Client Service Leader: Team Leadership & Delivery

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

Job summary

Focus Partners is seeking a Manager, Client Service to lead a high-quality client service experience and manage a team of Client Service professionals. This role balances hands-on operational leadership with people management and escalation ownership.

The Manager, Client Service partners with advisors, internal teams, and custodial partners to deliver exceptional service. The hybrid schedule allows 3 days in office per week and 2 remote days, with flexibility as assigned.

Qualifications

• 5+ years in financial services with at least 3 years in the RIA industry.
• 2+ years in supervising or managing service-oriented teams.
• Proven ability to independently resolve complex or escalated service issues.
• Excellent communication, organizational and relationship-management skills.

Responsibilities

• Direct daily Client Service activities with appropriate coverage.
• Lead, develop, and unify a geographically dispersed team.
• Monitor service metrics and pursue process improvements.
• Coordinate with operations, platform, compliance, and other internal teams.
• Recruit, onboard, train, and develop team members.

Skills

Leadership

Coaching

Communication

Team management

Problem-solving

Tools

Salesforce

Orion

Pontera

Charles Schwab

Fidelity

Job description

Focus Partners is seeking a Manager, Client Service to lead a high-quality client service experience and manage a team of Client Service professionals. This role balances hands-on operational leadership with people management and escalation ownership.

The Manager, Client Service partners with advisors, internal teams, and custodial partners to deliver exceptional service. The hybrid schedule allows 3 days in office per week and 2 remote days, with flexibility as assigned.