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    Relationship Support Specialist - Portland, United States - FocusPoint Solutions

    FocusPoint Solutions
    FocusPoint Solutions Portland, United States

    4 weeks ago

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    Description

    **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

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