Client Experience & Operations Specialist

Focus Financial Partners; Houston (TX); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners seeks a Client Service Specialist to deliver solutions-minded service to advisory teams and clients. You will be the go-to contact for operational requests and ensure timely execution while collaborating with teams across the organization.

The role features a hybrid schedule (3 days in office). You will use Salesforce, manage multiple tasks, and support client onboarding, maintenance, and inquiries with a client-first mindset.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of custodians (Charles Schwab and Fidelity).
• Proficiency in using Salesforce or a similar CRM system.
• Strong multitasking and organizational skills.
• Ability to work in a fast-paced, client-focused environment.

Responsibilities

• Deliver accurate and timely service daily to advisors and clients.
• Take ownership of client issues and resolve promptly.
• Communicate between custodians, Operations, and clients.
• Provide operational support for monetary, account opening, maintenance requests.
• Manage multiple requests across channels while meeting SLAs.
• Collaborate with internal teams to respond to inquiries.
• Use Salesforce to manage and track client cases daily.
• Maintain proactive communications with advisors and clients.

Skills

Client service

CRM proficiency

Problem solving

Team collaboration

Fast learner

Tools

Salesforce

Microsoft Teams

Job description

Focus Partners seeks a Client Service Specialist to deliver solutions-minded service to advisory teams and clients. You will be the go-to contact for operational requests and ensure timely execution while collaborating with teams across the organization.

The role features a hybrid schedule (3 days in office). You will use Salesforce, manage multiple tasks, and support client onboarding, maintenance, and inquiries with a client-first mindset.