Client Service Specialist

Focus Partners Wealth seeks a Client Service Specialist to join our team. The specialist demonstrates a passion to serve and strives to provide exceptional service that exceeds client expectations.

• Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset.
• Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
• Handle all communications between custodians, operations, advisors, and clients.
• Provide comprehensive operational support, including facilitating monetary, account opening, maintenance, and paperwork requests.
• Act as a strong advocate for clients, demonstrating empathy and understanding their requests and needs.
• Prioritize and manage multiple advisor and client requests simultaneously through various communication channels (email, Microsoft Teams, phone, and CRM/portal), ensuring service level agreements are met.
• Effectively manage a steady flow of diverse requests and provide solutions to complex operations issues, collaborating with custodian partners and internal departments.
• Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.
• Utilize Salesforce or a similar CRM platform to manage and monitor client cases daily, ensuring accurate and up-to-date documentation and case progress.
• Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests.
• Demonstrate high attention to detail and error-free processing of client requests, transactions, and communications.
• Contribute to a positive team environment, deliver training support for new team members, and provide coverage support to teammates.
• Work well independently and in collaboration with a geographically dispersed team.
• Build trust and strong working relationships with advisors, clients, and the Client Service team through high-touch, personalized interactions.

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of industry basics and back‑office processes, including custodians such as Charles Schwab and Fidelity.
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills.
• Strong problem‑solving skills and the ability to think critically and work independently in resolving client issues.
• Flexibility and adaptability to work in a fast‑paced, dynamic, high‑volume environment.
• Ability to work well in a team environment, fostering collaboration and inclusiveness.
• Embrace innovative approaches and ideas and adapt quickly to new methods.
• Comfortable using technology and multitasking across multiple web‑based platforms and applications.

The annualized base pay range for this role is expected to be between $62,000 and $72,000. Base pay may vary based on experience, subject matter expertise, geographic location, and the applicant’s skill set. In addition to base salary, the total compensation package may include an annual cash bonus and a comprehensive benefits package that includes medical, dental, vision, life insurance, and a 401(k) plan.

Focus provides team members with a hybrid schedule: 3 days in the office per week and the option to work remotely for 2 days per week, or as assigned by the team leader.

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. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.

If a 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