Client Service Specialist (Hybrid)

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.

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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)

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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.

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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.