Client Service & Operations Specialist (Hybrid)

Focus Partners; West Hartford (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

Job summary

Focus Partners seeks a Client Service Specialist to deliver solutions-oriented service and be the primary contact for operational requests. The role emphasizes timely, accurate support to advisors and clients, with collaboration across teams in a hybrid 3-day office, 2-day remote setup.

The ideal candidate has 3+ years in RIA client-facing service, strong CRM skills (Salesforce), and a collaborative mindset.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience
• Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
• Proficiency in using Salesforce or a similar CRM system
• Fast learner with excellent information processing and organizational skills
• Strong problem-solving skills and ability to think critically and work independently
• Flexible and adaptable to a fast-paced, high-volume environment with a collaborative, client-focused approach

Responsibilities

• Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset
• Take ownership of client issues and work towards prompt resolution, following through until fully resolved
• Handle communications between custodians and Operations with advisors or clients
• Provide comprehensive operational support to clients (monetary, account opening, maintenance, paperwork requests)
• Prioritize and manage multiple requests across channels ensuring service levels are met
• Collaborate with internal teams to research and respond to inquiries for cohesive advisor and client experience
• Utilize CRM platforms such as Salesforce to manage client cases daily
• Maintain clear communications with advisors and clients, providing updates on progress
• Demonstrate high attention to detail to ensure accurate processing of requests
• Contribute to training and coverage support for team members
• Build trust and strong relationships with advisors and clients through high-touch interactions

Skills

RIA industry experience

Custodian knowledge

CRM: Salesforce

Client service orientation

Problem solving

Tools

Salesforce

Job description

Focus Partners seeks a Client Service Specialist to deliver solutions-oriented service and be the primary contact for operational requests. The role emphasizes timely, accurate support to advisors and clients, with collaboration across teams in a hybrid 3-day office, 2-day remote setup.

The ideal candidate has 3+ years in RIA client-facing service, strong CRM skills (Salesforce), and a collaborative mindset.