Are you an operational ace with a passion for exceeding client expectations in the wealth management sector? Focus Financial Partners is expanding its team in Needham, MA, by welcoming a dedicated Client Service Specialist to manage high-touch advisor and investor relations. This hybrid role promises a energetic atmosphere where a solutions-oriented mindset can truly flourish.
Job Overview
- Position: Client Service Specialist
- Company: Focus Financial Partners
- Location: Needham, MA (Hybrid: 3 days in office, 2 days remote)
- Salary Range: $70,000 – $80,000 an annualized base pay + potential annual cash bonus
- Classification: Non-exempt (Occasional overtime required)
Primary Responsibilities
- One-Contact Resolution: Deliver accurate and prompt service daily to advisors and clients with a focus on comprehensive issue ownership.
- Operational Facilitation: Handle account openings, maintenance updates, and complex monetary transaction requests seamlessly.
- Custodian Management: Coordinate critical back-office operations and communications between primary custody networks and internal teams.
- CRM Documentation: Track and monitor case life cycles daily using Salesforce to maintain meticulous internal records.
- Collaboration: Work actively across decentralized, multi-geographic teams to sustain strict service level agreements.
Eligibility Criteria
To excel in this client-centric operational environment, qualified professionals must possess at least 3+ years of experience within the Registered Investment Advisor (RIA) industry. Candidates must bring robust working knowledge of back-office operations specifically involving elite custodians like Charles Schwab, Fidelity, or Pershing.
Proficiency with Salesforce CRM or equivalent enterprise database systems is essential for structuring daily client cases. In addition, candidates must exhibit stellar critical thinking skills alongside an ability to rapidly absorb complex legal and financial data workflows.
A strong candidate balances an independent work ethic with an open approach to team collaboration. Adaptability during periods of elevated seasonal volumes or market volatility is critical to maintaining high-quality output.
Workplace Culture and Dynamic Environment
Focus Financial Partners fosters an environment of proactive problem solvers who approach external partners with deep professional empathy. By integrating boutique, personalized care with extensive national resources, the team delivers unmatched financial navigation. Employees enjoy a balanced workflow through a hybrid setup designed to facilitate regular team integration alongside personal flexibility.
Why Choose Focus Financial Partners?
Joining Focus Financial Partners means anchoring your career within a prominent leader in integrated wealth management and family office services. The organization blends a boutique, fiduciary-first philosophy with an impressive network of national resources. Employees are empowered with advanced training frameworks and a clear career path built upon specialized operational mastery.
The internal department values inclusive collaboration and innovative thought processes over rigid status quo systems. This forward-thinking mentality makes it a phenomenal long-term landing spot for elite wealth management personnel. Beyond a competitive base salary, the comprehensive compensation structure includes a robust benefits package and performance-driven cash bonuses.
How to Apply
Focus Financial Partners invites qualified candidates to take the next step in their professional path. If you hold the required RIA background and are ready to serve as a pivotal advocate for advisors and high-net-worth clients alike, please prepare your current resume detailing your custodian platform experience. Review the vertical summary matrix below to access the official portals directly and launch your application today.
Quick Summary Table
| Attribute | Details |
| Company | Focus Financial Partners |
| Salary | $70,000 – $80,000 a year |
| Key Requirement | 3+ years RIA industry & Custodian platform experience |
| Location | Needham, MA (Hybrid) |
| Application Link | Apply on Company Site |
Explore More Opportunities
- Looking for alternative client paths? View open Customer Service Jobs across Massachusetts.
- Explore advanced operations roles near you via our regional wealth management search parameters.
Take control of your vocational journey with an organization that places unparalleled value on client commitment and operational precision.
