Top 24 Client relations specialist Jobs in San Francisco Ca

Client Service Specialist
Focus Partners Wealth —San Francisco, CA
- $70,000 - $75,000 a year
- Remote
- Research
- Mid-level
- Organizational skills
Client Specialist
Robert W. Baird —Mill Valley, CA
- $27.70 - $41.70 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
SEASONAL CUSTOMER CARE SPECIALIST
Serena and Lily, Inc —Sausalito, CA
- $22 an hour
- Seasonal
- Remote
- English
- Organizational skills
- Communication skills
14d
Lab Concierge Specialist
Thermo Fisher Scientific —San Francisco, CA
- $27 - $30 an hour
- Overtime
- Mid-level
- Forklift
- High school diploma or GED
- Commuter assistance
- Paid parental leave
Customer Care Specialist II - Payment Support
AppFolio —San Francisco, CA
- $23.50 - $28.80 an hour
- Full-time
- Mid-level
- 2 years
- Communication skills
4d
Sr Specialist, Account Management
Cardinal Health —San Francisco, CA
- $71,300 - $102,000 a year
- Microsoft Outlook
- Inventory management
- Mid-level
- Paid parental leave
- Health savings account
Specialist Account Executive, AI & Data Driven Agentic Transformation
Salesforce —San Francisco, CA
- $99,500 - $235,850 a year
- Full-time
- Salesforce
- Fair chance
- Senior level
- Paid parental leave
- Disability insurance
Market Development Spirits Specialist
Inspira and Enthuse —San Francisco, CA
- $70,304 - $8,000,000 a year
- Weekends as needed
- Hospitality
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Sr ETF Specialist
Invesco —San Francisco, CA
- $160,000 - $175,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
- Employee stock purchase plan
- Health insurance
Business Development Specialist - Surety
RPS —San Francisco, CA
- $45,500 - $88,500 a year
- Full-time
- No experience needed
- Analysis skills
- Travel
- Paid parental leave
- Health savings account
Territory Sales Representative / Restaurant Specialist - Oakland, CA
SpotOn —Oakland, CA
- $120,000 - $275,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- 2 years
- Commuter assistance
- Paid parental leave
Quick Apply
6d
Sales Specialist– Broker Distribution
HUB International —San Francisco, CA
- $75,000 - $95,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Disability insurance
Practice Specialist - L4
Wipro Limited —San Francisco, CA
- $200,000 - $280,000 a year
- English
- 8 years
- Contracts
- Disability insurance
- Health insurance
4h
Territory Sales Representative / Restaurant Specialist - Benicia, CA
SpotOn —Benicia, CA
- $120,000 - $275,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- 2 years
- Commuter assistance
- Paid parental leave
Quick Apply
12d
Marketing Development Sales Specialist
SSC INC —Union City, CA
- $100,000 a year
- Weekends as needed
- Mid-level
- Travel
- Warehouse
- Dental insurance
- 401(k)
Quick Apply
Sr. Sales Specialist, GenAI/ML, TMEGS
Amazon Web Services, Inc. —San Francisco, CA
- $142,800 - $212,600 a year
- Full-time
- 3 years
- Fair chance
- Senior level
- AD&D insurance
- Health insurance
Sr. UHNW Sales Specialist - Executive Director
Morgan Stanley —San Francisco, CA
- $150,000 - $250,000 a year
- Full-time
- 7 years
- Office
- Analysis skills
12d
Global Key Account Management Senior Expert - Technology Sector
CEVALogistics —San Francisco, CA
- Full-time
- 5 years
- Master's degree
- Business development
- Health insurance
- Dental insurance
Plumbing Sales Specialist
Bell Brothers —Oakland, CA
- $150,000 - $300,000 a year
- Clean driving record
- Mid-level
- Residential
- Paid holidays
- Health insurance
Quick Apply

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Client Service Specialist

Focus Partners Wealth
San Francisco, CA

Apply Now

Job Details

$70,000 - $75,000 a year

Qualifications

Investment account customer support
Sales management systems proficiency
CRM system proficiency

Full Job Description

Please note that while this position is remote, qualified candidates should be located in the Pacific Time Zone.

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.
Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.
Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.
Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.
Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress.
Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.
Demonstrate care, empathy, and a genuine desire to help advisors and clients.
Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.
Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.
Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.
Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.

Qualifications

3+ years in the RIA industry with custodian and client-facing service experience
Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
Proficiency in using Salesforce or a similar CRM system.
Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.
Strong problem-solving skills and ability to think critically and work independently in resolving client issues.
Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.
Work well in a team environment, fostering a collaborative and inclusive work culture.
Embrace innovative approaches and ideas and adapt quickly to new methods.
Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$75,000. 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.

#LI-SA1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

client relations specialist jobs in san francisco ca

Client Service Specialist

Client Specialist

SEASONAL CUSTOMER CARE SPECIALIST

Lab Concierge Specialist

Customer Care Specialist II - Payment Support

Sr Specialist, Account Management

Specialist Account Executive, AI & Data Driven Agentic Transformation

Market Development Spirits Specialist

Sr ETF Specialist

Business Development Specialist - Surety

Territory Sales Representative / Restaurant Specialist - Oakland, CA

Sales Specialist– Broker Distribution

Practice Specialist - L4

Territory Sales Representative / Restaurant Specialist - Benicia, CA

Marketing Development Sales Specialist

Sr. Sales Specialist, GenAI/ML, TMEGS

Sr. UHNW Sales Specialist - Executive Director

Global Key Account Management Senior Expert - Technology Sector

Plumbing Sales Specialist

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