Client Experience Specialist (Hybrid) – Wealth Services

Focus Financial Partners; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 65,000; Full time

Job summary

Focus Partners is seeking a Client Service Specialist to join our team, delivering solutions-oriented service to advisory teams and clients. You will be the go-to contact for all operational requests and coordinate with custodians for accurate service delivery.

The role requires excellent client communication, ownership, and the ability to manage multiple timelines. A hybrid schedule with 3 days in office per week and 2 days remote is offered.

Qualifications

• Bachelor's degree preferred; 3+ years in the RIA industry with custodian and client-facing service experience.
• Extensive knowledge of custodians (Charles Schwab and Fidelity) and back-office processes.
• Proficiency in using Salesforce or a similar CRM system.

Responsibilities

• Deliver accurate and timely service to advisors and clients with a one-contact resolution mindset.
• Take ownership of client issues and follow through until resolution.
• Handle communications between custodians and Operations with advisors or clients.
• Provide comprehensive operational support for monetary, account opening, maintenance, and paperwork requests.
• Collaborate with internal teams to research and respond to inquiries for a cohesive advisor and client experience.
• Maintain CRM case documentation and updates on progress.

Skills

Salesforce

CRM proficiency

Client service

Communication

Education

Bachelor's degree

Job description

Focus Partners is seeking a Client Service Specialist to join our team, delivering solutions-oriented service to advisory teams and clients. You will be the go-to contact for all operational requests and coordinate with custodians for accurate service delivery.

The role requires excellent client communication, ownership, and the ability to manage multiple timelines. A hybrid schedule with 3 days in office per week and 2 days remote is offered.