Referral Channel Specialist

Requirements

• 2+ years of administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor's degree required.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Initiative-taker, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management.
• #LI-KJ2
• For Indiana Applicants: It i

Benefits

Additional Information

Position Summary Focus Partners Wealth is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners Wealth's commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities - Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales "Closed Won" process. - Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum-positioning their sales pipeline for long-term success and strong FC retention. - Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage. - Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams. - Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from "Closed Won" to "New Client Onboard." - Coordinate the transition from "New Client Onboard" to the assigned Advisor Team. - Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace. - Utilize Salesforce for all data entry and internal workflows. - Keep selected Advisor Teams abreast of pipeline activity. - Ad hoc support to fellow Client Service team members as needed.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at focuspartnerswealth? Share your experience