Client Service Specialist

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Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients, acting as the primary contact and resource for all operational and service requests. They oversee the timely execution of requests, partner closely with custodians and internal Focus Partners teams, and utilize Salesforce or a similar CRM to manage and track client cases.

Excellent client communication, an ownership mindset, and the ability to manage multiple timelines are required.

Seasonal Flexibility Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical. Occasional overtime may be required.

Hybrid Work Schedule Focus provides team members the flexibility to work a hybrid schedule: 3 days in‑office per week with the option to work remotely 2 days per week or as assigned by the team leader.

• 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 fully resolved.
• Handle all communications between custodians, operations, advisors, and clients.
• Provide comprehensive operational support to clients, facilitating monetary, account opening, maintenance, and paperwork requests.
• Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.
• Prioritize and manage multiple advisor and client requests simultaneously through different communication channels, ensuring service level agreements are met.
• Handle 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.
• Utilize CRM platforms such as Salesforce to manage and monitor client cases daily, ensuring accurate and up-to-date documentation.
• Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates.
• Demonstrate care, empathy, and a genuine desire to help advisors and clients.
• Show high attention to detail to ensure accurate and error‑free processing of client requests, transactions, and communications.
• Contribute to a positive team environment and provide training support for new team members.
• Work well independently and in a collaborative team environment, even when team members are geographically dispersed.
• Build trust and strong relationships with advisors, clients, and team members 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 (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 ability to think critically and work independently in resolving client issues.
• Flexibility and adaptability to work in a fast‑paced, dynamic environment and a high‑volume organization.
• Work well in a team environment, fostering a collaborative and inclusive work culture.
• Embrace innovative approaches and ideas and adapt quickly to new methods.
• Comfortable using technology and daily multi‑tasking across multiple web‑based platforms and applications.

Compensation The Client Service Specialist is a non‑exempt position. The annualized base pay range for this role is expected to be between $60,000‑$65,000. Pay may vary based on experience, expertise, geographic location, and skills. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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