Client Relationship Specialist at Focus Financial Partners

<p><strong><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Position Summary</span></strong></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service. This is an excellent opportunity for a detail-oriented, client-focused professional who thrives in a dynamic, independent work environment and enjoys being at the center of operational excellence in a growing wealth management firm.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">This role is located in Phoenix, AZ.&nbsp;</span></p> <p>&nbsp;</p> <p><strong><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Primary Responsibilities</span></strong></p> <p>&nbsp;</p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="948" data-end="1069"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1070" data-end="1189"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Manage account documentation, onboarding tasks, and related data gathering for multiple U.S. and Canadian custodians.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1190" data-end="1282"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Handle cashiering and transactional requests including transfers, wires, EFTs, and checks.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1283" data-end="1377"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Answer inquiries from clients and internal team members in a timely and professional manner.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1378" data-end="1450"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Train clients on how to use portals, systems, and other digital tools.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1451" data-end="1561"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Maintain and adhere to client-related compliance policies and procedures that support investment strategies.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1562" data-end="1641"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Coordinate the collection of tax-related documents to support client filings.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1642" data-end="1733"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Serve as the primary liaison with custodians to resolve account and transactional issues.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1734" data-end="1824"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Identify and propose process improvements to enhance efficiency with custodial partners.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="1825" data-end="1934"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Participate in strategic projects and committees that support firm-wide initiatives and operational growth.</span></li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><strong>Qualifications</strong>&nbsp;</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2225" data-end="2248"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Bachelors degree.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2249" data-end="2326"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Acute attention to detail and strong organizational/time management skills.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2327" data-end="2379"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Excellent written and verbal communication skills.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2380" data-end="2479"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Relationship-building skills and comfort partnering with clients, custodians, and internal teams.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2480" data-end="2549"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">A solutions-oriented mindset and the ability to work independently.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2550" data-end="2671"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Proficiency with Salesforce, Microsoft Word and Excel; familiarity with NetRep, Dataphile, and NetX360 is advantageous.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2672" data-end="2748"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Completion of the Canadian Securities Course (CSC) is considered an asset.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2672" data-end="2748">An interest or background in athletics—especially hockey (preferred).</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;" data-start="2672" data-end="2748">A collaborative and humble approach that aligns with our culture of integrity and diligence.</li> </ul> <p>&nbsp;</p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">The annualized base pay range for this role is expected to be between $60,000-$70,000.&nbsp; 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.&nbsp; The base pay is just one component of the total compensation package for employees.&nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Cardinal Point, Focus Partners Canada is a cross-border wealth management firm dedicated to helping affluent individuals and families navigate the financial complexities of life in Canada and the U.S. With a fiduciary-first approach, we deliver personalized investment, tax, estate, and financial planning solutions that span currencies, jurisdictions and generations.</span></p> <p><span style="font-size: 8pt;">#LI-SF1</span></p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">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.&nbsp;</span></p> <p><span style="font-size: 12pt;">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 <a href="mailto:[email protected]">[email protected]</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>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.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>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.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> 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.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>