Client Service Lead — Wealth Management (Hybrid)

LE0123 Focus Partners Wealth LLC; Needham (MA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

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.

Qualifications

• 5+ years in financial services, incl. 3+ years supervising client service or operations teams.
• Proven ability to resolve complex client issues and manage escalations.
• Strong communication, collaboration, and commitment to exceptional advisor and client service.

Responsibilities

• Direct daily Client Service operations, ensuring coverage and consistent service levels.
• Lead and develop a geographically dispersed team, providing coaching and performance feedback.
• Collaborate with Advisory, Core Operations, and Platform teams to improve processes and risk controls.

Skills

People leadership

Communication skills

Problem solving

Relationship management

Change management

Tools

Salesforce CRM

Orion

Pontera

Job description

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.