FOLIOfn, Inc.

Salesforce Workflow Specialist

US-CO-Colorado Springs
2 weeks ago(1/9/2018 9:12 AM)
Job ID
# of Openings
First Affirmative



First Affirmative is seeking a Salesforce Service Specialist to assist in managing operational processes, inquiries, and requested actions by Financial Advisors and First Affirmative staff. Responsibilities include cross queue & department casework as well as data management, and integration of designated workflows between Salesforce and other mission supporting software and processes


  • Manage case assignment and workflow processing for the Operations teams, primarily the Service Team
  • Assign and set-up incoming email to case system workflow, to include new work assignment and follow-up on existing and overdue Operations teams’ cases
  • Maintain workflows for all types of operations case types to include Cashiering, Billing, Reporting, Compliance, Trading, and the Investment team
  • Monitor custodian alerts daily, and create/assign cases as needed
  • Maintain familiarity with all aspects of the company in order to direct cases to the correct parties
  • Assist the Service Team and others to create new time-saving and efficient solutions to internal processing issues
  • Create and adjust data field elements as needed
  • Set up new advisors on the platform, and adjust existing profiles as changes in advisor demographics information changes
  • Create and maintain Salesforce training resources; deliver training as internal Subject Matter Expert (SME) for new advisors and employees to firm


  • College graduate preferred
  • One to three years or more of related work experience, preferably in financial services, investment management field
  • Working knowledge of customer relationship management (CRM) software (Salesforce preferred)


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed