* Assist management and team with special projects

* Other duties as assigned

**Requirements**

* Minimum of a high school degree; bachelor's degree in finance or business-related fields 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