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Client Service Specialist — Hybrid & Client Ops
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-05-29
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-05-29
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Focus Financial Partners is looking for a Client Service Specialist in Needham, MA. The role includes delivering solutions-oriented service to advisory teams and clients, managing operational requests, and using Salesforce to monitor case progress. Applicants should have 3+ years in the RIA industry and strong client communication skills. A hybrid work model is provided, with 3 days in the office, 2 days remote.
The annual salary ranges from $70,000 to $80,000, plus potential bonuses and benefits.
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