Client Service Lead — Wealth Management; Hybrid
Listed on 2026-10-06
-
Management
Client Relationship Management -
Customer Service/HelpDesk
Client Relationship Management
Focus Partners is seeking a Manager, Client Service to lead a team of Client Service professionals and ensure a high-quality service experience for advisors and clients. This role blends hands-on operational leadership with people management, escalation ownership, and continuous improvement of service processes across Client Service, Core Operations, and Platform Operations.
Our hybrid model requires 3 days in office per week, with up to 2 remote days per week, or as assigned by the team leader.
We are currently recruiting a Client Service Lead — Wealth Management (Hybrid) for our team in Needham, MA, United States.
Our organisation is growing, and we are hiring a Client Service Lead — Wealth Management (Hybrid) in Needham, MA, United States.
This position is for the Client Service Lead — Wealth Management (Hybrid) role at LE0123 Focus Partners Wealth LLC.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).