Wealth Client Success & Operations Specialist
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-24
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-06-24
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
Focus Partners Wealth in Needham is looking for a Client Service Specialist to provide exceptional service and exceed client expectations. You will handle operational requests, communicate with custodians, and support advisory teams. A passion for client service, organizational skills, and teamwork are essential.
The role allows for a hybrid work schedule (3 days in-office, 2 days remote), emphasizing flexibility and adaptability to meet the needs of clients and the team. Your problem-solving abilities will ensure prompt resolutions for client inquiries.
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