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Hybrid Client Service Lead — Wealth Advisory

Job in Lawrence, Essex County, Massachusetts, 01842, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
  • IT/Tech
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company in Massachusetts seeks a Client Service Lead responsible for providing exceptional service to advisory teams and clients. This role involves managing operational requests, ensuring timely execution, and requires strong communication skills. Candidates must have over 5 years of RIA industry experience and proficiency in Salesforce. The position offers a hybrid work model, with 3 days in the office and 2 days remote, ensuring flexibility in a dynamic environment.
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