Hybrid Client Service Specialist - Wealth Advisory
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-29
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Focus Partners Wealth, located in Needham, seeks a Client Service Specialist to provide exceptional service and support for advisors and clients. The role involves managing client requests, collaborating with internal teams, and delivering timely solutions. Ideal candidates will have 3+ years in the RIA industry, proficiency in Salesforce, and exceptional communication skills.
This position offers a hybrid work model: 3 days in the office and 2 days remote. A strong candidate will demonstrate initiative, attention to detail, and the ability to thrive in a dynamic environment.
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